Institutional Manager · CIK 0001141455
COOKSON PEIRCE & CO INC
PITTSBURGH, PA · File #028-06545
Latest AUM
$2.41B
Positions
315
Top-10 Concentration
43.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025315 pos · $2.41B
- 13F HOLDINGS REPORTQ/E Sep 2025304 pos · $2.44B
- 13F HOLDINGS REPORTQ/E Jun 2025272 pos · $2.27B
- 13F HOLDINGS REPORTQ/E Mar 2025267 pos · $1.99B
- 13F HOLDINGS REPORTQ/E Dec 2024265 pos · $2.21B
- 13F HOLDINGS REPORTQ/E Sep 2024242 pos · $2.13B
- 13F HOLDINGS REPORTQ/E Jun 2024226 pos · $2.08B
- 13F HOLDINGS REPORTQ/E Mar 2024219 pos · $1.9M
- 13F HOLDINGS REPORTQ/E Dec 2023203 pos · $1.5M
- 13F HOLDINGS REPORTQ/E Sep 2023213 pos · $1.6M
- 13F HOLDINGS REPORTQ/E Jun 2023205 pos · $1.6M
- 13F HOLDINGS REPORTQ/E Mar 2023202 pos · $1,538
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 458,893 | $139.5M | 7.50% |
| 2 | AMPHENOL CORP NEW | 032095101 | 951,998 | $128.7M | 6.92% |
| 3 | AMAZON COM INC | AMZN | 402,755 | $93.0M | 5.00% |
| 4 | CORNING INC | GLW | 953,579 | $83.5M | 4.49% |
| 5 | ALPHABET INC | GOOG | 242,583 | $75.9M | 4.08% |
| 6 | FLEX LTD | FLEX | 1,217,644 | $73.6M | 3.95% |
| 7 | AMERICAN EXPRESS CO | AXP | 176,958 | $65.5M | 3.52% |
| 8 | RALPH LAUREN CORP | RL | 140,216 | $49.6M | 2.67% |
| 9 | HSBC HLDGS PLC | HBCYF | 613,956 | $48.3M | 2.60% |
| 10 | CARDINAL HEALTH INC | CAH | 234,061 | $48.1M | 2.59% |
| 11 | ROBINHOOD MKTS INC | 770700102 | 392,461 | $44.4M | 2.39% |
| 12 | PALANTIR TECHNOLOGIES INC | PLTR | 244,759 | $43.5M | 2.34% |
| 13 | TRANSDIGM GROUP INC | TDG | 32,009 | $42.6M | 2.29% |
| 14 | CROWDSTRIKE HLDGS INC | CRWD | 89,418 | $41.9M | 2.25% |
| 15 | EXPEDIA GROUP INC | EXPE | 146,338 | $41.5M | 2.23% |
| 16 | APPLOVIN CORP | APP | 60,636 | $40.9M | 2.20% |
| 17 | HOWMET AEROSPACE INC | HWM | 196,156 | $40.2M | 2.16% |
| 18 | REDDIT INC | RDDT | 170,148 | $39.1M | 2.10% |
| 19 | NOVARTIS AG | NVSEF | 268,943 | $37.1M | 1.99% |
| 20 | EMCOR GROUP INC | EME | 59,561 | $36.4M | 1.96% |