COOKSON PEIRCE & CO INC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$2.1B

Holdings

242

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (242 positions)

#StockSharesValue% PortfolioType
1
PWRQUANTA SVCS INC
405,234$120.8T5663247.65%
2
KLACKLA CORP
141,542$109.6T5137869.57%
3
MSFTMICROSOFT CORP
210,275$90.5T4241151.97%
4
VRTXVERTEX PHARMACEUTICALS INC
155,081$72.1T3380738.09%
5
TSMTAIWAN SEMICONDUCTOR MFG LTD
407,357$70.7T3316081.99%
6
AMZNAMAZON COM INC
372,875$69.5T3256655.11%
7
APHAMPHENOL CORP NEW
1,042,144$67.9T3182982.52%
8
DECKDECKERS OUTDOOR CORP
362,086$57.7T2706210.19%
9
IRMIRON MTN INC DEL
459,515$54.6T2559477.82%
10
ABGCENCORA INC
238,769$53.7T2519069.08%
11
APOAPOLLO GLOBAL MGMT INC
416,310$52.0T2437467.49%
12
T7DTRANSDIGM GROUP INC
35,470$50.6T2372742.02%
13
FLEXFLEX LTD
1,310,711$43.8T2053849.37%
14
AXPAMERICAN EXPRESS CO
159,878$43.4T2032374.15%
15
BROBROWN & BROWN INC
412,374$42.7T2002515.27%
16
COSTCOSTCO WHSL CORP NEW
47,329$42.0T1966721.01%
17
AZNASTRAZENECA PLC
483,667$37.7T1766303.37%
18
EVREVERCORE INC
137,107$34.7T1628128.46%
19
ATDATI INC
499,859$33.4T1567703.10%
20
KMIKINDER MORGAN INC DEL
1,473,672$32.6T1525885.06%
21
HBC2HSBC HLDGS PLC
692,377$31.3T1466595.01%
22
HWMHOWMET AEROSPACE INC
305,324$30.6T1434732.30%
23
CMICUMMINS INC
91,388$29.6T1387004.53%
24
USFDUS FOODS HLDG CORP
477,314$29.4T1375956.03%
25
TXTTEXTRON INC
322,373$28.6T1338504.05%
26
TOLTOLL BROTHERS INC
183,561$28.4T1329250.05%
27
ACGLARCH CAP GROUP LTD
233,144$26.1T1222649.49%
28
UBERUBER TECHNOLOGIES INC
338,221$25.4T1191550.95%
29
RLRALPH LAUREN CORP
119,085$23.1T1082163.64%
30
TEVATEVA PHARMACEUTICAL INDS LTD
1,263,472$22.8T1067199.68%
31
CRBGCOREBRIDGE FINL INC
774,104$22.6T1058064.41%
32
BKNGBOOKING HOLDINGS INC
5,178$21.8T1022322.83%
33
BSXBOSTON SCIENTIFIC CORP
257,205$21.6T1010296.14%
34
VENVENTAS INC
326,860$21.0T982535.58%
35
TTEKTETRA TECH INC NEW
432,616$20.4T956316.50%
36
STNGSCORPIO TANKERS INC
276,838$19.7T925210.41%
37
AXONAXON ENTERPRISE INC
48,777$19.5T913620.53%
38
MSIMOTOROLA SOLUTIONS INC
41,437$18.6T873314.53%
39
SSNCSS&C TECHNOLOGIES HLDGS INC
249,720$18.5T868642.44%
40
HALOHALOZYME THERAPEUTICS INC
315,378$18.1T846167.41%
41
EXPEAGLE MATLS INC
60,266$17.3T812572.30%
42
OSCROSCAR HEALTH INC
746,241$15.8T741899.45%
43
KKRKKR & CO INC
116,547$15.2T713353.40%
44
OHIOMEGA HEALTHCARE INVS INC
353,244$14.4T673898.48%
45
GLWCORNING INC
316,842$14.3T670541.70%
46
FRPTFRESHPET INC
98,751$13.5T633078.61%
47
ARGXARGENX SE
23,566$12.8T598790.01%
48
ALSALLSTATE CORP
65,876$12.5T585605.78%
49
GSGOLDMAN SACHS GROUP INC
