COOKSON PEIRCE & CO INC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$2.4T
Holdings
315
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (315 positions)
| Stock | Value |
|---|---|
TSMTAIWAN SEMICONDUCTOR MFG LTD | $139.0M |
APHAMPHENOL CORP NEW | $128.0M |
AMZNAMAZON COM INC | $92.0M |
GLWCORNING INC | $83.0M |
GOOGLALPHABET INC | $75.0M |
FLEXFLEX LTD | $73.0M |
AXPAMERICAN EXPRESS CO | $65.0M |
RLRALPH LAUREN CORP | $49.0M |
HBC2HSBC HLDGS PLC | $48.0M |
CAHCARDINAL HEALTH INC | $48.0M |
HOODROBINHOOD MKTS INC | $44.0M |
PLTRPALANTIR TECHNOLOGIES INC | $43.0M |
T7DTRANSDIGM GROUP INC | $42.0M |
CRWDCROWDSTRIKE HLDGS INC | $41.0M |
EXPEEXPEDIA GROUP INC | $41.0M |
APPAPPLOVIN CORP | $40.0M |
HWMHOWMET AEROSPACE INC | $40.0M |
RDDTREDDIT INC | $39.0M |
NVSNNOVARTIS AG | $37.0M |
EMEEMCOR GROUP INC | $36.0M |
USFDUS FOODS HLDG CORP | $33.0M |
FTITECHNIPFMC PLC | $32.0M |
DGXQUEST DIAGNOSTICS INC | $28.0M |
UBERUBER TECHNOLOGIES INC | $27.0M |
NVDANVIDIA CORPORATION | $26.0M |
TRVCCITIGROUP INC | $26.0M |
TOLTOLL BROTHERS INC | $25.0M |
STRLSTERLING INFRASTRUCTURE INC | $25.0M |
METAMETA PLATFORMS INC | $25.0M |
BKNGBOOKING HOLDINGS INC | $24.0M |
LLYELI LILLY & CO | $23.0M |
BCSBARCLAYS PLC | $21.0M |
GSGOLDMAN SACHS GROUP INC | $21.0M |
EXEEXPAND ENERGY CORPORATION | $21.0M |
GEVGE VERNOVA INC | $21.0M |
ALVAUTOLIV INC | $20.0M |
MCKMCKESSON CORP | $19.0M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $19.0M |
JBLJABIL INC | $19.0M |
BWXTBWX TECHNOLOGIES INC | $19.0M |
EVREVERCORE INC | $19.0M |
MPWRMONOLITHIC PWR SYS INC | $19.0M |
COFCAPITAL ONE FINL CORP | $18.0M |
DELLDELL TECHNOLOGIES INC | $17.0M |
AVGOBROADCOM INC | $16.0M |
NBIXNEUROCRINE BIOSCIENCES INC | $15.0M |
ALSALLSTATE CORP | $15.0M |
BKRBAKER HUGHES COMPANY | $14.0M |
RPRXROYALTY PHARMA PLC | $14.0M |
PEGAPEGASYSTEMS INC | $13.0M |
BSXBOSTON SCIENTIFIC CORP | $13.0M |
LRCXLAM RESEARCH CORP | $12.0M |
FLSFLOWSERVE CORP | $11.0M |
BSCZINVESCO EXCH TRD SLF IDX FD | $11.0M |
BSCSINVESCO EXCH TRD SLF IDX FD | $11.0M |
BSCRINVESCO EXCH TRD SLF IDX FD | $11.0M |
ULTAULTA BEAUTY INC | $11.0M |
NETCLOUDFLARE INC | $11.0M |
BSCTINVESCO EXCH TRD SLF IDX FD | $11.0M |
BLDTOPBUILD CORP | $10.0M |
BSCYINVESCO EXCH TRD SLF IDX FD | $10.0M |
BSCWINVESCO EXCH TRD SLF IDX FD | $10.0M |
CASYCASEYS GEN STORES INC | $10.0M |
MUMICRON TECHNOLOGY INC | $10.0M |
BSCXINVESCO EXCH TRD SLF IDX FD | $10.0M |
BSCVINVESCO EXCH TRD SLF IDX FD | $10.0M |
INCYINCYTE CORP | $10.0M |
BSCUINVESCO EXCH TRD SLF IDX FD | $10.0M |
SNOWSNOWFLAKE INC | $9.0M |
PRIMPRIMORIS SVCS CORP | $8.0M |
OHIOMEGA HEALTHCARE INVS INC | $8.0M |
AXSAXIS CAP HLDGS LTD | $8.0M |
BWABORGWARNER INC | $8.0M |
MSFTMICROSOFT CORP | $8.0M |
HTDCORCEPT THERAPEUTICS INC | $7.0M |
WYNNWYNN RESORTS LTD | $6.0M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $5.0M |
IONQIONQ INC | $5.0M |
SOFISOFI TECHNOLOGIES INC | $5.0M |
YOUCLEAR SECURE INC | $4.0M |
COHRCOHERENT CORP | $4.0M |
DDOGDATADOG INC | $4.0M |
SUXTD SYNNEX CORPORATION | $4.0M |
DALDELTA AIR LINES INC DEL | $4.0M |
ATDATI INC | $4.0M |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $4.0M |
JPMJPMORGAN CHASE & CO. | $3.0M |
CFGCITIZENS FINL GROUP INC | $3.0M |
SNPSSYNOPSYS INC | $3.0M |
FWONALIBERTY MEDIA CORP DEL | $3.0M |
NEMNEWMONT CORP | $3.0M |
SPHDINVESCO EXCH TRADED FD TR II | $3.0M |
DWDMORGAN STANLEY | $3.0M |
AXONAXON ENTERPRISE INC | $3.0M |
AAPLAPPLE INC | $3.0M |
PWRQUANTA SVCS INC | $3.0M |
IRTCIRHYTHM TECHNOLOGIES INC | $3.0M |
AEISADVANCED ENERGY INDS | $3.0M |
GEGE AEROSPACE | $3.0M |
HALHALLIBURTON CO | $3.0M |
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