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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 42
增持 29
减持 43
清仓 36
方向
标的
Δ市值
现股数(环比)
减持
PWR
QUANTA SVCS INC
-$117.4M
8,376
-98%
减持
MSFT
MICROSOFT CORP
-$82.3M
13,932
-93%
减持
DECK
DECKERS OUTDOOR CORP
-$73.2M
2,590
-99%
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。
增持
GOOGL
ALPHABET INC
+$62.7M
411,140
+8543%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$58.7M
1,719
-99%
减持
IRM
IRON MTN INC DEL
-$47.5M
2,919
-99%
减持
EVR
EVERCORE INC
-$37.5M
1,522
-99%
建仓
SE
SEA LTD
+$35.2M
269,945
建仓
CAH
CARDINAL HEALTH INC
+$33.9M
245,734
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$33.6M
95,192
建仓
DGX
QUEST DIAGNOSTICS INC
+$29.2M
172,652
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$27.5M
0
-100%
建仓
VRSN
VERISIGN INC
+$27.4M
107,756
清仓
SHAK
SHAKE SHACK INC
-$26.8M
0
-100%
减持
COHR
COHERENT CORP
-$25.4M
24,387
-91%
增持
CORT
CORCEPT THERAPEUTICS INC
+$25.1M
235,819
+544%
清仓
FLR
FLUOR CORP NEW
-$24.8M
0
-100%
建仓
NVS
NOVARTIS AG
+$24.8M
222,127
建仓
SHOP
SHOPIFY INC
+$23.4M
245,248
建仓
TEAM
ATLASSIAN CORPORATION
+$22.4M
105,721
清仓
—
ALLEGION PLC
-$21.7M
0
-100%
增持
EXPE
EXPEDIA GROUP INC
+$21.5M
132,009
+3232%
减持
TOL
TOLL BROTHERS INC
-$21.4M
5,346
-97%
减持
—
ARCH CAP GROUP LTD
-$20.0M
6,084
-97%
建仓
RDDT
REDDIT INC
+$17.9M
171,063
减持
KKR
KKR & CO INC
-$16.8M
3,657
-97%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$15.7M
484,184
-0%
建仓
MCK
MCKESSON CORP
+$15.5M
23,087
减持
FRPT
FRESHPET INC
-$14.4M
2,776
-97%
增持
C
CITIGROUP INC
+$14.2M
213,986
+1349%
增持
FTNT
FORTINET INC
+$12.7M
167,542
+359%
减持
APO
APOLLO GLOBAL MGMT INC
-$12.3M
404,126
-1%
建仓
—
GENPACT LIMITED
+$10.6M
209,537
建仓
JBL
JABIL INC
+$9.3M
68,231
减持
EXP
EAGLE MATLS INC
-$8.9M
1,457
-96%
减持
ITRI
ITRON INC
-$8.7M
2,442
-97%
建仓
CART
MAPLEBEAR INC
+$8.6M
216,473
增持
AMZN
AMAZON COM INC
-$8.5M
399,090
+4%
增持
GEV
GE VERNOVA INC
+$8.4M
29,385
+1498%
建仓
KD
KYNDRYL HLDGS INC
+$8.3M
264,943
建仓
TOST
TOAST INC
+$8.3M
249,214
减持
BRO
BROWN & BROWN INC
+$8.2M
400,113
-2%
减持
EQR
EQUITY RESIDENTIAL
-$8.2M
3,286
-97%
减持
—
FLEX LTD
-$7.5M
1,294,222
-1%
增持
—
DISCOVER FINL SVCS
+$6.8M
74,860
+115%
减持
AXP
AMERICAN EXPRESS CO
-$5.3M
184,850
-0%
减持
APH
AMPHENOL CORP NEW
-$4.7M
1,027,251
-1%
减持
HSBC
HSBC HLDGS PLC
