COOKSON PEIRCE & CO INC Q1 2021 Filing

Filed May 11, 2021

Portfolio Value

$1.5B

Holdings

171

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (171 positions)

StockValue
KLACKLA-TENCOR CORP
$67.9M
AMZNAMAZON COM INC
$59.6M
FCXFREEPORT-MCMORAN COPPER AND GO
$54.5M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$54.4M
DWDMORGAN STANLEY
$52.5M
MSFTMICROSOFT CORP
$49.2M
JDJD COM INC
$47.1M
PWRQUANTA SVCS INC
$44.4M
CMCSACOMCAST CORP
$41.5M
ABBVABBVIE INC
$35.9M
PINSPINTEREST INC CL A
$34.6M
ROKROCKWELL AUTOMATION INC
$33.9M
PHPARKER HANNIFIN CORP
$30.5M
INFYINFOSYS TECHNOLOGIES LTD
$29.9M
UNHUNITEDHEALTH GROUP INC
$29.4M
NVDANVIDIA CORP
$27.6M
APTVAPTIV PLC
$26.5M
ZEN1EURZENDESK INC
$26.4M
DYHTARGET CORP
$25.7M
ALLYALLY FINL INC
$24.6M
AG8AGILENT TECHNOLOGIES INC
$24.2M
BLDRBUILDERS FIRSTSOURCE INC
$24.0M
STXSEAGATE TECHNOLOGY PLC
$23.2M
ABTABBOTT LABS
$22.1M
FFIVF5 NETWORKS INC
$22.0M
TPRTAPESTRY INC COM
$21.5M
PCARPACCAR INC
$21.1M
LPLALPL FINL HLDGS INC
$19.9M
VACMARRIOTT VACATIONS WRLDWDE C
$19.8M
TELTE CONNECTIVITY LTD
$19.6M
AVTRAVANTOR INC COM
$19.0M
FITBFIFTH THIRD BANCORP
$18.6M
ALBALBEMARLE CORP
$18.3M
AAPLAPPLE INC COM
$17.0M
AGCOAGCO CORP
$17.0M
CMICUMMINS INC
$16.8M
7HPHP INC COM
$16.8M
ACNACCENTURE PLC IRELAND SHS CLAS
$16.3M
DVADAVITA INC
$15.1M
NTESNETEASE COM INC
$14.5M
SAMBOSTON BEER INC
$14.5M
ONON SEMICONDUCTOR CORP
$14.4M
PNCPNC FINL SVCS GROUP INC
$14.3M
LADLITHIA MTRS INC
$12.6M
QQQINVESCO EXCH TRD SLF IDX FD BU
$12.3M
BSCMUSDINVESCO EXCH TRD SLF IDX FD BU
$12.3M
BSCOINVESCO EXCH TRD SLF IDX FD BU
$12.3M
AFWALIGN TECHNOLOGY INC
$11.5M
SQMSOCIEDAD QUIMICA MINERA DE C
$11.5M
RJFRAYMOND JAMES FINANCIAL INC
$11.4M
PIIPOLARIS INDS INC
$10.6M
MGAMAGNA INTL INC
$9.5M
TSCOTRACTOR SUPPLY CO
$9.3M
BCBRUNSWICK CORP
$8.5M
CITCINTAS CORP
$8.2M
TKRTIMKEN CO
$7.1M
TPDTEMPUR PEDIC INTL INC
$7.0M
LOWLOWES COS INC
$6.7M
BSCPINVESCO EXCH TRD SLF IDX FD BU
$6.1M
BSCQINVESCO EXCH TRD SLF IDX FD BU
$6.1M
BSCRINVESCO EXCH TRD SLF IDX FD BU
$6.1M
BSCSINVESCO EXCH TRD SLF IDX FD IN
$6.1M
BSCTINVESCO EXCH TRD SLF IDX FD BU
$6.1M
BSCUINVESCO EXCH TRD SLF IDX FD IN
$6.0M
ASMLASML HOLDING N V N Y REGISTRY
$4.7M
XYLXYLEM INC
$4.2M
XYZSQUARE INC
$3.8M
TTEKTETRA TECH INC NEW
$3.8M
YETIYETI HLDGS INC COM
$3.7M
FTNTFORTINET INC
$3.3M
TXG10X GENOMICS INC CL A COM
$3.2M
WYNNWYNN RESORTS LTD
$3.0M
DISDISNEY WALT CO
$2.9M
CPRICAPRI HOLDINGS LIMITED SHS
$2.9M
DRIDARDEN RESTAURANTS INC
$2.8M
LLYLILLY ELI AND CO
$2.8M
BIDUNBAIDU INC SPON ADR REP A
$2.7M
XECEURCIMAREX ENERGY CO
$2.6M
LUVSOUTHWEST AIRLS CO
$2.6M
AXPAMERICAN EXPRESS CO
$2.5M
MCHPMICROCHIP TECHNOLOGY INC
$2.2M
PBPROSPERITY BANCSHARES INC
$2.1M
AVNTAVIENT CORPORATION COM
$2.0M
VECOVEECO INSTRS INC DEL
$2.0M
LEVI52736R102
$1.9M
EVREVERCORE INC
$1.9M
CR1USDCRANE CO
$1.7M
SPHDINVESCO EXCHNG TRADED FD TR II
$1.6M
NFLXNETFLIX COM INC
$1.5M
ATVIEURACTIVISION BLIZZARD INC
$1.4M
MOATVANECK VECTORS ETF TR MORNINGS
$1.3M
APY1EURCHAMPIONX CORPORATION
$1.3M
KSUEURKANSAS CITY SOUTHERN
$1.3M
VTVVANGUARD INDEX TR VALUE VIPERS
$1.2M
GOOGALPHABET INC CAP STK CL C
$1.2M
SESEA LTD
$1.1M
APPHARVEST INC COM
$1.1M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$1.0M
SBUXSTARBUCKS CORP
$969K
LIVE OAK ACQUISITION CORP COM
$940K
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