EdgeMarket › What Cookson Peirce & Co Inc reported owning
What Cookson Peirce & Co Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.4BPositions
303Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 152.8M | 6.5% | 452.0K | 418.95 | +83.3% |
| GLW CORNING INC /NY | 127.7M | 5.4% | 939.4K | 149.84 | +132.0% |
| GOOGL Alphabet Inc. | 121.8M | 5.2% | 423.5K | 344.82 | +73.0% |
| APH AMPHENOL CORP /DE/ | 117.0M | 5.0% | 926.1K | 157.01 | +44.5% |
| FLEX FLEX LTD. | 77.6M | 3.3% | 1.2M | 110.45 | +124.9% |
| LLY ELI LILLY & Co | 56.7M | 2.4% | 61.6K | 1,255.40 | +78.0% |
| FTI TechnipFMC plc | 49.8M | 2.1% | 720.9K | 77.45 | +122.8% |
| HSBC HSBC HOLDINGS PLC | 49.0M | 2.1% | 593.9K | 104.15 | +59.3% |
| CAH CARDINAL HEALTH INC | 47.9M | 2.0% | 226.8K | 229.51 | +50.1% |
| RL RALPH LAUREN CORP | 47.9M | 2.0% | 139.3K | 372.59 | +30.2% |
| HWM Howmet Aerospace Inc. | 45.1M | 1.9% | 195.9K | 271.68 | +58.0% |
| NVS NOVARTIS AG | 43.3M | 1.8% | 283.6K | 158.86 | +24.8% |
| EME EMCOR Group, Inc. | 42.9M | 1.8% | 58.1K | 776.62 | +28.3% |
| USFD US Foods Holding Corp. | 40.0M | 1.7% | 433.4K | 109.62 | +39.1% |
| AA Alcoa Corp | 37.1M | 1.6% | 559.7K | 51.85 | +76.8% |
| STRL STERLING INFRASTRUCTURE, INC. | 33.7M | 1.4% | 82.7K | 516.81 | +88.0% |
| PLTR Palantir Technologies Inc. | 33.4M | 1.4% | 228.2K | 179.94 | +15.3% |
| STT STATE STREET CORP | 32.5M | 1.4% | 256.8K | 187.13 | +67.2% |
| LUV SOUTHWEST AIRLINES CO | 32.4M | 1.4% | 863.3K | 40.38 | +29.5% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 32.2M | 1.4% | 29.5K | 1,316.28 | +59.3% |
| DGX QUEST DIAGNOSTICS INC | 30.6M | 1.3% | 156.3K | 244.39 | +32.5% |
| WWD Woodward, Inc. | 28.2M | 1.2% | 78.7K | 343.26 | +39.4% |
| GEV GE Vernova Inc. | 27.7M | 1.2% | 31.8K | 956.85 | +58.3% |
| NXT Nextpower Inc. | 27.4M | 1.2% | 226.9K | 86.18 | +30.3% |
| NVDA NVIDIA CORP | 26.5M | 1.1% | 151.8K | 214.72 | +22.4% |
| CVE CENOVUS ENERGY INC. | 25.9M | 1.1% | 974.6K | 32.93 | +119.8% |
| FLS FLOWSERVE CORP | 25.8M | 1.1% | 350.7K | 79.39 | +52.2% |
| TOL Toll Brothers, Inc. | 25.7M | 1.1% | 188.5K | 147.09 | +11.9% |
| C CITIGROUP INC | 25.2M | 1.1% | 221.9K | 131.65 | +41.3% |
| IBKR Interactive Brokers Group, Inc. | 24.8M | 1.0% | 369.3K | 93.87 | +50.3% |
| BWXT BWX Technologies, Inc. | 24.0M | 1.0% | 117.5K | 156.78 | -4.1% |
| B BARRICK MINING CORP | 23.6M | 1.0% | 579.4K | 47.60 | +91.6% |
| JBL JABIL INC | 23.5M | 1.0% | 88.6K | 313.21 | +53.5% |
| AVGO Broadcom Inc. | 22.6M | 1.0% | 73.1K | 368.45 | +26.5% |
| ROST ROSS STORES, INC. | 22.5M | 1.0% | 103.7K | 239.04 | +63.3% |
| MU MICRON TECHNOLOGY INC | 21.8M | 0.9% | 64.5K | 966.78 | +724.8% |
| ALSN Allison Transmission Holdings Inc | 21.7M | 0.9% | 185.1K | 133.23 | +52.6% |
| BKR Baker Hughes Co | 20.7M | 0.9% | 338.5K | 62.34 | +45.5% |
| GS GOLDMAN SACHS GROUP INC | 20.4M | 0.9% | 24.1K | 1,039.28 | +44.2% |
| MCK MCKESSON CORP | 19.9M | 0.8% | 22.9K | 858.90 | +22.2% |
| LRCX LAM RESEARCH CORP | 19.2M | 0.8% | 90.0K | 314.00 | +216.7% |
| RPRX Royalty Pharma plc | 18.6M | 0.8% | 388.5K | 61.31 | +66.2% |
| SU SUNCOR ENERGY INC | 17.8M | 0.8% | 268.8K | 68.42 | +77.3% |
| BCS BARCLAYS PLC | 17.4M | 0.7% | 823.5K | 26.83 | +32.4% |
| EVR Evercore Inc. | 17.1M | 0.7% | 57.5K | 291.89 | -4.1% |
| GE GENERAL ELECTRIC CO | 15.9M | 0.7% | 56.0K | 348.37 | +30.7% |
| FIVE FIVE BELOW, INC | 15.1M | 0.6% | 65.9K | 250.24 | +79.7% |
| NET Cloudflare, Inc. | 14.4M | 0.6% | 69.9K | 293.14 | +51.7% |
| BWA BORGWARNER INC | 14.1M | 0.6% | 259.2K | 67.78 | +60.5% |
| CASY CASEYS GENERAL STORES INC | 13.9M | 0.6% | 19.1K | 835.74 | +62.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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