CP

COOKSON PEIRCE & CO INC

13F
COOKSON PEIRCE & CO INC
Last update 2025-05-13 267 Stocks (55 new)
Value $1.99 Bil Turnover 26 %
Countries:
Top Holdings: TSM(4.04%)AMZN(3.82%)APH(3.39%)GOOGL(3.20%)FFIV(2.88%)
Summary Stock Picks Current Portfolio
COOKSON PEIRCE & CO INC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
484,184
80,374.5
-0.47%
4.040
-0.02%
0.010
+46.56%
+18.26%
1,202,442.8
Semiconductors
AMZN
Amazon.com Inc
399,090
75,930.9
+3.65%
3.820
+0.13%
0.000
+16.45%
+1.44%
2,362,563.1
Retail - Cyclical
APH
Amphenol Corp
1,027,251
67,377.4
-1.07%
3.390
-0.03%
0.080
+48.66%
+42.03%
118,794.7
Hardware
GOOGL
Alphabet Inc
411,140
63,578.7
+8,542.84%
3.200
+3.16%
0.000
+11.41%
-6.49%
2,147,432.5
Interactive Media
FFIV
F5 Inc
215,205
57,302.7
+1.70%
2.880
+0.05%
0.370
+14.44%
+20.21%
17,360.4
Software
APO
Apollo Global Management Inc
404,126
55,340.9
-1.39%
2.780
-0.04%
0.070
+14.57%
-10.64%
83,809.6
Asset Management
BRO
Brown & Brown Inc
400,113
49,774.0
-1.79%
2.500
-0.03%
0.140
-7.17%
+6.28%
35,663.1
Insurance
AXP
American Express Co
184,850
49,733.9
-0.40%
2.500
-0.01%
0.030
+21.27%
+7.81%
222,331.9
Credit Services
TDG
TransDigm Group Inc
34,552
47,795.5
-1.85%
2.400
-0.04%
0.060
+15.90%
+20.45%
85,735.7
Aerospace & Defense
GLW
Corning Inc
998,251
45,699.9
-1.09%
2.300
-0.02%
0.120
+22.21%
+11.89%
45,024.7
Hardware

COOKSON PEIRCE & CO INC's Historical Top Holdings Breakdowns

COOKSON PEIRCE & CO INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PWR
Quanta Services Inc
2025-03-31
Reduce
Reduce
-5.30%
●
236.71 ($288.97) 358.03
$382.12
32.24%
Reduce -97.79%
8,376
-369,974
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-3.70%
●
375.39 ($407.71) 447.2
$503.51
23.50%
Reduce -93.29%
13,932
-193,848
DECK
Deckers Outdoor Corp
2025-03-31
Reduce
Reduce
-3.31%
●
111.56 ($161.52) 223.11
$104.91
-35.05%
Reduce -99.28%
2,590
-359,459
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+3.16%
●
154.33 ($181.36) 206.38
$176.60
-2.62%
Add 8542.84%
411,140
406,383
VRTX
Vertex Pharmaceuticals Inc
2025-03-31
Reduce
Reduce
-2.67%
●
402.49 ($466) 513.76
$478.96
2.78%
Reduce -98.84%
1,719
-146,061
IRM
Iron Mountain Inc
2025-03-31
Reduce
Reduce
-2.16%
●
82.79 ($96.36) 111.31
$99.25
3.00%
Reduce -99.36%
2,919
-451,633
SE
Sea Ltd
2025-03-31
New Buy
New Buy
+1.77%
●
104.87 ($124.01) 146.31
$152.74
23.17%
New holding
269,945
269,945
CAH
Cardinal Health Inc
2025-03-31
New Buy
New Buy
+1.70%
●
118.02 ($127.47) 137.77
$164.26
28.86%
New holding
245,734
245,734
CRWD
CrowdStrike Holdings Inc
2025-03-31
New Buy
New Buy
+1.69%
●
308.86 ($381.06) 455.36
$513.51
34.76%
New holding
95,192
95,192
EVR
Evercore Inc
2025-03-31
Reduce
Reduce
-1.69%
●
190.28 ($249.15) 291.27
$293.39
17.76%
Reduce -98.88%
1,522
-134,916

COOKSON PEIRCE & CO INC Total Holding History ($B)

To

COOKSON PEIRCE & CO INC's Asset Allocation

To

COOKSON PEIRCE & CO INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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COOKSON PEIRCE & CO INC's Hypothetical Growth since 2025-03-31

COOKSON PEIRCE & CO INC's Yearly Returns

Year Portfolio % % Excess Gain %

COOKSON PEIRCE & CO INC's Holdings Heat Map

Size field:

COOKSON PEIRCE & CO INC's Holdings Bubble Chart

COOKSON PEIRCE & CO INC News

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