Cookson Peirce &
$3.0B 13F equity value
358 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Cookson Peirce & covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GLW | CORNING INC | 879,037 | $225M | 7.4% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 450,703 | $215M | 7.1% |
| APH | AMPHENOL CORP | 931,674 | $164M | 5.4% |
| GOOGL | ALPHABET INC | 424,372 | $152M | 5.0% |
| FLEX | FLEX LTD | 874,601 | $142M | 4.7% |
| MU | MICRON TECHNOLOGY INC | 65,410 | $76M | 2.5% |
| STRL | STERLING INFRASTRUCTURE INC | 85,597 | $72M | 2.4% |
| HSBC | HSBC HLDGS PLC | 594,134 | $56M | 1.9% |
| RL | RALPH LAUREN CORP | 139,593 | $56M | 1.8% |
| CAH | CARDINAL HEALTH INC | 227,784 | $54M | 1.8% |
Track Cookson Peirce &'s 13F portfolio: $3.0B in reported holdings, 358 positions. Top holdings and quarterly changes on SentiSense.
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