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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

COOKSON PEIRCE & CO INC

Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0001141455-24-000006

Total Value
$2.13B
Positions
242
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (242)

#IssuerTicker / CUSIPSharesValue% of Filing
1QUANTA SVCS INC74762E102405,234$120.8M5.66%
2KLA CORPKLAC141,542$109.6M5.14%
3MICROSOFT CORPMSFT210,275$90.5M4.24%
4VERTEX PHARMACEUTICALS INCVRTX155,081$72.1M3.38%
5TAIWAN SEMICONDUCTOR MFG LTD874039100407,357$70.7M3.32%
6AMAZON COM INCAMZN372,875$69.5M3.26%
7AMPHENOL CORP NEW0320951011,042,144$67.9M3.18%
8DECKERS OUTDOOR CORPDECK362,086$57.7M2.71%
9IRON MTN INC DEL46284V101459,515$54.6M2.56%
10CENCORA INCCOR238,769$53.7M2.52%
11APOLLO GLOBAL MGMT INC03769M106416,310$52.0M2.44%
12TRANSDIGM GROUP INCTDG35,470$50.6M2.37%
13FLEX LTDFLEX1,310,711$43.8M2.05%
14AMERICAN EXPRESS COAXP159,878$43.4M2.03%
15BROWN & BROWN INCBRO412,374$42.7M2.00%
16COSTCO WHSL CORP NEW22160K10547,329$42.0M1.97%
17ASTRAZENECA PLCAZN483,667$37.7M1.77%
18EVERCORE INCEVR137,107$34.7M1.63%
19ATI INCATI499,859$33.4M1.57%
20KINDER MORGAN INC DELEP-PC1,473,672$32.6M1.53%
21HSBC HLDGS PLCHBCYF692,377$31.3M1.47%
22HOWMET AEROSPACE INCHWM305,324$30.6M1.43%
23CUMMINS INCCMI91,388$29.6M1.39%
24US FOODS HLDG CORPUSFD477,314$29.4M1.38%
25TEXTRON INCTXT322,373$28.6M1.34%
26TOLL BROTHERS INCTOL183,561$28.4M1.33%
27ARCH CAP GROUP LTDG0450A105233,144$26.1M1.22%
28UBER TECHNOLOGIES INCUBER338,221$25.4M1.19%
29RALPH LAUREN CORPRL119,085$23.1M1.08%
30TEVA PHARMACEUTICAL INDS LTD8816242091,263,472$22.8M1.07%
31COREBRIDGE FINL INC21871X109774,104$22.6M1.06%
32BOOKING HOLDINGS INCBKNG5,178$21.8M1.02%
33BOSTON SCIENTIFIC CORPBSX257,205$21.6M1.01%
34VENTAS INCVTR326,860$21.0M0.98%
35TETRA TECH INC NEWTTEK432,616$20.4M0.96%
36SCORPIO TANKERS INCSTNG276,838$19.7M0.93%
37AXON ENTERPRISE INCAXON48,777$19.5M0.91%
38MOTOROLA SOLUTIONS INCMSI41,437$18.6M0.87%
39SS&C TECHNOLOGIES HLDGS INCSSNC249,720$18.5M0.87%
40HALOZYME THERAPEUTICS INCHALO315,378$18.1M0.85%
41EAGLE MATLS INC26969P10860,266$17.3M0.81%
42OSCAR HEALTH INCOSCR746,241$15.8M0.74%
43KKR & CO INCKKRT116,547$15.2M0.71%
44OMEGA HEALTHCARE INVS INC681936100353,244$14.4M0.67%
45CORNING INCGLW316,842$14.3M0.67%
46FRESHPET INCFRPT98,751$13.5M0.63%
47ARGENX SEARGX23,566$12.8M0.60%
48ALLSTATE CORPALL-PJ65,876$12.5M0.59%
49GOLDMAN SACHS GROUP INCGSCE24,431$12.1M0.57%
50ON HLDG AGH5919C104237,365$11.9M0.56%
51NVIDIA CORPORATIONNVDA96,966$11.8M0.55%
52ITT INCITT76,960$11.5M0.54%
53TRADEWEB MKTS INC89267210689,595$11.1M0.52%
54BARCLAYS PLCBCLYF887,816$10.8M0.51%
55STIFEL FINL CORP860630102111,843$10.5M0.49%
56ELI LILLY & COLLY11,598$10.3M0.48%
