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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 150 项建仓 38增持 35减持 40清仓 37

方向

标的

Δ市值

现股数(环比)

清仓

FFIV F5 INC

-$68.8M

0 -100%

清仓

SE SEA LTD

-$53.1M

0 -100%

增持

GOOGL ALPHABET INC

+$41.2M

242,583 +70%

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

META META PLATFORMS INC

-$38.4M

38,052 -56%

清仓

VRSN VERISIGN INC

-$28.6M

0 -100%

减持

AXON AXON ENTERPRISE INC

-$22.6M

6,070 -83%

建仓

EXE EXPAND ENERGY CORPORATION

+$21.8M

197,822

建仓

BWXT BWX TECHNOLOGIES INC

+$19.5M

112,551

减持

GNRC GENERAC HLDGS INC

-$19.1M

2,286 -98%

增持

MPWR MONOLITHIC PWR SYS INC

+$18.8M

21,336 +3815%

清仓

LPLA LPL FINL HLDGS INC

-$17.9M

0 -100%

清仓

LNG CHENIERE ENERGY INC

-$17.3M

0 -100%

减持

HOOD ROBINHOOD MKTS INC

-$17.0M

392,461 -8%

增持

DELL DELL TECHNOLOGIES INC

+$16.2M

139,565 +1302%

建仓

NBIX NEUROCRINE BIOSCIENCES INC

+$15.2M

107,271

清仓

LRN STRIDE INC

-$14.1M

0 -100%

减持

BSX BOSTON SCIENTIFIC CORP

-$12.8M

141,817 -47%

增持

LLY ELI LILLY & CO

+$12.2M

21,988 +47%

增持

BKR BAKER HUGHES COMPANY

+$11.8M

311,670 +544%

增持

LRCX LAM RESEARCH CORP

+$11.5M

75,113 +615%

建仓

BSCZ INVESCO EXCH TRD SLF IDX FD

+$11.2M

537,257

建仓

NET CLOUDFLARE INC

+$11.0M

56,014

减持

CAH CARDINAL HEALTH INC

+$11.0M

234,061 -1%

建仓

MU MICRON TECHNOLOGY INC

+$10.9M

38,296

增持

FLS FLOWSERVE CORP

+$10.8M

166,736 +1037%

清仓

PLNT PLANET FITNESS INC

-$10.8M

0 -100%

增持

ULTA ULTA BEAUTY INC

+$10.6M

19,118 +937%

清仓

BSCQ INVESCO EXCH TRD SLF IDX FD

-$10.4M

0 -100%

减持

CORT CORCEPT THERAPEUTICS INC

-$10.3M

207,457 -2%

清仓

TOST TOAST INC

-$9.9M

0 -100%

减持

EXPE EXPEDIA GROUP INC

+$9.9M

146,338 -1%

增持

INCY INCYTE CORP

+$9.5M

105,900 +835%

增持

SNOW SNOWFLAKE INC

+$9.4M

43,913 +3535%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$8.9M

458,893 -2%

增持

PLTR PALANTIR TECHNOLOGIES INC

+$8.7M

244,759 +28%

减持

OHI OMEGA HEALTHCARE INVS INC

-$8.4M

191,615 -52%

建仓

PRIM PRIMORIS SVCS CORP

+$8.3M

66,567

减持

APH AMPHENOL CORP NEW

+$7.8M

951,998 -2%

清仓

CVLT COMMVAULT SYS INC

-$7.3M

0 -100%

增持

AXP AMERICAN EXPRESS CO

+$7.0M

176,958 +1%

减持

UBER UBER TECHNOLOGIES INC

-$6.9M

331,661 -4%

减持

GEN GEN DIGITAL INC

-$6.6M

10,435 -96%

增持

— TECHNIPFMC PLC

+$6.0M

731,002 +9%

减持

RL RALPH LAUREN CORP

+$5.2M

140,216 -1%

减持

BKNG BOOKING HOLDINGS INC

-$4.7M

4,609 -15%

