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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 44
增持 33
减持 40
清仓 33
方向
标的
Δ市值
现股数(环比)
清仓
MRK
MERCK & CO INC
-$64.3M
0
-100%
减持
PSX
PHILLIPS 66
-$43.3M
6,332
-98%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$41.9M
0
-100%
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。
减持
PSTG
PURE STORAGE INC
-$40.5M
57,898
-91%
增持
AXP
AMERICAN EXPRESS CO
+$40.1M
159,878
+1020%
建仓
—
ASTRAZENECA PLC
+$37.7M
483,667
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$33.8M
0
-100%
减持
MLM
MARTIN MARIETTA MATLS INC
-$33.6M
776
-99%
建仓
ATI
ATI INC
+$33.4M
499,859
减持
V
VISA INC
-$30.8M
977
-99%
建仓
CMI
CUMMINS INC
+$29.6M
91,388
清仓
QCOM
QUALCOMM INC
-$22.8M
0
-100%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$22.8M
1,263,472
建仓
VTR
VENTAS INC
+$21.0M
326,860
增持
TTEK
TETRA TECH INC NEW
+$18.8M
432,616
+5439%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$18.5M
249,720
建仓
HALO
HALOZYME THERAPEUTICS INC
+$18.1M
315,378
减持
CRWD
CROWDSTRIKE HLDGS INC
-$18.0M
12,491
-78%
减持
PWR
QUANTA SVCS INC
+$15.9M
405,234
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$15.5M
407,357
+28%
清仓
—
SKECHERS U S A INC
-$14.6M
0
-100%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$14.4M
353,244
建仓
GLW
CORNING INC
+$14.3M
316,842
建仓
FRPT
FRESHPET INC
+$13.5M
98,751
减持
IRM
IRON MTN INC DEL
+$13.2M
459,515
-0%
建仓
ARGX
ARGENX SE
+$12.8M
23,566
减持
MA
MASTERCARD INCORPORATED
-$12.5M
1,592
-95%
清仓
NTNX
NUTANIX INC
-$12.3M
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$12.1M
24,431
建仓
—
ON HLDG AG
+$11.9M
237,365
清仓
RJF
RAYMOND JAMES FINL INC
-$11.6M
0
-100%
清仓
PFGC
PERFORMANCE FOOD GROUP CO
-$10.8M
0
-100%
建仓
SF
STIFEL FINL CORP
+$10.5M
111,843
增持
BCS
BARCLAYS PLC
+$10.1M
887,816
+1210%
减持
LLY
ELI LILLY & CO
-$9.8M
11,598
-48%
减持
KLAC
KLA CORP
-$9.6M
141,542
-2%
清仓
SM
SM ENERGY CO
-$8.8M
0
-100%
建仓
EQR
EQUITY RESIDENTIAL
+$8.7M
116,797
清仓
WDC
WESTERN DIGITAL CORP.
-$8.4M
0
-100%
增持
TOL
TOLL BROTHERS INC
+$7.4M
183,561
+1%
减持
SNX
TD SYNNEX CORPORATION
-$7.2M
43,152
-60%
减持
EVR
EVERCORE INC
+$6.1M
137,107
-0%
减持
BRO
BROWN & BROWN INC
+$5.7M
412,374
-0%
增持
CRBG
COREBRIDGE FINL INC
+$5.5M
774,104
+32%
增持
—
FLEX LTD
+$5.2M
1,310,711
+0%
减持
TDG
TRANSDIGM GROUP INC
+$5.2M
35,470
-0%
减持
AXON
AXON ENTERPRISE INC
+$5.0M
48,777
-1%
增持
ALL
ALLSTATE CORP
+$4.4M
65,876
+30%
减持
EXP
EAGLE MATLS INC
+$4.2M
60,266
-0%
增持
OSCR
OSCAR HEALTH INC
+$4.2M
746,241
+1%
增持
USFD
US FOODS HLDG CORP
+$4.1M
477,314
+0%
减持
MSFT
MICROSOFT CORP
-$4.1M
210,275
-1%
增持
KMI
KINDER MORGAN INC DEL
+$4.0M
1,473,672
+3%
增持
MSI
MOTOROLA SOLUTIONS INC
+$3.0M
41,437
+2%
减持
KKR
KKR & CO INC
+$2.9M
116,547
-0%
减持
—
SCORPIO TANKERS INC
-$2.8M
276,838
-0%
减持
APO
APOLLO GLOBAL MGMT INC
+$2.7M
416,310
-0%
减持
APH
AMPHENOL CORP NEW
-$2.7M
1,042,144
-1%
减持
—
ARCH CAP GROUP LTD
+$2.5M
233,144
-0%
建仓
QQQ
INVESCO QQQ TR
+$2.4M
4,987
减持
RL
RALPH LAUREN CORP
+$2.2M
119,085
-0%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
47,329
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.1M
257,205
+2%
清仓
—
LAM RESEARCH CORP
-$2.1M
0
-100%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$1.8M
2,017
-87%
建仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$1.8M
238,681
建仓
COHR
COHERENT CORP
+$1.8M
20,217
建仓
GERN
GERON CORP
+$1.7M
379,533
增持
FWONK
LIBERTY MEDIA CORP DEL
+$1.6M
27,003
+286%
减持
TW
TRADEWEB MKTS INC
+$1.5M
89,595
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.4M
127,547
-3%
减持
ITT
ITT INC
+$1.4M
76,960
-2%
清仓
—
ALTAIR ENGR INC
-$1.4M
