account_balance

Investment manager · 13F filer · SEC CIK 1141455

Cookson Peirce & Co Inc

Reported value$2.77Bas of Sep 30, 2026
Positions325 64 new, 56 sold out
Top 10 weight36.9%TSM alone is 7%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 7.4% HeldAPH Amphenol Corp 5.7% HeldGOOGL Alphabet Inc. 5.3% HeldFLEX Flex Ltd. 3.5% HeldNVDA NVIDIA Corp 3.2% Added +151%LLY ELI Lilly & Co 2.7% Added +298%GLW Corning Inc 2.6% Trimmed −48%MU Micron Technology Inc 2.5% HeldHSBC HSBC Holdings PLC 2.1% HeldCAH Cardinal Health Inc 1.8% HeldFTI TechnipFMC PLC 1.8% Added +2%RL Ralph Lauren Corp 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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