Back to ULTA

North Growth Management Ltd. → ULTA

North Growth Management Ltd. ULTA Position History

Ulta Beauty, Inc. • Consumer Cyclical

Quarters held
5
Latest value
$11.7M
Q3 2026
Peak value
$14M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$12.5M
Q4 2025$14M
Q1 2026$11M
Q2 2026$9.6M
Q3 2026$11.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.7M21.0K——
Q2 2026$9.6M21.0K——
Q1 2026$11M21.0K——
Q4 2025$14M23.0K——
Q3 2025$12.5M23.0K——

Other funds holding ULTA

Other North Growth Management Ltd. positions

AMAT

APPLIED MATERIALS

$65.8M
CIEN

CIENA

$61M
JBL

JABIL

$57.9M
CIEN

CIENA

$57.7M
CIEN

CIENA

$55.5M
LITE

LUMENTUM

$48.5M
CIEN

CIENA

$47.3M
JBL

JABIL

$47M