建仓

DDOG DATADOG INC

+$4.5M

33,258

减持

GLW CORNING INC

+$4.3M

953,579 -1%

减持

APP APPLOVIN CORP

-$4.3M

60,636 -3%

减持

AMZN AMAZON COM INC

+$4.2M

402,755 -0%

减持

HSBC HSBC HLDGS PLC

+$4.0M

613,956 -2%

建仓

NEM NEWMONT CORP

+$3.9M

38,678

建仓

SNPS SYNOPSYS INC

+$3.8M

7,986

减持

BCS BARCLAYS PLC

+$3.6M

829,126 -2%

减持

— GENIUS SPORTS LIMITED

-$3.3M

80,150 -76%

减持

C CITIGROUP INC

+$3.2M

222,816 -1%

减持

DGX QUEST DIAGNOSTICS INC

-$3.2M

161,503 -1%

减持

STRL STERLING INFRASTRUCTURE INC

-$3.1M

82,221 -1%

清仓

VRNS VARONIS SYS INC

-$3.1M

0 -100%

减持

EME EMCOR GROUP INC

-$2.9M

59,561 -2%

清仓

ALAB ASTERA LABS INC

-$2.8M

0 -100%

增持

NFLX NETFLIX INC

-$2.5M

30,552 +589%

增持

COHR COHERENT CORP

+$2.3M

23,839 +24%

清仓

PSTG PURE STORAGE INC

-$2.3M

0 -100%

清仓

TPG TPG INC

-$2.3M

0 -100%

减持

— FLEX LTD

+$2.2M

1,217,644 -1%

清仓

QS QUANTUMSCAPE CORP

-$2.2M

0 -100%

增持

— CREDO TECHNOLOGY GROUP HOLDI

+$2.2M

35,283 +79%

清仓

SMR NUSCALE PWR CORP

-$2.2M

0 -100%

减持

NVS NOVARTIS AG

+$2.2M

268,943 -1%

建仓

SPHR SPHERE ENTERTAINMENT CO

+$2.1M

21,695

增持

HAL HALLIBURTON CO

+$2.1M

108,397 +164%

减持

COF CAPITAL ONE FINL CORP

+$1.9M

77,963 -2%

减持

SSNC SS&C TECHNOLOGIES HLDGS INC

-$1.9M

226,658 -7%

建仓

BABA ALIBABA GROUP HLDG LTD

+$1.8M

12,420

减持

FWONK LIBERTY MEDIA CORP DEL

-$1.8M

39,283 -28%

减持

GS GOLDMAN SACHS GROUP INC

+$1.8M

24,489 -1%

增持

PEGA PEGASYSTEMS INC

+$1.7M

230,391 +10%

建仓

ADPT ADAPTIVE BIOTECHNOLOGIES COR

+$1.7M

105,689

建仓

COCO VITA COCO CO INC

+$1.7M

31,397

清仓

XEL XCEL ENERGY INC

-$1.6M

0 -100%

清仓

COST COSTCO WHSL CORP NEW

-$1.6M

0 -100%

增持

IONQ IONQ INC

-$1.5M

126,806 +8%

清仓

MSGS MADISON SQUARE GRDN SPRT COR

-$1.5M

0 -100%

减持

TOL TOLL BROTHERS INC

-$1.5M

187,399 -4%

增持

CFG CITIZENS FINL GROUP INC

+$1.5M

51,593 +80%

建仓

AMKR AMKOR TECHNOLOGY INC

+$1.5M

37,390

建仓

CECO CECO ENVIRONMENTAL CORP

+$1.4M

23,585

增持

CRWD CROWDSTRIKE HLDGS INC

-$1.4M

89,418 +1%

增持

— ROYALTY PHARMA PLC

+$1.4M

376,615 +1%

建仓

VSXY VICTORIAS SECRET AND CO

+$1.4M

25,648

增持

MEDP MEDPACE HLDGS INC

+$1.4M

2,900 +508%

建仓

TMUS T-MOBILE US INC

+$1.4M

6,737

增持

YOU CLEAR SECURE INC

+$1.4M

129,032 +36%

建仓

REAL THE REALREAL INC

+$1.3M

81,242

增持

NVDA NVIDIA CORPORATION

+$1.3M

141,526 +5%

建仓

FIVE FIVE BELOW INC

+$1.3M

6,718

建仓

ENS ENERSYS

+$1.3M

8,615

清仓

MWA MUELLER WTR PRODS INC

