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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 42
增持 33
减持 42
清仓 33
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET INC
-$62.9M
4,118
-99%
增持
HOOD
ROBINHOOD MKTS INC
+$41.1M
473,493
+512%
减持
CMI
CUMMINS INC
-$33.4M
4,273
-96%
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
APH
AMPHENOL CORP NEW
+$32.0M
1,006,250
-2%
建仓
DRI
DARDEN RESTAURANTS INC
+$32.0M
146,610
建仓
EME
EMCOR GROUP INC
+$31.7M
59,207
清仓
BLK
BLACKROCK INC
-$28.8M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$27.5M
476,379
-2%
减持
CRBG
COREBRIDGE FINL INC
-$26.4M
30,710
-96%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$23.1M
218,621
+173%
减持
SHOP
SHOPIFY INC
-$22.6M
7,386
-97%
清仓
TEAM
ATLASSIAN CORPORATION
-$22.4M
0
-100%
减持
—
FLEX LTD
+$20.6M
1,270,413
-2%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$19.8M
85,647
增持
LPLA
LPL FINL HLDGS INC
+$19.4M
54,964
+1409%
建仓
WAB
WABTEC
+$18.7M
89,092
建仓
COF
CAPITAL ONE FINL CORP
+$16.5M
77,475
增持
SE
SEA LTD
+$13.9M
306,875
+14%
减持
AXON
AXON ENTERPRISE INC
+$13.4M
46,394
-2%
增持
LRN
STRIDE INC
+$13.3M
97,338
+1399%
增持
AMZN
AMAZON COM INC
+$12.9M
404,900
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$12.8M
91,065
-4%
清仓
—
DISCOVER FINL SVCS
-$12.8M
0
-100%
增持
DUOL
DUOLINGO INC
+$11.9M
86,821
+14%
减持
CORT
CORCEPT THERAPEUTICS INC
-$11.0M
217,422
-8%
增持
PLNT
PLANET FITNESS INC
+$10.6M
114,056
+491%
清仓
—
GENPACT LIMITED
-$10.6M
0
-100%
清仓
SF
STIFEL FINL CORP
-$10.5M
0
-100%
减持
MSI
MOTOROLA SOLUTIONS INC
-$9.8M
20,913
-51%
清仓
ITT
ITT INC
-$9.7M
0
-100%
增持
JBL
JABIL INC
+$9.4M
85,792
+26%
建仓
CNK
CINEMARK HLDGS INC
+$8.9M
293,634
减持
AXP
AMERICAN EXPRESS CO
+$8.2M
181,712
-2%
增持
GEV
GE VERNOVA INC
+$7.9M
31,887
+9%
增持
NVS
NOVARTIS AG
+$7.6M
267,535
+20%
减持
RL
RALPH LAUREN CORP
+$7.3M
145,969
-2%
增持
—
AXIS CAP HLDGS LTD
+$7.3M
78,158
+851%
建仓
CCK
CROWN HLDGS INC
+$7.3M
70,408
减持
RDDT
REDDIT INC
+$7.2M
167,068
-2%
减持
CAH
CARDINAL HEALTH INC
+$7.2M
244,162
-1%
减持
BRO
BROWN & BROWN INC
-$6.3M
391,711
-2%
增持
FFIV
F5 INC
+$6.1M
215,498
+0%
减持
BKNG
BOOKING HOLDINGS INC
+$5.9M
5,263
-1%
减持
GLW
CORNING INC
+$5.7M
977,158
-2%
减持
HWM
HOWMET AEROSPACE INC
+$5.6M
200,061
-18%
减持
USFD
US FOODS HLDG CORP
+$4.8M
461,374
-2%
减持
NVDA
NVIDIA CORPORATION
+$4.5M
100,580
-4%
减持
GS
GOLDMAN SACHS GROUP INC
+$3.6M
23,902
-2%
减持
TDG
TRANSDIGM GROUP INC
+$3.6M
33,794
-2%
增持
C
CITIGROUP INC
+$3.6M
220,313
+3%
增持
KD
KYNDRYL HLDGS INC
+$3.5M
281,912
+6%
增持
TOST
TOAST INC
+$3.4M
264,285
+6%
减持
VRSN
VERISIGN INC
+$3.2M
105,649
-2%
增持
SOFI
SOFI TECHNOLOGIES INC
+$3.0M
209,909
+181%
建仓
VRNS
VARONIS SYS INC
+$2.7M
52,996
清仓
SNPS
SYNOPSYS INC
-$2.6M
0
-100%
增持
IONQ
IONQ INC
+$2.5M
102,466
+21%
减持
BCS
BARCLAYS PLC
+$2.5M
818,946
-1%
增持
—
ON HLDG AG
+$2.5M
279,851
+2%
增持
CART
MAPLEBEAR INC
+$2.5M
245,505
+13%
清仓
PEN
PENUMBRA INC
-$2.4M
0
-100%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$2.3M
50,583
建仓
LYG
LLOYDS BANKING GROUP PLC
+$2.3M
532,595
减持
VTR
VENTAS INC
-$2.2M
318,342
-2%
建仓
—
AMER SPORTS INC
+$2.1M
53,625
清仓
PJT
PJT PARTNERS INC
-$2.0M
0
-100%
增持
NFLX
NETFLIX INC
+$2.0M
4,620
+3%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$1.9M
53,627
建仓
MRCY
MERCURY SYS INC
+$1.8M
34,217
减持
ARGX
ARGENX SE
-$1.8M
22,239
-6%
增持
QTWO
Q2 HLDGS INC
+$1.7M
118,489
+1%
减持
BSX
BOSTON SCIENTIFIC CORP
+$1.7M
262,643
-0%
增持
MCK
MCKESSON CORP
+$1.6M
23,447
+2%
减持
EXPE
EXPEDIA GROUP INC
-$1.6M
122,048
-8%
建仓
JOBY
JOBY AVIATION INC
+$1.6M