+$4.6M
663,755
-2%
减持
CMI
CUMMINS INC
-$4.5M
110,938
-1%
增持
FFIV
F5 INC
+$4.1M
215,205
+2%
减持
AXON
AXON ENTERPRISE INC
-$3.7M
47,476
-2%
减持
ANET
ARISTA NETWORKS INC
-$3.6M
7,846
-80%
增持
BSX
BOSTON SCIENTIFIC CORP
+$3.4M
263,016
+2%
减持
TDG
TRANSDIGM GROUP INC
+$3.2M
34,552
-2%
增持
DUOL
DUOLINGO INC
+$3.2M
76,224
+21%
减持
BLK
BLACKROCK INC
-$3.1M
30,415
-2%
减持
VTR
VENTAS INC
+$3.0M
323,979
-1%
增持
LNG
CHENIERE ENERGY INC
+$3.0M
69,578
+14%
增持
—
ON HLDG AG
-$2.8M
274,734
+1%
建仓
SNPS
SYNOPSYS INC
+$2.6M
5,947
清仓
HON
HONEYWELL INTL INC
-$2.5M
0
-100%
增持
TYL
TYLER TECHNOLOGIES INC
+$2.5M
22,065
+23%
增持
LLY
ELI LILLY & CO
+$2.4M
14,258
+17%
建仓
PEN
PENUMBRA INC
+$2.4M
8,815
增持
QTWO
Q2 HLDGS INC
-$2.3M
116,814
+1%
清仓
EA
ELECTRONIC ARTS INC
-$2.3M
0
-100%
增持
CRBG
COREBRIDGE FINL INC
+$2.3M
871,346
+3%
减持
GLW
CORNING INC
-$2.3M
998,251
-1%
减持
RL
RALPH LAUREN CORP
-$2.2M
148,309
-2%
建仓
EMR
EMERSON ELEC CO
+$2.1M
19,110
减持
BKNG
BOOKING HOLDINGS INC
-$2.0M
5,338
-0%
增持
WYNN
WYNN RESORTS LTD
+$2.0M
58,618
+73%
减持
CAT
CATERPILLAR INC
-$2.0M
1,126
-83%
建仓
PLNT
PLANET FITNESS INC
+$1.9M
19,297
清仓
BA
BOEING CO
-$1.7M
0
-100%
清仓
ADSK
AUTODESK INC
-$1.7M
0
-100%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$1.6M
245,227
-1%
增持
NVDA
NVIDIA CORPORATION
-$1.5M
104,798
+9%
清仓
VRT
VERTIV HOLDINGS CO
-$1.5M
0
-100%
减持
TW
TRADEWEB MKTS INC
+$1.5M
88,784
-0%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$1.4M
0
-100%
清仓
MOD
MODINE MFG CO
-$1.4M
0
-100%
清仓
URI
UNITED RENTALS INC
-$1.4M
0
-100%
减持
SF
STIFEL FINL CORP
-$1.4M
111,178
-0%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$1.4M
50,909
+47%
增持
BKR
BAKER HUGHES COMPANY
+$1.3M
58,117
+89%
减持
USFD
US FOODS HLDG CORP
-$1.3M
469,723
-1%
清仓
CAVA
CAVA GROUP INC
-$1.2M
0
-100%
建仓
LPLA
LPL FINL HLDGS INC
+$1.2M
3,643
清仓
FLS
FLOWSERVE CORP
-$1.2M
0
-100%
减持
ITT
ITT INC
-$1.2M
75,454
-1%
建仓
EAT
BRINKER INTL INC
+$1.1M
7,326
减持
KMI
KINDER MORGAN INC DEL
+$1.0M
1,450,102
-1%
建仓
—
FERRARI N V
+$994.8K
2,325
清仓
—
INTRA-CELLULAR THERAPIES INC
-$974.7K
0
-100%
减持
HOOD
ROBINHOOD MKTS INC
-$957.7K
77,363
-31%
建仓
CHWY
CHEWY INC
+$942.8K
29,001
减持
ALL
ALLSTATE CORP
+$932.7K
66,584
-0%
建仓
SCHW
SCHWAB CHARLES CORP
+$929.9K
11,879
建仓
NTRS
NORTHERN TR CORP
+$903.7K
9,161
清仓
FOUR
SHIFT4 PMTS INC
