COOKSON PEIRCE & CO INC 13F Holdings

CIK 0001141455 · PITTSBURGH, PA

As of Sep 30, 2025, COOKSON PEIRCE & CO INC reported 304 positions worth $2.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology467,566 30.6M5.45%
AMPHENOL CORP-CL AAPHTechnology976,281 20.8M5.04%
AMAZON.COM INCAMZNEquity404,295$88.8M3.71%
CORNING INCGLWTechnology965,377$79.2M3.31%
FLEX LTDFLEXTechnology1,230,676$71.3M2.98%
F5 INCFFIVTechnology212,836$68.8M2.87%
META PLATFORMS INCMETACommunication Services86,527$63.5M2.65%
ROBINHOOD MARKETS INC - AHOODEquity428,586$61.4M2.56%
AMERICAN EXPRESS COAXPFinancial Services176,047$58.5M2.44%
SEA LTDSEConsumer Cyclical297,272$53.1M2.22%
APPLOVIN CORPAPPTechnology62,800$45.1M1.88%
RALPH LAUREN CORPRLConsumer Cyclical141,692$44.4M1.86%
HSBC HOLDINGS PLCHSBCFinancial Services623,969$44.3M1.85%
CROWDSTRIKE HOLDINGS INCCRWDTechnology88,336$43.3M1.81%
TRANSDIGM GROUP INCTDGIndustrials32,591$43.0M1.79%
REDDIT INCRDDTCommunication Services172,301$39.6M1.65%
HOWMET AEROSPACE INCHWMIndustrials201,184$39.5M1.65%
EMCOR GROUP INCEMEIndustrials60,546$39.3M1.64%
CARDINAL HEALTH INCCAHHealthcare236,307$37.1M1.55%
NOVARTIS AG-SPONSORED ADRNVSNHealthcare272,169$34.9M1.46%
PALANTIR TECHNOLOGIES INCPLTRTechnology190,772$34.8M1.45%
ALPHABET INCGOOGLEquity142,766$34.7M1.45%
US FOODS HOLDING CORPUSFDConsumer Defensive448,717$34.4M1.44%
UBER TECHNOLOGIES INCUBERTechnology347,272$34.0M1.42%
EXPEDIA GROUP INCEXPEIndustrials147,869$31.6M1.32%