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COOKSON PEIRCE & CO INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
COOKSON PEIRCE & CO INC
报告期 2026-03-31 · CIK 0001141455
持仓数
303
前50大市值合计
$1.87B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 45
增持 28
减持 37
清仓 40
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$48.8M
151,754
+1424%
清仓
TMUS
T-MOBILE US INC
-$46.6M
0
-100%
增持
FTNT
FORTINET INC
+$36.4M
505,843
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+1767%
清仓
CTVA
CORTEVA INC
-$35.0M
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$32.1M
0
-100%
增持
SNY
SANOFI SPONSORED ADR
+$26.2M
499,761
+3649%
清仓
OKE
ONEOK INC
-$24.4M
0
-100%
建仓
—
SHOCKWAVE MED INC
+$22.3M
78,190
清仓
WMB
WILLIAMS COMPANIES INC
-$20.6M
0
-100%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$20.2M
420,226
+1%
清仓
ALB
ALBEMARLE CORP
-$19.1M
0
-100%
建仓
HUBS
HUBSPOT INC
+$18.3M
34,470
清仓
ELV
ELEVANCE HEALTH INC COM
-$18.0M
0
-100%
清仓
LPLA
LPL FINL HLDGS INC
-$17.9M
0
-100%
建仓
BRO
BROWN AND BROWN INC
+$17.6M
255,810
清仓
COP
CONOCOPHILLIPS
-$17.2M
0
-100%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$14.8M
32,156
减持
CI
CIGNA CORP NEW COM
-$14.5M
2,097
-96%
清仓
AXP
AMERICAN EXPRESS CO
-$14.3M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$13.9M
1,814
-94%
减持
PWR
QUANTA SVCS INC
+$12.8M
476,058
-2%
清仓
FE
FIRSTENERGY CORP
-$11.7M
0
-100%
增持
KR
KROGER CO
+$11.7M
797,209
+53%
减持
KLAC
KLA-TENCOR CORP
+$11.0M
137,811
-1%
建仓
TOL
TOLL BROTHERS INC
+$10.6M
133,792
建仓
PODD
INSULET CORP
+$10.3M
35,550
建仓
UBER
UBER TECHNOLOGIES INC COM
+$9.8M
226,758
增持
BSX
BOSTON SCIENTIFIC CORP
+$8.8M
194,600
+469%
增持
AXON
AXON ENTERPRISE INC
+$8.5M
44,873
+4286%
增持
HSBC
HSBC HLDGS PLC
+$8.5M
615,613
+32%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$7.9M
146,568
+6%
清仓
HUM
HUMANA INC
-$7.8M
0
-100%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$7.8M
11,360
-91%
减持
COR
AMERISOURCEBERGEN CORP
+$6.4M
209,533
-1%
建仓
—
RENAISSANCE RE HLDGS LTD
+$5.9M
31,894
减持
ON
ON SEMICONDUCTOR CORP
+$5.8M
532,767
-2%
增持
TDG
TRANSDIGM GROUP INC
+$5.2M
31,139
+1%
增持
APO
Apollo Global Management Inc C
+$5.2M
366,456
+1%
减持
—
FLEX LTD ORD
+$5.1M
1,147,987
-1%
增持
ING
ING GROUP N V
+$4.6M
928,006
+39%
增持
DECK
DECKERS OUTDOOR CORP
+$4.4M
55,960
+0%
增持
TXRH
TEXAS ROADHOUSE INC
+$3.8M
227,363
+13%
减持
FSLR
FIRST SOLAR INC
-$3.7M
52,061
-17%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$3.5M