-$903.5K
0
-100%
建仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$901.1K
57,613
增持
DAL
DELTA AIR LINES INC DEL
-$897.7K
66,579
+6%
减持
APP
APPLOVIN CORP
-$893.8K
7,081
-17%
清仓
TPG
TPG INC
-$888.2K
0
-100%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$873.3K
0
-100%
清仓
ITGR
INTEGER HLDGS CORP
-$852.4K
0
-100%
建仓
BX
BLACKSTONE INC
+$849.9K
6,080
建仓
OPCH
OPTION CARE HEALTH INC
+$836.8K
23,944
建仓
LRN
STRIDE INC
+$821.4K
6,493
清仓
ABT
ABBOTT LABS
-$819.7K
0
-100%
清仓
AI
C3 AI INC
-$816.0K
0
-100%
清仓
JOBY
JOBY AVIATION INC
-$813.0K
0
-100%
增持
MS
MORGAN STANLEY
+$811.5K
15,273
+98%
增持
MSI
MOTOROLA SOLUTIONS INC
-$807.0K
42,473
+1%
减持
BCS
BARCLAYS PLC
+$788.0K
827,915
-8%
建仓
Z
ZILLOW GROUP INC
+$787.4K
11,485
建仓
CPT
CAMDEN PPTY TR
+$781.4K
6,389
建仓
DXPE
DXP ENTERPRISES INC
+$776.6K
9,441
建仓
HAS
HASBRO INC
+$775.1K
12,606
清仓
HST
HOST HOTELS & RESORTS INC
-$766.2K
0
-100%
建仓
RBC
RBC BEARINGS INC
+$738.1K
2,294
清仓
HEI
HEICO CORP NEW
-$726.5K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$712.4K
6,783
减持
COST
COSTCO WHSL CORP NEW
+$711.4K
45,380
-1%
建仓
NEE
NEXTERA ENERGY INC
+$689.1K
9,720
减持
GS
GOLDMAN SACHS GROUP INC
-$687.7K
24,337
-0%
建仓
—
ROYALTY PHARMA PLC
+$687.7K
22,092
建仓
RJF
RAYMOND JAMES FINL INC
+$669.0K
4,816
清仓
ALAB
ASTERA LABS INC
-$662.3K
0
-100%
清仓
PSTG
PURE STORAGE INC
-$660.9K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$658.1K
0
-100%
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$653.6K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$637.5K
2,940
+44%
清仓
—
THOMSON REUTERS CORP
-$611.0K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$607.0K
8,350
建仓
NYT
NEW YORK TIMES CO
+$602.2K
12,142
清仓
RVLV
REVOLVE GROUP INC
-$595.1K
0
-100%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$587.2K
0
-100%
清仓
—
SOUTHSTATE CORPORATION
-$578.6K
0
-100%
清仓
—
CHUBB LIMITED
-$575.8K
0
-100%
清仓
SHOO
MADDEN STEVEN LTD
-$574.2K
0
-100%
清仓
NTAP
NETAPP INC
-$564.3K
0
-100%
建仓
LDOS
LEIDOS HOLDINGS INC
+$549.5K
4,072
增持
—
GENIUS SPORTS LIMITED
+$545.2K
321,100
+4%
清仓
LVS
LAS VEGAS SANDS CORP
-$539.3K
0
-100%
建仓
OZK
BANK OZK LITTLE ROCK ARK
+$495.5K
11,405
增持
AAPL
APPLE INC
-$447.3K
16,673
+1%
增持
TGTX
TG THERAPEUTICS INC
+$445.8K
32,742
+17%
增持
META
META PLATFORMS INC
+$433.1K
6,331
+15%
