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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 41
增持 62
减持 11
清仓 36
方向
标的
Δ市值
现股数(环比)
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$79.7M
0
-100%
增持
AMZN
AMAZON COM INC
+$47.9M
360,524
+199%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$44.3M
318,017
+294%
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。
清仓
—
STELLANTIS N.V SHS
-$43.4M
0
-100%
减持
NOW
SERVICENOW INC
-$32.5M
439
-99%
清仓
INTU
INTUIT
-$29.2M
0
-100%
建仓
KMI
KINDER MORGAN INC DEL
+$28.5M
1,434,734
增持
KLAC
KLA CORP
+$25.2M
144,528
+7%
建仓
QCOM
QUALCOMM INC
+$22.8M
114,329
清仓
JBL
JABIL INC
-$21.4M
0
-100%
建仓
RL
RALPH LAUREN CORP
+$20.9M
119,463
增持
LLY
ELI LILLY & CO
+$19.6M
22,146
+3472%
增持
CRBG
COREBRIDGE FINL INC
+$16.8M
586,545
+6506%
增持
APH
AMPHENOL CORP NEW
+$15.7M
1,047,647
+120%
增持
MSFT
MICROSOFT CORP
+$13.5M
211,618
+10%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$13.4M
156,169
+9%
增持
PSTG
PURE STORAGE INC
+$12.4M
675,352
+13%
建仓
SNX
TD SYNNEX CORPORATION
+$12.4M
107,435
建仓
OSCR
OSCAR HEALTH INC
+$11.6M
735,808
清仓
LW
LAMB WESTON HLDGS INC
-$11.3M
0
-100%
清仓
NXT
NEXTRACKER INC
-$10.9M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$9.7M
46,885
+14%
增持
IRM
IRON MTN INC DEL
+$9.5M
461,823
+16%
增持
DECK
DECKERS OUTDOOR CORP
+$9.1M
60,150
+15%
建仓
SM
SM ENERGY CO
+$8.8M
202,697
清仓
TNET
TRINET GROUP INC
-$8.6M
0
-100%
增持
APO
APOLLO GLOBAL MGMT INC
+$8.6M
417,495
+15%
建仓
WDC
WESTERN DIGITAL CORP.
+$8.4M
111,428
清仓
FDS
FACTSET RESH SYS INC
-$8.4M
0
-100%
建仓
ALL
ALLSTATE CORP
+$8.1M
50,527
建仓
ITRI
ITRON INC
+$7.9M
79,713
清仓
CRM
SALESFORCE INC COM
-$7.8M
0
-100%
增持
TDG
TRANSDIGM GROUP INC
+$7.5M
35,580
+15%
增持
MSI
MOTOROLA SOLUTIONS INC
+$6.9M
40,551
+65%
增持
HSBC
HSBC HLDGS PLC
+$6.6M
697,371
+16%
增持
—
FLEX LTD
+$6.1M
1,308,476
+15%
增持
—
SCORPIO TANKERS INC
+$5.9M
277,633
+19%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$5.9M
219,820
+17%
增持
EVR
EVERCORE INC
+$5.8M
137,309
+16%
增持
BRO
BROWN & BROWN INC
+$5.8M
414,034
+16%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$4.2M
56,212
+4%
增持
COR
CENCORA INC
+$3.8M
239,543
+16%
增持
NVDA
NVIDIA CORPORATION
+$3.8M
98,586
+960%
增持
HWM
HOWMET AEROSPACE INC
+$3.7M
380,138
+1%
增持
RJF
RAYMOND JAMES FINL INC
+$3.4M
94,130
+47%
增持
V
VISA INC
+$3.3M
118,256
+19%
建仓
AXP
AMERICAN EXPRESS CO
+$3.3M
14,275
增持
EXP
EAGLE MATLS INC
-$3.2M
60,282
+1%
增持
USFD
US FOODS HLDG CORP
+$3.1M
476,214
+16%
增持
MRK
MERCK & CO INC
+$2.4M
519,568
+11%
减持
VRT
VERTIV HOLDINGS CO
-$2.3M
19,955
-60%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.2M
253,089
+0%
增持
TOL
TOLL BROTHERS INC
-$2.2M
181,930
+2%
增持
—
ARCH CAP GROUP LTD
+$2.2M
233,611
+1%
增持
AAPL
APPLE INC
+$2.1M
14,148
+162%
清仓
NICE
NICE SYS LTD
-$2.0M
0
-100%
增持
PSX
PHILLIPS 66
-$1.9M
312,877
+11%
减持
CBOE
CBOE GLOBAL MKTS INC
-$1.9M
2,750
-78%
增持
—
SKECHERS U S A INC
+$1.8M
211,406
+1%
增持
BKNG
BOOKING HOLDINGS INC
+$1.8M
5,232
+0%
清仓
—
SHOCKWAVE MED INC
-$1.6M
0
-100%
清仓
—
INTRA CELLULAR THERAPIES INC
-$1.5M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.5M
258,562
+15%
建仓
—
ALTAIR ENGR INC
+$1.4M
14,241
增持
TTEK
TETRA TECH INC NEW
+$1.4M
7,810
+485%
增持
UBER
UBER TECHNOLOGIES INC
-$1.3M
342,786
+1%
建仓
FCX
FREEPORT-MCMORAN INC
+$1.3M
26,117
建仓
—
DEUTSCHE BANK A G
+$1.2M
77,328
增持
PFGC
PERFORMANCE FOOD GROUP CO
-$1.2M
163,462
+1%
清仓
ORLY
O REILLY AUTOMOTIVE INC NEW
-$1.1M
0
-100%
增持
—
ARISTA NETWORKS INC
+$973.1K
9,821
+15%
增持
TXT
TEXTRON INC
+$964.6K
327,249
+16%
清仓
MC
MOELIS N CO
-$944.0K
0
-100%
增持
NTNX
NUTANIX INC
-$905.6K
216,595
