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North Growth Management Ltd. Buys Ciena Corp, Booking Holdings Inc, NVIDIA Corp, Sells DSP Group Inc, Cisco Systems Inc, LogMeIn Inc

Investment company North Growth Management Ltd. (Current Portfolio) buys Ciena Corp, Booking Holdings Inc, NVIDIA Corp, RH, Brinker International Inc, sells DSP Group Inc, Cisco Systems Inc, LogMeIn Inc, Apple Inc, Varex Imaging Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, North Growth Management Ltd.. As of 2020Q1, North Growth Management Ltd. owns 47 stocks with a total value of $356 million. These are the details of the buys and sells.

For the details of North Growth Management Ltd.'s stock buys and sells, go to https://www.gurufocus.com/guru/north+growth+management+ltd./current-portfolio/portfolio

These are the top 5 holdings of North Growth Management Ltd.
  1. Ciena Corp (CIEN) - 522,000 shares, 5.84% of the total portfolio. Shares added by 59.15%
  2. Intel Corp (INTC) - 276,000 shares, 4.20% of the total portfolio. Shares reduced by 11.82%
  3. Cisco Systems Inc (CSCO) - 373,000 shares, 4.12% of the total portfolio. Shares reduced by 23.41%
  4. Applied Materials Inc (AMAT) - 288,000 shares, 3.71% of the total portfolio. Shares reduced by 9.43%
  5. SolarEdge Technologies Inc (SEDG) - 155,000 shares, 3.58% of the total portfolio. Shares reduced by 1.9%
New Purchase: Booking Holdings Inc (BKNG)

North Growth Management Ltd. initiated holding in Booking Holdings Inc. The purchase prices were between $1152.24 and $2086.9, with an estimated average price of $1767.55. The stock is now traded at around $1423.26. The impact to a portfolio due to this purchase was 1.21%. The holding were 3,000 shares as of .

New Purchase: NVIDIA Corp (NVDA)

North Growth Management Ltd. initiated holding in NVIDIA Corp. The purchase prices were between $196.4 and $314.7, with an estimated average price of $252.63. The stock is now traded at around $311.64. The impact to a portfolio due to this purchase was 1.1%. The holding were 15,000 shares as of .

New Purchase: RH (RH)

North Growth Management Ltd. initiated holding in RH. The purchase prices were between $80.43 and $252.1, with an estimated average price of $188.16. The stock is now traded at around $158.24. The impact to a portfolio due to this purchase was 0.93%. The holding were 33,000 shares as of .

New Purchase: Brinker International Inc (EAT)

North Growth Management Ltd. initiated holding in Brinker International Inc. The purchase prices were between $7.62 and $45.77, with an estimated average price of $34.05. The stock is now traded at around $22.77. The impact to a portfolio due to this purchase was 0.84%. The holding were 250,000 shares as of .

New Purchase: Facebook Inc (FB)

North Growth Management Ltd. initiated holding in Facebook Inc. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $213.12. The impact to a portfolio due to this purchase was 0.55%. The holding were 12,000 shares as of .

Added: Ciena Corp (CIEN)

North Growth Management Ltd. added to a holding in Ciena Corp by 59.15%. The purchase prices were between $34.5 and $44.47, with an estimated average price of $41.11. The stock is now traded at around $47.67. The impact to a portfolio due to this purchase was 2.17%. The holding were 522,000 shares as of .

Added: II-VI Inc (IIVI)

North Growth Management Ltd. added to a holding in II-VI Inc by 32.33%. The purchase prices were between $21.15 and $37.91, with an estimated average price of $32.66. The stock is now traded at around $35.73. The impact to a portfolio due to this purchase was 0.69%. The holding were 352,000 shares as of .

Added: Foot Locker Inc (FL)

North Growth Management Ltd. added to a holding in Foot Locker Inc by 67.09%. The purchase prices were between $18.22 and $41.46, with an estimated average price of $34.25. The stock is now traded at around $25.32. The impact to a portfolio due to this purchase was 0.66%. The holding were 264,000 shares as of .

Added: Bristol-Myers Squibb Company (BMY)

North Growth Management Ltd. added to a holding in Bristol-Myers Squibb Company by 25.68%. The purchase prices were between $46.4 and $67.43, with an estimated average price of $61.34. The stock is now traded at around $61.61. The impact to a portfolio due to this purchase was 0.6%. The holding were 186,000 shares as of .

Added: Herman Miller Inc (MLHR)

North Growth Management Ltd. added to a holding in Herman Miller Inc by 41.13%. The purchase prices were between $15.15 and $41.97, with an estimated average price of $34.88. The stock is now traded at around $22.98. The impact to a portfolio due to this purchase was 0.59%. The holding were 326,000 shares as of .

Added: FedEx Corp (FDX)

North Growth Management Ltd. added to a holding in FedEx Corp by 22.00%. The purchase prices were between $90.49 and $164.91, with an estimated average price of $141.5. The stock is now traded at around $120.11. The impact to a portfolio due to this purchase was 0.37%. The holding were 61,000 shares as of .

Sold Out: DSP Group Inc (DSPG)

North Growth Management Ltd. sold out a holding in DSP Group Inc. The sale prices were between $10.73 and $16, with an estimated average price of $14.38.

Sold Out: LogMeIn Inc (LOGM)

North Growth Management Ltd. sold out a holding in LogMeIn Inc. The sale prices were between $71.52 and $86.55, with an estimated average price of $84.39.

Sold Out: Varex Imaging Corp (VREX)

North Growth Management Ltd. sold out a holding in Varex Imaging Corp. The sale prices were between $17.22 and $31.65, with an estimated average price of $25.91.



Here is the complete portfolio of North Growth Management Ltd.. Also check out:

1. North Growth Management Ltd.'s Undervalued Stocks
2. North Growth Management Ltd.'s Top Growth Companies, and
3. North Growth Management Ltd.'s High Yield stocks
4. Stocks that North Growth Management Ltd. keeps buying

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