COOKSON PEIRCE & CO INC: 13F holdings
CIK 11414552026Q2
| Positions | 317 |
|---|
| Reported value | $3.0bn |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 317 (+14 vs prior quarter) |
|---|
| Reported value | $3.0bn (+28.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GLW CORNING INC | 879,037 | $224.5m | 7.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 450,703 | $215.2m | 7.1% |
| APH AMPHENOL CORP | 931,674 | $164.3m | 5.4% |
| GOOGL ALPHABET INC | 424,372 | $151.7m | 5.0% |
| FLEX LTD | 874,601 | $141.7m | 4.7% |
| MU MICRON TECHNOLOGY INC | 65,410 | $75.5m | 2.5% |
| STRL STERLING INFRASTRUCTURE INC | 85,597 | $71.8m | 2.4% |
| HSBC HSBC HLDGS PLC | 594,134 | $56.5m | 1.9% |
| RL RALPH LAUREN CORP | 139,593 | $56.0m | 1.8% |
| CAH CARDINAL HEALTH INC | 227,784 | $54.1m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1141455")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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