+1%
清仓
ORCL
ORACLE CORP COM
-$904.0K
0
-100%
增持
AXON
AXON ENTERPRISE INC
-$887.7K
49,369
+0%
增持
MLM
MARTIN MARIETTA MATLS INC
+$833.7K
62,744
+16%
建仓
SO
SOUTHERN CO
+$745.3K
9,608
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$742.8K
1,826
增持
KKR
KKR & CO INC
+$708.6K
116,976
+1%
增持
MA
MASTERCARD INCORPORATED
-$702.1K
30,123
+4%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$691.3K
2,056
-52%
建仓
—
EXXON MOBIL CORP
+$674.4K
5,858
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$638.8K
20,000
建仓
FDX
FEDEX CORP
+$632.1K
2,108
清仓
UPS
UNITED PARCEL SERVICE INC
-$612.0K
0
-100%
建仓
NTAP
NETAPP INC
+$603.0K
4,682
增持
PWR
QUANTA SVCS INC
-$593.0K
412,976
+2%
增持
DAL
DELTA AIR LINES INC DEL
+$571.6K
52,984
+31%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$564.5K
687
清仓
SBUX
STARBUCKS CORP
-$563.0K
0
-100%
清仓
SNOW
SNOWFLAKE INC CL A
-$517.0K
0
-100%
清仓
SAIA
SAIA INC
-$511.0K
0
-100%
增持
NFLX
NETFLIX INC
+$505.6K
5,821
+3%
建仓
TNL
TRAVEL PLUS LEISURE CO
+$492.2K
10,942
清仓
—
AMDOCS LTD
-$492.0K
0
-100%
清仓
JEF
JEFFERIES FINL GROUP INC COM
-$489.0K
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$488.8K
1,638
增持
HOOD
ROBINHOOD MKTS INC
+$477.3K
112,431
+9%
增持
DKNG
DRAFTKINGS INC NEW
+$475.1K
74,406
+43%
清仓
MKSI
MKS INSTRUMENT INC
-$466.0K
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$455.9K
1,453
建仓
KFY
KORN FERRY
+$452.3K
6,736
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$443.1K
2,562
减持
MOAT
VANECK ETF TRUST
-$429.3K
35,443
-9%
清仓
RYAAY
RYANAIR HLDGS PLC SPONSORED AD
-$423.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$407.4K
5,245
+45%
清仓
AMT
AMERICAN TOWER REIT COM
-$402.0K
0
-100%
建仓
SKYW
SKYWEST INC
+$396.5K
4,831
清仓
EWW
ISHARES INC MSCI MEXICO
-$382.0K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$375.3K
1,237
清仓
LEA
LEAR CORP
-$367.0K
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$363.0K
0
-100%
增持
ITT
ITT INC
-$362.7K
78,203
+2%
增持
WYNN
WYNN RESORTS LTD
+$351.1K
15,811
+52%
减持
GE
GE AEROSPACE
-$348.9K
21,030
-0%
清仓
ANSS
ANSYS INC
-$347.0K
0
-100%
建仓
PINS
PINTEREST INC
+$335.3K
7,608
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$333.1K
65,854
-10%
建仓
CVX
CHEVRON CORP NEW
+$332.7K
2,127
清仓
MGM
MGM MIRAGE
-$330.0K
0
-100%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$322.9K
8,446
+19%
建仓
MTH
MERITAGE HOMES CORP
+$306.2K
1,892
增持
JPM
JPMORGAN CHASE & CO.
+$300.7K
7,899
+22%
建仓
GEV
GE VERNOVA INC
+$293.1K
1,709
清仓
CUBI
CUSTOMERS BANCORP INC
-$289.0K
0
-100%
清仓
ARVN
ARVINAS INC
-$289.0K
0
-100%
建仓
—
JANUS HENDERSON GROUP PLC
+$288.9K
8,570
建仓
PNC
PNC FINL SVCS GROUP INC
+$285.7K
1,837
建仓
TMDX
TRANSMEDICS GROUP INC
+$282.1K
1,873
建仓
LGND
LIGAND PHARMACEUTICALS INC
+$281.5K
3,341
减持
AVGO
BROADCOM INC
+$277.6K
1,091
-2%
清仓
URBN
URBAN OUTFITTERS INC
-$276.0K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$275.1K
13,808
-10%
建仓
GOOG
ALPHABET INC
+$264.7K
1,443
清仓
ROCK
GIBRALTAR INDS INC
-$251.0K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$248.0K
0
-100%
增持
TW
TRADEWEB MKTS INC
+$235.2K
90,379
+1%
建仓
HEI
HEICO CORP NEW
+$232.1K
1,038
建仓
ETR
ENTERGY CORP NEW
+$228.1K
2,132
建仓
IXG
ISHARES TR
+$224.9K
2,644
清仓
RHP
RYMAN HOSPITALITY PPTYS INC
-$223.0K
0
-100%
增持
—
LAM RESEARCH CORP
+$222.6K
1,937
+2%
建仓
PFE
PFIZER INC
+$220.8K
7,891
清仓
—
WILLIS TOWERS WATSON PUB LTD
-$219.0K
0
-100%
增持
TGT
TARGET CORP
+$202.6K
4,611
+70%
建仓
VUG
VANGUARD INDEX FDS
+$200.8K
537
增持
HPQ
HP INC
+$195.2K
25,421
+11%
减持
CAT
CATERPILLAR INC
-$188.9K
5,233
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$162.1K
130,917
-4%