24,431$12.1T566980.64%
50
ONONON HLDG AG
237,365$11.9T557972.63%
51
NVDANVIDIA CORPORATION
96,966$11.8T551961.04%
52
ITTITT INC
76,960$11.5T539337.46%
53
TWTRADEWEB MKTS INC
89,595$11.1T519365.88%
54
BCSBARCLAYS PLC
887,816$10.8T505620.34%
55
SFSTIFEL FINL CORP
111,843$10.5T492265.82%
56
LLYELI LILLY & CO
11,598$10.3T481614.29%
57
BSCTINVESCO EXCH TRD SLF IDX FD
520,127$9.8T458588.82%
58
BSCRINVESCO EXCH TRD SLF IDX FD
496,080$9.8T458546.59%
59
BSCQINVESCO EXCH TRD SLF IDX FD
500,117$9.8T458527.89%
60
BSCSINVESCO EXCH TRD SLF IDX FD
475,637$9.8T458377.80%
61
BSCPINVESCO EXCH TRD SLF IDX FD
472,227$9.8T457084.15%
62
BSCUINVESCO EXCH TRD SLF IDX FD
571,206$9.7T453824.30%
63
BSCVINVESCO EXCH TRD SLF IDX FD
578,220$9.6T451808.09%
64
BSCXINVESCO EXCH TRD SLF IDX FD
445,878$9.6T451016.87%
65
BSCWINVESCO EXCH TRD SLF IDX FD
458,696$9.6T450867.25%
66
EQREQUITY RESIDENTIAL
116,797$8.7T407643.02%
67
ITRIITRON INC
80,947$8.6T405263.96%
68
SUXTD SYNNEX CORPORATION
43,152$5.2T242882.90%
69
PLTRPALANTIR TECHNOLOGIES INC
127,547$4.7T222401.91%
70
GEGE AEROSPACE
21,860$4.1T193228.45%
71
AAPLAPPLE INC
16,276$3.8T177756.62%
72
ANETEURARISTA NETWORKS INC
9,625$3.7T173162.43%
73
CRWDCROWDSTRIKE HLDGS INC
12,491$3.5T164213.52%
74
NFLXNETFLIX INC
4,604$3.3T153067.48%
75
MOATVANECK ETF TRUST
33,394$3.2T151754.51%
76
SPHDINVESCO EXCH TRADED FD TR II
62,924$3.2T149153.89%
77
DKNGDRAFTKINGS INC NEW
75,283$3.0T138327.43%
78
PSTGPURE STORAGE INC
57,898$2.9T136344.78%
79
DALDELTA AIR LINES INC DEL
53,563$2.7T127517.09%
80
METAMETA PLATFORMS INC
4,568$2.6T122569.20%
81
AURAURORA INNOVATION INC
440,000$2.6T122095.50%
82
ISRGINTUITIVE SURGICAL INC
5,243$2.6T120732.84%
83
NDQINVESCO QQQ TR
4,987$2.4T114091.56%
84
VTVVANGUARD INDEX FDS
13,645$2.4T111652.51%
85
GENIGENIUS SPORTS LIMITED
299,875$2.4T110200.00%
86
HOODROBINHOOD MKTS INC
97,242$2.3T106749.56%
87
CATCATERPILLAR INC
5,603$2.2T102720.24%
88
FWONALIBERTY MEDIA CORP DEL
27,003$2.1T98004.65%
89
HLTHILTON WORLDWIDE HLDGS INC
8,435$1.9T91134.20%
90
AVGOBROADCOM INC
11,076$1.9T89557.71%
91
ERICTELEFONAKTIEBOLAGET LM ERICS
238,681$1.8T84803.22%
92
WYNNWYNN RESORTS LTD
18,811$1.8T84540.12%
93
COHRCOHERENT CORP
20,217$1.8T84254.42%
94
URIUNITED RENTALS INC
2,129$1.7T80805.58%
95
GONGERON CORP
379,533$1.7T80766.40%
96
JPMJPMORGAN CHASE & CO.
8,067$1.7T79732.47%
97
IBMINTERNATIONAL BUSINESS MACHS
7,291$1.6T75554.79%
98
CEGCONSTELLATION ENERGY CORP
5,480$1.4T66790.19%
99
UNHUNITEDHEALTH GROUP INC
2,275$1.3T62348.34%
100
FSLRFIRST SOLAR INC
5,053$1.3T59080.06%
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