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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 41
增持 38
减持 29
清仓 42
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS INC
+$59.2M
86,527
+1375%
清仓
APO
APOLLO GLOBAL MGMT INC
-$55.0M
0
-100%
清仓
BRO
BROWN & BROWN INC
-$43.4M
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
COST
COSTCO WHSL CORP NEW
-$42.5M
1,736
-96%
增持
APP
APPLOVIN CORP
+$42.4M
62,800
+719%
减持
KMI
KINDER MORGAN INC DEL
-$41.3M
16,134
-99%
清仓
DUOL
DUOLINGO INC
-$35.6M
0
-100%
增持
GOOGL
ALPHABET INC
+$34.0M
142,766
+3367%
增持
UBER
UBER TECHNOLOGIES INC
+$32.8M
347,272
+2633%
清仓
DRI
DARDEN RESTAURANTS INC
-$32.0M
0
-100%
减持
GLW
CORNING INC
+$27.8M
965,377
-1%
建仓
TOL
TOLL BROTHERS INC
+$26.8M
194,243
建仓
—
TECHNIPFMC PLC
+$26.6M
673,432
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$22.7M
467,566
-2%
建仓
ALV
AUTOLIV INC
+$22.1M
178,939
减持
APH
AMPHENOL CORP NEW
+$21.4M
976,281
-3%
清仓
VTR
VENTAS INC
-$20.1M
0
-100%
增持
EVR
EVERCORE INC
+$19.7M
59,294
+5981%
建仓
GNRC
GENERAC HLDGS INC
+$19.4M
115,894
清仓
WAB
WABTEC
-$18.7M
0
-100%
减持
HOOD
ROBINHOOD MKTS INC
+$17.0M
428,586
-9%
减持
FTNT
FORTINET INC
-$16.1M
3,822
-98%
清仓
—
ON HLDG AG
-$14.6M
0
-100%
增持
RDDT
REDDIT INC
+$14.5M
172,301
+3%
清仓
TYL
TYLER TECHNOLOGIES INC
-$13.5M
0
-100%
增持
AVGO
BROADCOM INC
+$12.8M
46,671
+404%
清仓
TW
TRADEWEB MKTS INC
-$12.7M
0
-100%
减持
AXON
AXON ENTERPRISE INC
-$12.3M
36,337
-22%
清仓
ARGX
ARGENX SE
-$12.3M
0
-100%
建仓
PEGA
PEGASYSTEMS INC
+$12.0M
209,267
增持
—
ROYALTY PHARMA PLC
+$11.9M
372,886
+988%
清仓
KD
KYNDRYL HLDGS INC
-$11.8M
0
-100%
清仓
CART
MAPLEBEAR INC
-$11.1M
0
-100%
清仓
QTWO
Q2 HLDGS INC
-$11.1M
0
-100%
增持
EXPE
EXPEDIA GROUP INC
+$11.0M
147,869
+21%
建仓
CASY
CASEYS GEN STORES INC
+$10.9M
19,214
建仓
—
TOPBUILD CORP
+$9.5M
24,417
增持
NVDA
NVIDIA CORPORATION
+$9.2M
134,636
+34%
清仓
CNK
CINEMARK HLDGS INC
-$8.9M
0
-100%
减持
STRL
STERLING INFRASTRUCTURE INC
+$8.6M
83,370
-3%
减持
TDG
TRANSDIGM GROUP INC
-$8.4M
32,591
-4%
减持
MSI
MOTOROLA SOLUTIONS INC
-$8.3M
1,002
-95%
减持
—
FLEX LTD
+$7.9M
1,230,676
-3%
建仓
BWA
BORGWARNER INC
+$7.9M
179,845
增持
EME
EMCOR GROUP INC
+$7.7M
60,546
+2%
建仓
CVLT
COMMVAULT SYS INC
+$7.3M
38,482
清仓
CCK
CROWN HLDGS INC
-$7.3M
0
-100%
建仓
GEN
GEN DIGITAL INC
+$6.9M
241,761
减持
FFIV
F5 INC
