Cookson Peirce &
$2.4B Assets Reported
366 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 451,991 | $153M | 6.5% |
| GLW | CORNING INC | 939,365 | $128M | 5.4% |
| GOOGL | ALPHABET INC | 423,499 | $122M | 5.2% |
| APH | AMPHENOL CORP | 926,128 | $117M | 5.0% |
| FLEX | FLEXTRONICS INTL LTD | 1,185,136 | $78M | 3.3% |
| LLY | ELI LILLY & CO | 61,609 | $57M | 2.4% |
| FTI | TECHNIPFMC PLC | 720,879 | $50M | 2.1% |
| HSBC | HSBC HLDGS PLC | 593,877 | $49M | 2.1% |
| CAH | CARDINAL HEALTH INC | 226,821 | $48M | 2.0% |
| RL | RALPH LAUREN CORP | 139,315 | $48M | 2.0% |
Track Cookson Peirce &'s 13F portfolio: $2.4B in reported holdings, 366 positions. Top holdings, AUM, and quarterly changes on SentiSense.