57INVESCO EXCH TRD SLF IDX FDIVZ520,127$9.8M0.46%
58INVESCO EXCH TRD SLF IDX FDIVZ496,080$9.8M0.46%
59INVESCO EXCH TRD SLF IDX FDIVZ500,117$9.8M0.46%
60INVESCO EXCH TRD SLF IDX FDIVZ475,637$9.8M0.46%
61INVESCO EXCH TRD SLF IDX FDIVZ472,227$9.8M0.46%
62INVESCO EXCH TRD SLF IDX FDIVZ571,206$9.7M0.45%
63INVESCO EXCH TRD SLF IDX FDIVZ578,220$9.6M0.45%
64INVESCO EXCH TRD SLF IDX FDIVZ445,878$9.6M0.45%
65INVESCO EXCH TRD SLF IDX FDIVZ458,696$9.6M0.45%
66EQUITY RESIDENTIALEQR116,797$8.7M0.41%
67ITRON INCITRI80,947$8.6M0.41%
68TD SYNNEX CORPORATIONSNX43,152$5.2M0.24%
69PALANTIR TECHNOLOGIES INCPLTR127,547$4.7M0.22%
70GE AEROSPACE36960430121,860$4.1M0.19%
71APPLE INCAAPL16,276$3.8M0.18%
72ARISTA NETWORKS INCANET9,625$3.7M0.17%
73CROWDSTRIKE HLDGS INCCRWD12,491$3.5M0.16%
74NETFLIX INCNFLX4,604$3.3M0.15%
75VANECK ETF TRUST92189F64333,394$3.2M0.15%
76INVESCO EXCH TRADED FD TR IIIVZ62,924$3.2M0.15%
77DRAFTKINGS INC NEWDKNG75,283$3.0M0.14%
78PURE STORAGE INC74624M10257,898$2.9M0.14%
79DELTA AIR LINES INC DELDAL53,563$2.7M0.13%
80META PLATFORMS INCMETA4,568$2.6M0.12%
81AURORA INNOVATION INCAUROW440,000$2.6M0.12%
82INTUITIVE SURGICAL INCISRG5,243$2.6M0.12%
83INVESCO QQQ TRIVZ4,987$2.4M0.11%
84VANGUARD INDEX FDS92290874413,645$2.4M0.11%
85GENIUS SPORTS LIMITEDGENI299,875$2.4M0.11%
86ROBINHOOD MKTS INC77070010297,242$2.3M0.11%
87CATERPILLAR INCCAT5,603$2.2M0.10%
88LIBERTY MEDIA CORP DELFWONB27,003$2.1M0.10%
89HILTON WORLDWIDE HLDGS INCHLT8,435$1.9M0.09%
90BROADCOM INCAVGO11,076$1.9M0.09%
91TELEFONAKTIEBOLAGET LM ERICS294821608238,681$1.8M0.08%
92WYNN RESORTS LTDWYNN18,811$1.8M0.08%
93COHERENT CORPCOHR20,217$1.8M0.08%
94UNITED RENTALS INCURI2,129$1.7M0.08%
95GERON CORPGERN379,533$1.7M0.08%
96JPMORGAN CHASE & CO.VYLD8,067$1.7M0.08%
97INTERNATIONAL BUSINESS MACHSINTR7,291$1.6M0.08%
98CONSTELLATION ENERGY CORPCEG5,480$1.4M0.07%
99UNITEDHEALTH GROUP INCUNH2,275$1.3M0.06%
100FIRST SOLAR INCFSLR5,053$1.3M0.06%
101PARKER-HANNIFIN CORPPH1,952$1.2M0.06%
102GLOBAL X FDS37954Y67328,039$1.2M0.05%
103LOWES COS INC5486611073,998$1.1M0.05%
104MODINE MFG CO6078281007,662$1.0M0.05%
105NXP SEMICONDUCTORS N VNXPI4,181$1.0M0.05%
106VANGUARD WORLD FD92204A7021,665$976,5560.05%
107JOBY AVIATION INCJOBY-WT192,539$968,4720.05%
108SELECT SECTOR SPDR TR81369Y8034,256$960,9360.05%
109BAKER HUGHES COMPANYBKR26,538$959,3490.04%
110BERKSHIRE HATHAWAY INC DELBRK-A2,048$942,6130.04%
111CLEAR SECURE INCYOU27,200$901,4080.04%
112LENNAR CORPLEN-B4,758$892,0300.04%
113ALPHABET INCGOOG5,306$880,0010.04%
114OWENS CORNING NEWOC4,969$877,1280.04%
115SOUTHERN COSOMN9,555$861,6700.04%
116CAVA GROUP INCCAVA6,907$855,4320.04%
117KROGER COKR14,902$853,8850.04%
118HP INCHPQ23,759$852,2360.04%
119VERTIV HOLDINGS COVRT8,565$852,1320.04%