-$1.3M

0 -100%

清仓

— AMER SPORTS INC

-$1.3M

0 -100%

建仓

RMBS RAMBUS INC DEL

+$1.3M

13,607

建仓

PATH UIPATH INC

+$1.2M

76,148

清仓

DASH DOORDASH INC

-$1.2M

0 -100%

清仓

— CARNIVAL CORP

-$1.2M

0 -100%

清仓

— REV GROUP INC

-$1.2M

0 -100%

建仓

FIGS FIGS INC

+$1.2M

108,620

清仓

DXPE DXP ENTERPRISES INC

-$1.2M

0 -100%

清仓

PHM PULTE GROUP INC

-$1.2M

0 -100%

清仓

RRR RED ROCK RESORTS INC

-$1.2M

0 -100%

清仓

ERIC TELEFONAKTIEBOLAGET LM ERICS

-$1.2M

0 -100%

建仓

KALU KAISER ALUMINUM CORP

+$1.1M

10,002

清仓

AN AUTONATION INC

-$1.1M

0 -100%

减持

ALV AUTOLIV INC

-$1.1M

176,600 -1%

建仓

LVS LAS VEGAS SANDS CORP

+$1.1M

16,454

减持

ATI ATI INC

+$1.1M

35,473 -4%

增持

AVGO BROADCOM INC

+$1.0M

47,515 +2%

清仓

OC OWENS CORNING NEW

-$1.0M

0 -100%

增持

JOBY JOBY AVIATION INC

+$1.0M

126,246 +216%

建仓

MYRG MYR GROUP INC DEL

+$1.0M

4,656

清仓

PENG PENGUIN SOLUTIONS INC

-$984.6K

0 -100%

增持

DAL DELTA AIR LINES INC DEL

+$980.3K

63,376 +5%

清仓

CRBG COREBRIDGE FINL INC

-$979.3K

0 -100%

建仓

— PIPER SANDLER COMPANIES

+$974.3K

2,868

增持

IRTC IRHYTHM TECHNOLOGIES INC

+$970.8K

19,549 +35%

减持

USFD US FOODS HLDG CORP

-$965.7K

443,640 -1%

清仓

LAZ LAZARD INC

-$934.7K

0 -100%

建仓

BTSG BRIGHTSPRING HEALTH SVCS INC

+$920.5K

24,579

建仓

KN KNOWLES CORP

+$909.6K

42,446

建仓

PNW PINNACLE WEST CAP CORP

+$878.0K

9,898

减持

GEV GE VERNOVA INC

+$872.2K

32,588 -2%

增持

CDE COEUR MNG INC

+$868.9K

75,034 +200%

减持

J JACOBS SOLUTIONS INC

-$867.9K

2,154 -72%

减持

— AXIS CAP HLDGS LTD

+$858.1K

81,007 -1%

增持

— TOPBUILD CORP

+$855.7K

24,927 +2%

建仓

MET METLIFE INC

+$852.6K

10,801

建仓

GOOG ALPHABET INC

+$830.0K

2,645

增持

BSCS INVESCO EXCH TRD SLF IDX FD

+$829.7K

536,700 +8%

清仓

— PAGAYA TECHNOLOGIES LTD

-$815.6K

0 -100%

增持

BWA BORGWARNER INC

+$812.1K

193,478 +8%

清仓

SOUN SOUNDHOUND AI INC

-$804.0K

0 -100%

增持

BSCT INVESCO EXCH TRD SLF IDX FD

+$800.6K

584,484 +8%

建仓

UHS UNIVERSAL HLTH SVCS INC

+$767.6K

3,521

建仓

HL HECLA MNG CO

+$767.6K

40,000

清仓

INGR INGREDION INC

-$767.3K

0 -100%

建仓

— BUNGE GLOBAL SA

+$760.8K

8,541

增持

LDOS LEIDOS HOLDINGS INC

+$750.6K

9,639 +84%

减持

SNX TD SYNNEX CORPORATION

-$749.7K

32,135 -6%

建仓

RMD RESMED INC

+$746.2K

3,098

减持

HWM HOWMET AEROSPACE INC

+$737.6K

196,156 -2%

清仓

LSCC LATTICE SEMICONDUCTOR CORP

-$733.2K

0 -100%

建仓

IDXX IDEXX LABS INC

+$699.5K

1,034