North Growth Management Ltd. TPR TAPESTRY

Ownership history in North Growth Management Ltd.  ·  20 quarters on record

AI Ownership Summary

North Growth Management Ltd. reported TAPESTRY (TPR) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.97% in 2026 Q1. The latest visible filing shows TPR at 2.97% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was North Growth Management Ltd.'s position in TAPESTRY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TPR was reported at 2.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.97% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How North Growth Management Ltd. held TPR — position size vs. price
% of Fund (quarterly)    TPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 138,000 -9,000 -6.1% 2.97% $19K 2026-04-24 $145.89
2025 Q4 ADDED 147,000 +2,000 +1.4% 2.93% $18.7M 2026-02-13 $153.39
2025 Q3 REDUCED 145,000 -1,000 -0.7% 2.85% $16.4M 2025-10-22 $114.62
2025 Q2 UNCHANGED 146,000 0% 2.40% $12.8M 2025-08-13 $112.41
2025 Q1 REDUCED 36.5% +25.3% 146,000 -84,000 -36.5% 2.17% $10.3M 2025-04-22 $63.99
2024 Q4 REDUCED 20.7% +8.2% 230,000 -60,000 -20.7% 2.86% $15.0M 2025-01-28 $72.42
2024 Q3 ADDED 290,000 +1,000 +0.3% 2.54% $13.6M 2024-11-05 $48.24
2024 Q2 ADDED 289,000 +1,000 +0.3% 2.44% $12.4M 2024-07-25 $38.37
2024 Q1 REDUCED 288,000 -3,000 -1.0% 2.61% $13.7M 2024-04-30 $38.32
2023 Q4 UNCHANGED 291,000 0% 2.28% $10.7M 2024-02-07 $38.45
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About North Growth Management Ltd. and TPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has North Growth Management Ltd. reported owning TPR?

North Growth Management Ltd. reported TPR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TPR position in North Growth Management Ltd.'s portfolio?

The largest reported portfolio weight for TPR was 2.97% in 2026 Q1.

What is the latest reported TPR position on this page?

The most recent filing on this page is 2026 Q1, when North Growth Management Ltd. reported 138,000 shares, equal to 2.97% of portfolio, with an estimated market value of $19K.

What does the chart on this TPR ownership page compare?

The chart compares North Growth Management Ltd.'s quarterly TPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did North Growth Management Ltd. time their TPR position?

Based on 13F filing dates vs. subsequent TPR price moves, North Growth Management Ltd. correctly timed 5 out of 15 reported position changes (33%). The annualised alpha on TPR relative to SPY over the holding period was +14.4%.

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