193,692
-1%
减持
LW
LAMB WESTON HLDGS INC
+$3.4M
356,937
-1%
减持
MRK
MERCK N CO INC NEW
+$3.3M
477,831
-2%
减持
JBL
JABIL INC
+$3.0M
171,116
-3%
减持
STM
STMICROELECTRONICS N V
-$2.9M
713,338
-1%
清仓
AI
C3 AI INC CL A
-$2.6M
0
-100%
减持
HWM
HOWMET AEROSPACE INC COM
+$2.4M
405,850
-3%
建仓
NFLX
NETFLIX COM INC
+$2.4M
5,355
减持
EXP
EAGLE MATERIALS INC
+$2.2M
61,513
-2%
增持
APH
AMPHENOL CORP NEW
+$2.2M
488,483
+2%
建仓
DAL
DELTA AIR LINES INC DEL
+$2.2M
45,343
建仓
TSLA
TESLA MTRS INC
+$2.0M
7,766
增持
APD
AIR PRODS AND CHEMS INC
+$2.0M
35,001
+19%
建仓
GE
GENERAL ELECTRIC CO COM NEW
+$2.0M
18,255
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$2.0M
129,530
减持
TKR
TIMKEN CO
-$1.9M
2,640
-90%
建仓
ISRG
INTUITIVE SURGICAL INC
+$1.8M
5,316
减持
KBR
KBR INC
+$1.7M
193,334
-2%
建仓
ACAD
ACADIA PHARMACEUTICALS INC
+$1.7M
71,163
减持
FCX
FREEPORT-MCMORAN COPPER AND GO
-$1.7M
8,874
-82%
清仓
IPGP
IPG PHOTONICS CORP
-$1.5M
0
-100%
清仓
OKTA
OKTA INC
-$1.5M
0
-100%
清仓
DLB
DOLBY LABORATORIES INC
-$1.5M
0
-100%
建仓
KBH
KB HOME
+$1.5M
29,472
清仓
MTDR
MATADOR RES CO
-$1.5M
0
-100%
建仓
DT
DYNATRACE INC COM
+$1.5M
29,008
清仓
IPAR
INTER PARFUMS INC
-$1.5M
0
-100%
减持
SJM
SMUCKER J M CO
-$1.5M
128,741
-1%
建仓
—
LAM RESEARCH CORP
+$1.4M
2,152
建仓
CBOE
CBOE GLOBAL MARKETS INC
+$1.4M
9,947
清仓
FOUR
SHIFT4 PMTS INC CL A
-$1.4M
0
-100%
清仓
FOXF
FOX FACTORY HLDG CORP
-$1.3M
0
-100%
减持
HSY
HERSHEY FOODS CORP
-$1.3M
135,347
-2%
减持
—
ARCH CAP GROUP LTD
+$1.2M
241,184
-3%
清仓
TTC
TORO CO
-$1.2M
0
-100%
建仓
FLNC
Fluence Energy Inc.
+$1.2M
45,285
减持
IRM
IRON MTN INC NEW
+$1.2M
408,059
-2%
清仓
SE
SEA LTD
-$1.1M
0
-100%
减持
TDW
TIDEWATER INC NEW
-$1.1M
3,982
-87%
清仓
CVX
CHEVRONTEXACO CORP
-$1.0M
0
-100%
增持
SNOW
SNOWFLAKE INC CL A
+$981.0K
12,922
+54%
减持
—
SKECHERS U S A INC
+$970.0K
221,177
-2%
增持
DKS
DICKS SPORTING GOODS INC
+$932.0K
240,976
+11%
减持
VICI
VICI PPTYS INC
-$930.0K
432,572
-3%
增持
MDLZ
MONDELEZ INTL INC
+$918.0K
193,752
+2%
减持
NVDA
NVIDIA CORP
+$883.0K
12,135
-21%
增持
JOBY
JOBY AVIATION INC
+$866.0K
143,783
+2%
清仓
GD
GENERAL DYNAMICS CORP
-$861.0K
0
-100%
增持
PH
PARKER HANNIFIN CORP
+$779.0K
3,879
+78%
清仓
CMI
CUMMINS INC
-$764.0K
0
-100%
清仓
NFG
NATIONAL FUEL GAS CO N J
-$736.0K
0
-100%
减持
DRI
DARDEN RESTAURANTS INC
+$735.0K
91,983
-2%
建仓
XLK
SELECT SECTOR SPDR TR SBI INT-
+$734.0K
4,220
建仓
ROCK
GIBRALTAR INDS INC
+$703.0K
11,175
建仓
ENPH
ENPHASE ENERGY INC
+$681.0K
4,069
减持
—
STELLANTIS N.V SHS
-$649.0K
581,467
-2%
增持
AAPL
APPLE INC COM
