Cookson Peirce & CO Inc Portfolio Holdings
Cookson Peirce & CO Inc
- $2.17 Billion
- Q2 2025
Cookson Peirce & CO Inc has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.17 Billion distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $108M, Amphenol Corp with a value of $99.4M, Amazon Com Inc with a value of $88.8M, F5, Inc. with a value of $63.4M, and Flex Ltd. with a value of $63.4M.
Examining the 13F form we can see an increase of $312M in the current position value, from $1.86B to 2.17B.
Below you can find more details about Cookson Peirce & CO Inc portfolio as well as his latest detailed transactions.
Portfolio value
$2.17 Billion
Technology: $754 Million
Financial Services: $353 Million
Consumer Cyclical: $313 Million
Industrials: $235 Million
Healthcare: $194 Million
Consumer Defensive: $99.7 Million
ETFs: $70.2 Million
Energy: $66.7 Million
Other: $75 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 272
- Current Value $2.17 Billion
- Prior Value $1.86 Billion
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 59 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 85 stocks