COOKSON PEIRCE & CO INC 13F Portfolio
COOKSON PEIRCE & CO INC runs COOKSON PEIRCE & CO INC and currently holds 317 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $3.04B. Their top holdings are GLW, TSM, APH, GOOGL, FLEX. The top five represent 29.6% of reported portfolio weight. COOKSON PEIRCE & CO INC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, COOKSON PEIRCE & CO INC initiated 3 new positions. They added to 70 existing positions. They trimmed 27 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$3.04B
Alpha Score
110.7
#0 of 1000
Holdings
317
COOKSON PEIRCE & CO INC Current 13F Holdings
Reported holdings from COOKSON PEIRCE & CO INC's latest SEC 13F filing, ranked by portfolio weight.
317 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GLW CORNING INC | 7.40% | $46.78 | $156.69 | +234.95% | Trimmed -6.42% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 7.09% | $170.55 | $453.28 | +165.78% | Trimmed -0.28% |
 APH AMPHENOL CORP | 5.41% | $40.65 | $87.23 | +114.59% | Added +0.60% |
 GOOGL ALPHABET INC | 5.00% | $277.87 | $351.66 | +26.56% | Added +0.21% |
 FLEX FLEX LTD | 4.67% | $23.92 | $119.83 | +400.96% | Trimmed -26.20% |
 MU MICRON TECHNOLOGY INC | 2.49% | $318.61 | $1,029.00 | +222.97% | Added +1.43% |
 STRL STERLING INFRASTRUCTURE INC | 2.37% | $252.51 | $513.00 | +103.16% | Added +3.55% |
 HSBC HSBC HLDGS PLC | 1.86% | $36.63 | $92.98 | +153.84% | Added +0.04% |
 RL RALPH LAUREN CORP | 1.85% | $185.00 | $371.28 | +100.69% | Added +0.20% |
 CAH CARDINAL HEALTH INC | 1.78% | $138.19 | $237.52 | +71.88% | Added +0.42% |
Showing 1-10 of 317