120PHILLIPS 66PSX6,332$832,3420.04%
121INVESCO EXCHANGE TRADED FD TIVZ9,355$831,8470.04%
122THE CIGNA GROUP1255231002,390$827,9920.04%
123CITIGROUP INCC-PR13,064$817,8070.04%
124NOVARTIS AGNVSEF7,056$811,5820.04%
125ACCENTURE PLC IRELANDACN2,289$809,1160.04%
126TECHNIPFMC PLCFTI30,764$806,9400.04%
127BP PLCBPPFF25,658$805,4050.04%
128STERLING INFRASTRUCTURE INCSTRL5,469$793,1150.04%
129MASTERCARD INCORPORATEDMA1,592$785,9290.04%
130TARGET CORPTGT4,935$769,1700.04%
131UBS GROUP AGUBS24,436$755,3170.04%
132TAPESTRY INCTPR15,612$733,4520.03%
133GEN DIGITAL INCGENVR26,528$727,6640.03%
134APPLOVIN CORPAPP5,524$721,1590.03%
135CITIZENS FINL GROUP INCCIA17,556$721,0250.03%
136NISOURCE INCNI20,542$711,7810.03%
137MORGAN STANLEYMS-PQ6,793$708,1030.03%
138MGM RESORTS INTERNATIONALMGM18,002$703,6990.03%
139CBOE GLOBAL MKTS INC12503M1083,363$688,9780.03%
140ALLISON TRANSMISSION HLDGS IALSN7,158$687,6700.03%
141FLOWSERVE CORPFLS13,184$681,4810.03%
142HOST HOTELS & RESORTS INCHST38,432$676,4040.03%
143DBX ETF TR2330515079,293$663,6140.03%
144ZETA GLOBAL HOLDINGS CORPZETA22,236$663,3000.03%
145SPDR SER TR78464A78911,678$662,7270.03%
146EXXON MOBIL CORPXOM5,653$662,6450.03%
147AXIS CAP HLDGS LTDG0692U1098,150$648,8220.03%
148MONOLITHIC PWR SYS INC609839105694$641,6030.03%
149GENERAL DYNAMICS CORPGD2,114$638,8510.03%
150THOMSON REUTERS CORP.TMSOF3,732$636,6800.03%
151PPG INDS INC6935061074,773$632,2320.03%
152EXLSERVICE HOLDINGS INCEXLS16,275$620,8920.03%
153GSK PLCGLAXF15,174$620,3140.03%
154CARPENTER TECHNOLOGY CORPCRS3,877$618,6920.03%
155SEMPRASREA7,365$615,9350.03%
156CHUBB LIMITEDCB2,123$612,2920.03%
157MERITAGE HOMES CORPMTH2,975$610,0840.03%
158VOYA FINANCIAL INCVOYA-PB7,664$607,1430.03%
159CIRRUS LOGIC INCCRUS4,873$605,2760.03%
160SKYWEST INCSKYW7,103$603,8980.03%
161ESSENTIAL PPTYS RLTY TR INC29670E10717,399$594,1760.03%
162FISERV INCFISV3,306$593,9230.03%
163MATSON INCMATX4,133$589,4490.03%
164ISHARES TR4642877054,735$585,3410.03%
165ISHARES TR4642875232,534$584,3160.03%
166ABBOTT LABSABLZF5,102$581,6800.03%
167ISHARES TR4642873255,916$580,7150.03%
168SHERWIN WILLIAMS COSHW1,506$574,7960.03%
169AUTOMATIC DATA PROCESSING INADP2,073$573,6620.03%
170NETAPP INCNTAP4,639$572,9630.03%
171BRIGHT HORIZONS FAM SOL IN D1091941004,079$571,5910.03%
172MADDEN STEVEN LTD55626910811,643$570,3910.03%
173HCA HEALTHCARE INCHCA1,399$568,5960.03%
174ENTERGY CORP NEWENO4,268$561,7120.03%
175TERRENO RLTY CORP88146M1018,292$554,1550.03%
176HAMILTON LANE INCHLNE3,277$551,8150.03%
177FEDEX CORPFDX1,999$547,0870.03%
178INGREDION INCINGR3,897$535,5650.03%
179INTEGER HLDGS CORPITGR4,106$533,7800.03%
180SPOTIFY TECHNOLOGY S ASPOT1,440$530,6840.02%
181POST HLDGS INCPOST4,493$520,0650.02%
182TPG INCTPGXL9,032$519,8820.02%