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$1.3M
0
-100%
建仓
FSLR
FIRST SOLAR INC
+$1.3M
5,053
清仓
—
DEUTSCHE BANK A G
-$1.2M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
7,291
+185%
清仓
WWD
WOODWARD INC
-$1.1M
0
-100%
减持
HWM
HOWMET AEROSPACE INC
+$1.1M
305,324
-20%
减持
BKNG
BOOKING HOLDINGS INC
+$1.1M
5,178
-1%
减持
AUR
AURORA INNOVATION INC
+$1.1M
440,000
-20%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.1M
155,081
-1%
清仓
CSCO
CISCO SYS INC
-$974.9K
0
-100%
减持
HSBC
HSBC HLDGS PLC
+$952.9K
692,377
-1%
增持
ISRG
INTUITIVE SURGICAL INC
+$951.6K
5,243
+44%
减持
—
TECHNIPFMC PLC
-$899.5K
30,764
-53%
减持
VRT
VERTIV HOLDINGS CO
-$875.4K
8,565
-57%
清仓
—
NVENT ELECTRIC PLC
-$834.9K
0
-100%
增持
AAPL
APPLE INC
+$812.4K
16,276
+15%
清仓
SNY
SANOFI
-$780.6K
0
-100%
增持
GE
GE AEROSPACE
+$779.2K
21,860
+4%
增持
—
GENIUS SPORTS LIMITED
+$771.5K
299,875
+3%
增持
ITRI
ITRON INC
+$757.6K
80,947
+2%
建仓
CFG
CITIZENS FINL GROUP INC
+$721.0K
17,556
建仓
MGM
MGM RESORTS INTERNATIONAL
+$703.7K
18,002
清仓
CTRA
COTERRA ENERGY INC
-$700.6K
0
-100%
减持
—
CHUBB LIMITED
-$675.6K
2,123
-58%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$663.3K
22,236
减持
NFLX
NETFLIX INC
-$663.0K
4,604
-21%
清仓
—
SUPER MICRO COMPUTER INC
-$659.6K
0
-100%
减持
DKS
DICKS SPORTING GOODS INC
-$650.4K
1,935
-61%
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$638.8K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$632.7K
0
-100%
清仓
AGCO
AGCO CORP
-$625.6K
0
-100%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$620.9K
16,275
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$618.7K
3,877
建仓
CRUS
CIRRUS LOGIC INC
+$605.3K
4,873
建仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$594.2K
17,399
清仓
PTC
PTC INC
-$591.2K
0
-100%
清仓
TDW
TIDEWATER INC NEW
-$579.4K
0
-100%
建仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$571.6K
4,079
建仓
SHOO
MADDEN STEVEN LTD
+$570.4K
11,643
建仓
HCA
HCA HEALTHCARE INC
+$568.6K
1,399
建仓
TRNO
TERRENO RLTY CORP
+$554.2K
8,292
清仓
DOW
DOW INC
-$542.0K
0
-100%
建仓
INGR
INGREDION INC
+$535.6K
3,897
增持
YOU
CLEAR SECURE INC
+$527.2K
27,200
+36%
减持
UBER
UBER TECHNOLOGIES INC
+$507.0K
338,221
-1%
建仓
PLD
PROLOGIS INC.
+$499.9K
3,959
清仓
H
HYATT HOTELS CORP
-$499.7K
0
-100%
清仓
IXC
ISHARES TR
-$497.7K
0
-100%
增持
DECK
DECKERS OUTDOOR CORP
-$487.6K
362,086
+502%
增持
MOD
MODINE MFG CO
+$487.5K
7,662
+45%
清仓
CNM
CORE & MAIN INC
-$482.8K
0
-100%
清仓
VMC
VULCAN MATLS CO
-$479.2K
0
-100%
清仓
RS
RELIANCE INC
-$476.7K
0
-100%
清仓
ONTO
ONTO INNOVATION INC
-$463.7K
0
-100%
减持
TXT
TEXTRON INC
+$458.2K
322,373
-1%
增持
URI
UNITED RENTALS INC
+$455.7K
2,129
+9%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$453.5K
520,127
+1%
建仓
AVT
AVNET INC
+$448.9K
8,265
增持
CAT
CATERPILLAR INC
+$448.3K
5,603
+7%
建仓
MWA
MUELLER WTR PRODS INC
+$438.8K
20,220
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$437.7K
475,637
+2%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$434.8K
496,080
+2%
增持
—
ACCENTURE PLC IRELAND
+$433.8K
2,289
+85%
建仓
PR
PERMIAN RESOURCES CORP
+$431.3K
31,690
建仓
WKC
WORLD KINECT CORPORATION
+$426.7K
13,804
建仓
VOD
VODAFONE GROUP PLC NEW
+$424.2K
42,336
建仓
UMBF
UMB FINL CORP
+$416.3K
3,961
增持
CAVA
CAVA GROUP INC
+$415.2K
6,907
+46%
建仓
TGTX
TG THERAPEUTICS INC
+$406.1K
17,363
增持
APP
APPLOVIN CORP
+$405.8K
5,524
+46%
减持
NVDA
NVIDIA CORPORATION
-$403.7K
96,966
-2%
建仓
CARG
CARGURUS INC
+$402.2K
13,394
建仓
ENVA
ENOVA INTL INC
+$396.1K
4,727
建仓
TKR
TIMKEN CO
+$390.3K
4,630
增持
WYNN
WYNN RESORTS LTD
+$388.5K
18,811
+19%
清仓
CXT
CRANE NXT CO
-$378.3K
0
-100%
建仓
PLMR
PALOMAR HLDGS INC
+$377.3K
3,985
