Cookson Peirce & Co Inc 13F 持仓 · 2026年Q2
Cookson Peirce & Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 317 只证券，申报市值合计 30.35 亿美元。前几大持仓：GLW（7.40%）、TSM（7.09%）、APH（5.41%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | $224.5M | 7.40% | 879,037 | 减持 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $215.2M | 7.09% | 450,703 | 减持 |
| 3 | APH | AMPHENOL CORP | $164.3M | 5.41% | 931,674 | 增持 |
| 4 | GOOGL | ALPHABET INC | $151.7M | 5.00% | 424,372 | 增持 |
| 5 | FLEX | FLEX LTD | $141.7M | 4.67% | 874,601 | 减持 |
| 6 | MU | MICRON TECHNOLOGY INC | $75.5M | 2.49% | 65,410 | 增持 |
| 7 | STRL | STERLING INFRASTRUCTURE INC | $71.8M | 2.37% | 85,597 | 增持 |
| 8 | HSBC | HSBC HLDGS PLC | $56.5M | 1.86% | 594,134 | 增持 |
| 9 | RL | RALPH LAUREN CORP | $56.0M | 1.85% | 139,593 | 增持 |
| 10 | CAH | CARDINAL HEALTH INC | $54.1M | 1.78% | 227,784 | 增持 |
| 11 | HWM | HOWMET AEROSPACE INC | $53.0M | 1.75% | 197,198 | 增持 |
| 12 | EME | EMCOR GROUP INC | $49.6M | 1.63% | 59,774 | 增持 |
| 13 | FTI | TECHNIPFMC PLC | $47.6M | 1.57% | 717,297 | 减持 |
| 14 | NVS | NOVARTIS AG | $44.5M | 1.47% | 283,840 | 增持 |
| 15 | STT | STATE STR CORP | $43.6M | 1.44% | 257,160 | 增持 |
| 16 | LUV | SOUTHWEST AIRLS CO | $42.7M | 1.41% | 830,605 | 减持 |
| 17 | USFD | US FOODS HLDG CORP | $42.0M | 1.39% | 411,179 | 减持 |
| 18 | MPWR | MONOLITHIC PWR SYS INC | $40.8M | 1.34% | 29,510 | 增持 |
| 19 | WWD | WOODWARD INC | $39.5M | 1.30% | 92,751 | 增持 |
| 20 | LRCX | LAM RESEARCH CORP | $38.1M | 1.26% | 87,973 | 减持 |
| 21 | GEV | GE VERNOVA INC | $37.3M | 1.23% | 31,732 | 减持 |
| 22 | JBL | JABIL INC | $34.1M | 1.12% | 88,502 | 减持 |
| 23 | CGNX | COGNEX CORP | $33.5M | 1.10% | 462,885 | 新建仓 |
| 24 | DGX | QUEST DIAGNOSTICS INC | $33.0M | 1.09% | 155,589 | 减持 |
| 25 | IBKR | INTERACTIVE BROKERS GROUP IN | $32.4M | 1.07% | 372,439 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR