COOKSON PEIRCE & CO INC — 13F holdings

COOKSON PEIRCE & CO INC reported 317 holdings worth $3.04B in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

1. GLW CORNING INC — $225M (7.4%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $215M (7.1%)
3. APH AMPHENOL CORP NEW — $164M (5.4%)
4. GOOGL ALPHABET INC — $152M (5.0%)
5. FLEX FLEX LTD — $142M (4.7%)
6. MU MICRON TECHNOLOGY INC — $75.5M (2.5%)
7. STRL STERLING INFRASTRUCTURE INC — $71.8M (2.4%)
8. HSBC HSBC HLDGS PLC — $56.5M (1.9%)
9. RL RALPH LAUREN CORP — $56.0M (1.8%)
10. CAH CARDINAL HEALTH INC — $54.1M (1.8%)