+$5.4M
212,836
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.0M
190,772
-13%
减持
HSBC
HSBC HLDGS PLC
+$5.0M
623,969
-4%
减持
RL
RALPH LAUREN CORP
+$4.4M
141,692
-3%
减持
SE
SEA LTD
+$4.0M
297,272
-3%
增持
C
CITIGROUP INC
+$4.0M
224,195
+2%
减持
CAH
CARDINAL HEALTH INC
-$3.9M
236,307
-3%
增持
MSFT
MICROSOFT CORP
+$3.6M
17,287
+62%
增持
GEV
GE VERNOVA INC
+$3.6M
33,219
+4%
清仓
ISRG
INTUITIVE SURGICAL INC
-$3.2M
0
-100%
建仓
YOU
CLEAR SECURE INC
+$3.2M
94,724
减持
CRWD
CROWDSTRIKE HLDGS INC
-$3.1M
88,336
-3%
建仓
ATI
ATI INC
+$3.0M
36,972
建仓
AEIS
ADVANCED ENERGY INDS
+$3.0M
17,402
增持
IONQ
IONQ INC
+$2.8M
117,717
+15%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.8M
24,774
+4%
减持
LPLA
LPL FINL HLDGS INC
-$2.7M
53,843
-2%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$2.6M
399,243
+3%
增持
NVS
NOVARTIS AG
+$2.5M
272,169
+2%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$2.4M
52,202
+3%
建仓
PSTG
PURE STORAGE INC
+$2.3M
27,712
建仓
TPG
TPG INC
+$2.3M
39,286
增持
HWM
HOWMET AEROSPACE INC
+$2.2M
201,184
+1%
增持
BCS
BARCLAYS PLC
+$2.2M
844,367
+3%
建仓
QS
QUANTUMSCAPE CORP
+$2.2M
180,378
建仓
COHR
COHERENT CORP
+$2.1M
19,187
增持
WYNN
WYNN RESORTS LTD
+$2.0M
55,197
+2%
清仓
EMR
EMERSON ELEC CO
-$1.9M
0
-100%
减持
VRSN
VERISIGN INC
-$1.9M
102,271
-3%
增持
SOFI
SOFI TECHNOLOGIES INC
+$1.9M
216,327
+3%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$1.9M
244,165
+2%
增持
BSX
BOSTON SCIENTIFIC CORP
-$1.9M
269,977
+3%
建仓
WCC
WESCO INTL INC
+$1.8M
8,716
增持
TOST
TOAST INC
-$1.8M
271,598
+3%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$1.8M
940
-88%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$1.8M
19,697
+64%
减持
PLNT
PLANET FITNESS INC
-$1.7M
103,915
-9%
减持
CORT
CORCEPT THERAPEUTICS INC
+$1.6M
211,305
-3%
增持
ALAB
ASTERA LABS INC
+$1.5M
14,341
+2%
增持
MCK
MCKESSON CORP
+$1.5M
24,217
+3%
建仓
MSGS
MADISON SQUARE GRDN SPRT COR
+$1.5M
6,652
增持
ALL
ALLSTATE CORP
+$1.5M
73,091
+4%
增持
DAL
DELTA AIR LINES INC DEL
+$1.5M
60,229
+52%
清仓
SKYW
SKYWEST INC
-$1.4M
0
-100%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$1.4M
14,524
+105%
清仓
EXLS
EXLSERVICE HOLDINGS INC
-$1.4M
0
-100%
清仓
EAT
BRINKER INTL INC
-$1.4M
0
-100%
建仓
LYFT
LYFT INC
+$1.3M
61,161
清仓
VIRT
VIRTU FINL INC
-$1.3M
0
-100%
清仓
CHWY
CHEWY INC
-$1.3M
0
-100%
清仓
PLMR
