13F Insight
DOSSIER · 13F-HR · Q2 2026

COOKSON PEIRCE & CO INC

$3.0B in tracked AUM across 317 positions as of Q2 2026.

CP
CIK 0001141455 · last filed Jun 30, 2026
Total AUM
$3.0B
as of Q2 2026
Holdings
317
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

COOKSON PEIRCE & CO INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GLW
CORNING INC
$225M879K7.4%02
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$215M451K7.1%03
APH
AMPHENOL CORP
$164M932K5.4%04
GOOGL
ALPHABET INC
$152M424K5.0%05
Y2573F102
FLEX LTD
$142M875K4.7%06
MU
MICRON TECHNOLOGY INC
$76M65K2.5%07
STRL
STERLING INFRASTRUCTURE INC
$72M86K2.4%08
HSBC
HSBC HLDGS PLC
$56M594K1.9%09
RL
RALPH LAUREN CORP
$56M140K1.8%10
CAH
CARDINAL HEALTH INC
$54M228K1.8%

Filing history

2026Q2Jun 30
$3.0B▲ 28.5%
317 positionsView →2026Q1Mar 31
$2.4B▼ 2.1%
303 positionsView →2025Q4Dec 31
$2.4B▼ 1.0%
315 positionsView →2025Q3Sep 30
$2.4B▲ 7.3%
304 positionsView →2025Q2Jun 30
$2.3B▲ 14.3%
272 positionsLocked2025Q1Mar 31
$2.0B▼ 9.9%
267 positionsLocked2024Q4Dec 31
$2.2B▲ 3.4%
265 positionsLocked2024Q3Sep 30
$2.1B▲ 2.6%
242 positionsLocked2024Q2Jun 30
$2.1B▲ 10.9%
226 positionsLocked2024Q1Mar 31
$1.9B▲ 13.3%
219 positionsLocked2023Q4Dec 31
$1.7B▲ 8.4%
209 positionsLocked2023Q3Sep 30
$1.5B▼ 6.9%
203 positionsLocked
Showing 12 of 37