Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
COOKSON PEIRCE & CO INC (CIK 1141455) reported $2.36B across 302 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($152.8M, 6.47%), GLW ($127.7M, 5.41%), GOOGL ($121.8M, 5.16%), APH ($117.0M, 4.95%), FLEX ($77.6M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $152.8M | 6.47% | 451,991 | Trimmed |
| 2 | GLW | CORNING INC | $127.7M | 5.41% | 939,365 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $121.8M | 5.16% | 423,499 | Added |
| 4 | APH | AMPHENOL CORP | $117.0M | 4.95% | 926,128 | Trimmed |
| 5 | FLEX | FLEXTRONICS INTL LTD | $77.6M | 3.28% | 1.2M | Trimmed |
| 6 | LLY | ELI LILLY & CO | $56.7M | 2.40% | 61,609 | Added |
| 7 | FTI | TECHNIPFMC PLC | $49.8M | 2.11% | 720,879 | Trimmed |
| 8 | HSBC | HSBC HLDGS PLC | $49.0M | 2.07% | 593,877 | Trimmed |
| 9 | RL | RALPH LAUREN CORP | $47.9M | 2.03% | 139,315 | Trimmed |
| 10 | CAH | CARDINAL HEALTH INC | $47.9M | 2.03% | 226,821 | Trimmed |
| 11 | HWM | HOWMET AEROSPACE INC | $45.1M | 1.91% | 195,897 | Trimmed |
| 12 | NVS | NOVARTIS AG | $43.3M | 1.83% | 283,617 | Added |
| 13 | EME | EMCOR GROUP INC | $42.9M | 1.82% | 58,108 | Trimmed |
| 14 | USFD | US FOODS HLDG CORP | $40.0M | 1.69% | 433,445 | Trimmed |
| 15 | AA | ALCOA CORP | $37.1M | 1.57% | 559,674 | Added |
| 16 | STRL | STERLING INFRASTRUCTURE INC | $33.7M | 1.43% | 82,662 | Added |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $33.4M | 1.41% | 228,153 | Trimmed |
| 18 | STT | STATE STR CORP | $32.5M | 1.38% | 256,818 | New |
| 19 | LUV | SOUTHWEST AIRLS CO | $32.4M | 1.37% | 863,345 | New |
| 20 | MPWR | MONOLITHIC PWR SYS INC | $32.2M | 1.36% | 29,474 | Added |
| 21 | DGX | QUEST DIAGNOSTICS INC | $30.6M | 1.30% | 156,342 | Trimmed |
| 22 | WWD | WOODWARD INC | $28.2M | 1.19% | 78,695 | Added |
| 23 | GEV | GE VERNOVA INC | $27.7M | 1.17% | 31,756 | Trimmed |
| 24 | NXT | NEXTPOWER INC | $27.4M | 1.16% | 226,881 | New |
| 25 | NVDA | NVIDIA CORPORATION | $26.5M | 1.12% | 151,759 | Added |
Source: SEC Form 13F filings · as of 2026-03-31