+$623.0K
7,571
+48%
建仓
META
META PLATFORMS INC CL A
+$603.0K
2,100
清仓
ABBV
ABBVIE INC
-$590.0K
0
-100%
增持
TCOM
TRIP COM GROUP LTD ADS
-$562.0K
605,442
+5%
建仓
LEN
LENNAR CORP
+$554.0K
4,421
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$528.0K
6,494
清仓
—
THOMSON REUTERS CORP
-$525.0K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC SHS
-$519.0K
0
-100%
建仓
—
THOMSON REUTERS CORP. COM
+$503.0K
3,727
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$496.0K
156,263
+3%
清仓
VLO
VALERO ENERGY CORP NEW
-$490.0K
0
-100%
减持
RTX
RTX CORPORATION COM
-$486.0K
356,097
-1%
建仓
ABT
ABBOTT LABS
+$473.0K
4,337
清仓
IDGT
ISHARES TR GLDM SCHS NETW
-$472.0K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$429.0K
88,142
-1%
清仓
—
GENPACT LIMITED
-$427.0K
0
-100%
清仓
BNY
BANK OF NEW YORK MELLON CORP
-$404.0K
0
-100%
建仓
MDB
MONGODB INC
+$380.0K
924
增持
VGT
VANGUARD SECTOR INDEX FDS INF
+$377.0K
1,655
+80%
清仓
—
CNH INDL N V
-$375.0K
0
-100%
减持
AGCO
AGCO CORP
-$366.0K
83,868
-0%
建仓
GOOGL
ALPHABET INC CAP STK CL A
+$366.0K
3,054
减持
PFGC
PERFORMANCE FOOD GROUP CO
-$330.0K
166,806
-3%
清仓
HAL
HALLIBURTON CO
-$330.0K
0
-100%
建仓
OMF
ONEMAIN HLDGS INC COM
+$317.0K
7,251
建仓
CRM
SALESFORCE INC COM
+$311.0K
1,473
建仓
EOSE
EOS ENERGY ENTERPRISES INC
+$304.0K
70,000
建仓
MRVL
MARVELL TECHNOLOGY GROUP LTD C
+$299.0K
5,000
清仓
—
SYNOVUS FINL CORP
-$296.0K
0
-100%
建仓
JEF
JEFFERIES FINL GROUP INC COM
+$296.0K
8,922
清仓
EWBC
EAST WEST BANCORP INC
-$276.0K
0
-100%
减持
BWA
BORG WARNER INC
-$273.0K
504,823
-1%
清仓
CXT
CRANE HLDGS CO COM
-$268.0K
0
-100%
增持
BKR
BAKER HUGHES A GE CO
+$266.0K
21,907
+48%
减持
—
GENIUS SPORTS LIMITED
+$266.0K
229,967
-1%
清仓
IHE
ISHARES TR DJ PHARMA INDX
-$259.0K
0
-100%
建仓
NVO
NOVO-NORDISK A S ADR
+$257.0K
1,585
增持
—
ARISTA NETWORKS INC
+$248.0K
2,856
+123%
减持
MTRN
MATERION CORP
-$245.0K
15,128
-11%
增持
MA
MASTERCARD INCORPORATED CL A
+$241.0K
1,143
+99%
清仓
ARDX
ARDELYX INC
-$240.0K
0
-100%
建仓
ITB
ISHARES TR DJ HOME CONSTN
+$235.0K
2,754
减持
NXST
NEXSTAR BROADCASTING GROUP I
-$234.0K
2,554
-33%
建仓
LASR
NLIGHT INC COM
+$231.0K
15,000
建仓
BSMU
INVESCO EXCH TRD SLF IDX FD IN
+$230.0K
10,457
建仓
BSMT
INVESCO EXCH TRD SLF IDX FD BU
+$229.0K
9,953
建仓
BSMV
INVESCO EXCH TRD SLF IDX FD BU
+$229.0K
10,829
建仓
BSMO
INVESCO EXCH TRD SLF IDX FD BU
+$229.0K
9,228
建仓
BSMR
INVESCO EXCH TRD SLF IDX FD BU
+$229.0K
9,692
建仓
—
FERRARI N V COM
+$228.0K
700
建仓
BSMQ
INVESCO EXCH TRD SLF IDX FD BU
+$228.0K
9,708