PALOMAR HLDGS INC
-$1.3M
0
-100%
清仓
ZS
ZSCALER INC
-$1.3M
0
-100%
建仓
NPO
ENPRO INC
+$1.3M
5,651
清仓
TGTX
TG THERAPEUTICS INC
-$1.3M
0
-100%
建仓
—
REV GROUP INC
+$1.2M
21,786
建仓
PHM
PULTE GROUP INC
+$1.2M
9,117
建仓
RRR
RED ROCK RESORTS INC
+$1.2M
19,700
清仓
OSIS
OSI SYSTEMS INC
-$1.2M
0
-100%
建仓
VIAV
VIAVI SOLUTIONS INC
+$1.2M
93,533
建仓
J
JACOBS SOLUTIONS INC
+$1.2M
7,695
建仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$1.2M
155,616
建仓
AWI
ARMSTRONG WORLD INDS INC NEW
+$1.2M
5,880
减持
USFD
US FOODS HLDG CORP
-$1.1M
448,717
-3%
增持
ANET
ARISTA NETWORKS INC
+$1.1M
14,282
+56%
建仓
AN
AUTONATION INC
+$1.1M
5,212
清仓
—
ACCENTURE PLC IRELAND
-$1.1M
0
-100%
清仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$1.1M
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
-$1.1M
5,446
+3%
清仓
GDDY
GODADDY INC
-$1.1M
0
-100%
建仓
—
ASTRAZENECA PLC
+$1.0M
13,666
建仓
HAL
HALLIBURTON CO
+$1.0M
41,054
建仓
ULTA
ULTA BEAUTY INC
+$1.0M
1,844
建仓
KRYS
KRYSTAL BIOTECH INC
+$998.1K
5,654
建仓
PENG
PENGUIN SOLUTIONS INC
+$984.6K
37,466
清仓
COCO
VITA COCO CO INC
-$980.7K
0
-100%
建仓
INCY
INCYTE CORP
+$961.0K
11,331
减持
JOBY
JOBY AVIATION INC
-$941.7K
40,000
-73%
清仓
MVST
MICROVAST HOLDINGS INC
-$937.9K
0
-100%
建仓
LAZ
LAZARD INC
+$934.7K
17,710
减持
NFLX
NETFLIX INC
-$872.0K
4,433
-4%
清仓
ACHR
ARCHER AVIATION INC
-$868.0K
0
-100%
增持
KR
KROGER CO
+$852.1K
16,209
+383%
清仓
SHOP
SHOPIFY INC
-$852.0K
0
-100%
清仓
NTNX
NUTANIX INC
-$846.4K
0
-100%
清仓
OPCH
OPTION CARE HEALTH INC
-$841.6K
0
-100%
清仓
EXE
EXPAND ENERGY CORPORATION
-$836.8K
0
-100%
减持
—
AMER SPORTS INC
-$822.9K
36,132
-33%
建仓
—
PAGAYA TECHNOLOGIES LTD
+$815.6K
27,472
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$802.9K
0
-100%
建仓
F
FORD MTR CO
+$798.6K
66,769
增持
GILD
GILEAD SCIENCES INC
+$796.0K
10,045
+249%
清仓
PAYC
PAYCOM SOFTWARE INC
-$795.6K
0
-100%
建仓
FLS
FLOWSERVE CORP
+$779.2K
14,663
清仓
OMF
ONEMAIN HLDGS INC
-$754.6K
0
-100%
清仓
GSHD
GOOSEHEAD INS INC
-$739.3K
0
-100%
建仓
NTES
NETEASE INC
+$737.9K
4,855
增持
GE
GE AEROSPACE
+$736.8K
9,865
+14%
清仓
AMSC
AMERICAN SUPERCONDUCTOR CORP
-$733.8K
0
-100%
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$733.2K
10,000
清仓
IPAR
INTERPARFUMS INC
-$721.7K
0
-100%
增持
—
GENIUS SPORTS LIMITED
+$712.4K
339,416
+1%
减持
AIZ
ASSURANT INC
-$710.6K
1,086
-77%