150,459
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.6M
0
-100%
清仓
COHR
COHERENT CORP
-$1.6M
0
-100%
增持
SMR
NUSCALE PWR CORP
+$1.5M
58,203
+8%
建仓
INTU
INTUIT
+$1.5M
1,951
建仓
MTZ
MASTEC INC
+$1.4M
8,195
建仓
CSCO
CISCO SYS INC
+$1.3M
18,834
减持
DGX
QUEST DIAGNOSTICS INC
+$1.3M
169,810
-2%
建仓
ZS
ZSCALER INC
+$1.3M
4,073
建仓
ALAB
ASTERA LABS INC
+$1.3M
14,042
清仓
ALSN
ALLISON TRANSMISSION HLDGS I
-$1.2M
0
-100%
减持
HSBC
HSBC HLDGS PLC
+$1.2M
646,724
-3%
建仓
OSIS
OSI SYSTEMS INC
+$1.2M
5,285
清仓
—
TECNOGLASS INC
-$1.2M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$1.1M
44,512
-2%
增持
LNG
CHENIERE ENERGY INC
+$1.1M
70,697
+2%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$1.1M
12,000
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$1.1M
7,072
清仓
JBTM
JBT MAREL CORPORATION
-$1.1M
0
-100%
减持
KR
KROGER CO
-$1.1M
3,353
-83%
清仓
CEG
CONSTELLATION ENERGY CORP
-$1.0M
0
-100%
清仓
MATX
MATSON INC
-$958.1K
0
-100%
减持
DAL
DELTA AIR LINES INC DEL
-$955.3K
39,600
-41%
建仓
ESE
ESCO TECHNOLOGIES INC
+$938.6K
4,892
建仓
MVST
MICROVAST HOLDINGS INC
+$937.9K
258,375
清仓
—
CLEARWATER ANALYTICS HLDGS I
-$910.6K
0
-100%
清仓
FISV
FISERV INC
-$907.4K
0
-100%
建仓
—
NVENT ELECTRIC PLC
+$905.2K
12,357
清仓
NTRS
NORTHERN TR CORP
-$903.7K
0
-100%
清仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$901.1K
0
-100%
清仓
HLNE
HAMILTON LANE INC
-$883.0K
0
-100%
减持
SNX
TD SYNNEX CORPORATION
+$877.5K
43,152
-10%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$877.1K
0
-100%
建仓
ACHR
ARCHER AVIATION INC
+$868.0K
80,000
建仓
—
EVEREST GROUP LTD
+$854.0K
2,513
建仓
NTNX
NUTANIX INC
+$846.4K
11,073
减持
AAPL
APPLE INC
-$845.6K
13,930
-16%
减持
BKR
BAKER HUGHES COMPANY
-$838.9K
44,740
-23%
建仓
EXE
EXPAND ENERGY CORPORATION
+$836.8K
7,156
增持
CRS
CARPENTER TECHNOLOGY CORP
+$834.7K
7,654
+8%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$833.4K
0
-100%
建仓
HEI
HEICO CORP NEW
+$819.3K
2,498
增持
APP
APPLOVIN CORP
+$806.8K
7,664
+8%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$802.9K
7,446
建仓
KGC
KINROSS GOLD CORP
+$802.3K
51,330
清仓
HPQ
HP INC
-$799.6K
0
-100%
建仓
PAYC
PAYCOM SOFTWARE INC
+$795.6K
3,438
建仓
SONY
SONY GROUP CORP
+$791.3K
30,400
清仓
Z
ZILLOW GROUP INC
-$787.4K
0
-100%
建仓
EQIX
EQUINIX INC
+$786.7K
989
清仓
PSX
PHILLIPS 66
-$786.1K
0
-100%
清仓
CPT
CAMDEN PPTY TR
-$781.4K
0
-100%
清仓
—
JANUS HENDERSON GROUP PLC
-$772.4K
0
-100%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$771.7K
51,235
+1%
清仓
UMBF
UMB FINL CORP
-$744.8K
0
-100%
建仓
GSHD
GOOSEHEAD INS INC
+$739.3K
7,007
建仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$733.8K
20,000
清仓
CARG
CARGURUS INC
-$726.3K
0
-100%
建仓
IPAR
INTERPARFUMS INC
+$721.7K
5,496
建仓
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$720.3K
46,865
减持
NOW
SERVICENOW INC
-$709.3K
704
-61%
减持
PNC
PNC FINL SVCS GROUP INC
-$698.6K
2,701
-61%
建仓
HCI
HCI GROUP INC
+$697.1K
4,580
增持
CI
THE CIGNA GROUP
+$696.7K
4,912
+74%
清仓
ZION
ZIONS BANCORPORATION N A
-$684.7K
0
-100%
减持
META
META PLATFORMS INC
+$681.4K
5,867
-7%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$672.8K
239,263
-2%
增持
TYL
TYLER TECHNOLOGIES INC
+$659.3K
22,751
+3%
建仓
OTIS
OTIS WORLDWIDE CORP
+$643.6K
6,500
减持
KLAC
KLA CORP
-$622.3K
279
-78%
清仓
—
ARCH CAP GROUP LTD
-$585.2K
0
-100%
增持
GE
GE AEROSPACE
+$578.4K
8,667
+5%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$577.5K
7,891
清仓
TOL
TOLL BROTHERS INC
-$564.5K
0
-100%
增持
—
ROYALTY PHARMA PLC
+$546.8K
34,263
+55%
增持
SPY
SPDR S&P 500 ETF TR
+$530.1K
2,054
+55%