183HEICO CORP NEWHEI-A1,912$499,9500.02%
184PROLOGIS INC.PLDGP3,959$499,9430.02%
185GE VERNOVA INCGEV1,926$491,0920.02%
186LIGAND PHARMACEUTICALS INCLGNZZ4,895$489,9410.02%
187GALLAGHER ARTHUR J & CO3635761091,737$488,7400.02%
188ISHARES TR46435G33413,020$487,0790.02%
189NEXSTAR MEDIA GROUP INCNXST2,931$484,6410.02%
190TRAVEL PLUS LEISURE CO89416410210,275$473,4720.02%
191KORN FERRYKFY6,281$472,5830.02%
192GODADDY INCGDDY3,009$471,7520.02%
193AVNET INCAVT8,265$448,8730.02%
194JANUS HENDERSON GROUP PLCJHG11,778$448,3890.02%
195SERVICENOW INCNOW496$443,6180.02%
196MUELLER WTR PRODS INC62475810820,220$438,7740.02%
197PERMIAN RESOURCES CORPPR31,690$431,3010.02%
198WORLD KINECT CORPORATIONWKC13,804$426,6820.02%
199VODAFONE GROUP PLC NEW92857W30842,336$424,2070.02%
200AMERICAN HOMES 4 RENTAMH-PG11,013$422,7900.02%
201TRANSMEDICS GROUP INCTMDX2,686$421,7020.02%
202MARTIN MARIETTA MATLS INC573284106776$417,7230.02%
203UMB FINL CORP9027881083,961$416,3410.02%
204CINTAS CORPCTAS2,020$415,8780.02%
205SYSCO CORPSYY5,283$412,4250.02%
206TG THERAPEUTICS INCTGTX17,363$406,1210.02%
207DICKS SPORTING GOODS INC2533931021,935$403,8350.02%
208CARGURUS INCCARG13,394$402,2220.02%
209CF INDS HLDGS INC1252691004,629$397,1690.02%
210ENOVA INTL INC29357K1034,727$396,0760.02%
211SPDR S&P 500 ETF TRSPY687$394,1740.02%
212ONEMAIN HLDGS INCOMF8,352$393,1290.02%
213TIMKEN COTKR4,630$390,2630.02%
214PALOMAR HLDGS INCPLMR3,985$377,2600.02%
215RITHM CAPITAL CORPRITM-PF32,934$373,8010.02%
216HUNTINGTON INGALLS INDS INC4464131061,413$373,5690.02%
217ADDUS HOMECARE CORPADUS2,783$370,2230.02%
218NOVO-NORDISK A SNONOF3,036$361,4970.02%
219INDEPENDENCE RLTY TR INC45378A10617,631$361,4360.02%
220ISHARES TR4642887522,787$354,2280.02%
221SOUTHSTATE CORPORATIONSSB3,617$351,5010.02%
222PNC FINL SVCS GROUP INC6934751051,839$340,0280.02%
223PROGRESSIVE CORP7433151031,324$335,9790.02%
224CHEVRON CORP NEWCVX2,208$325,1850.02%
225ISHARES INC4642866086,128$320,0660.02%
226PROCTER AND GAMBLE CO7427181091,806$312,8000.01%
227ISHARES TR4642875803,356$295,1270.01%
228ISHARES TR4642875561,882$274,0200.01%
229VISA INCV977$268,6160.01%
230ADMA BIOLOGICS INCADMA13,000$259,8700.01%
231INVESCO INDIA EXCHANGE-TRADEIVZ8,118$249,3040.01%
232INVESCO EXCH TRADED FD TR IIIVZ1,884$249,2540.01%
233ALPHABET INCGOOG1,480$247,4420.01%
234ISHARES TR4642873332,592$245,1520.01%
235NEUROCRINE BIOSCIENCES INCNBIX2,017$232,3990.01%
236ORACLE CORPORCL-PD1,363$232,2560.01%
237AMERICAN SUPERCONDUCTOR CORPAMSC9,000$212,4000.01%
238VANGUARD INDEX FDS922908736537$206,1710.01%
239JOHNSON & JOHNSONJNJ1,263$204,7470.01%
240SPDR SER TR78464A8052,890$202,4740.01%
241INVESCO EXCH TRADED FD TR IIIVZ12,105$149,4930.01%
242MSP RECOVERY INCMSPRZ108,900$2400.00%