Fund HoldingsCOOKSON PEIRCE & CO INC

Total Portfolio Value
$1.99B
Total Bought
$550.08M
Total Sold
$782.16M
Net Transaction
-$232.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ALPHABET INC(GOOG)0411,140+411,140063,5793.20%+63,579
SEA LTD(SE)0269,945+269,945035,2251.77%+35,225
CARDINAL HEALTH INC(CAH)0245,734+245,734033,8551.70%+33,855
CROWDSTRIKE HLDGS INC(CRWD)095,192+95,192033,5631.69%+33,563
QUEST DIAGNOSTICS INC(DGX)0172,652+172,652029,2131.47%+29,213
VERISIGN INC0107,756+107,756027,3561.38%+27,356
CORCEPT THERAPEUTICS INC(CORT)36,603235,819+199,2161,84426,9351.35%+25,091
NOVARTIS AG(NVS)0222,127+222,127024,7631.25%+24,763
SHOPIFY INC(SHOP)0245,248+245,248023,4161.18%+23,416
ATLASSIAN CORPORATION0105,721+105,721022,4351.13%+22,435
EXPEDIA GROUP INC(EXPE)3,962132,009+128,04773822,1911.12%+21,452
REDDIT INC(RDDT)0171,063+171,063017,9450.90%+17,945
MCKESSON CORP(MCK)023,087+23,087015,5370.78%+15,537
CITIGROUP INC(C)0213,986+213,986015,1910.76%+15,191
FORTINET INC(FTNT)36,505167,542+131,0373,44916,1280.81%+12,679
GENPACT LIMITED
SHS
0209,537+209,537010,5560.53%+10,556
JABIL INC(JBL)068,231+68,23109,2840.47%+9,284
MAPLEBEAR INC(CART)0216,473+216,47308,6350.43%+8,635
GE VERNOVA INC(GEV)029,385+29,38508,9710.45%+8,971
KYNDRYL HLDGS INC(KD)0264,943+264,94308,3190.42%+8,319
TOAST INC(TOST)0249,214+249,21408,2660.42%+8,266
BROWN & BROWN INC(BRO)0400,113+400,113049,7742.50%+49,774
DISCOVER FINL SVCS34,74674,860+40,1146,01912,7790.64%+6,760
HSBC HLDGS PLC(HSBC)678,426663,755-14,67133,55538,1191.92%+4,564
F5 INC(FFIV)211,603215,205+3,60253,21257,3032.88%+4,091
BOSTON SCIENTIFIC CORP(BSX)259,018263,016+3,99823,13526,5331.33%+3,398
TRANSDIGM GROUP INC(TDG)034,552+34,552047,7952.40%+47,795
DUOLINGO INC(DUOL)63,20376,224+13,02120,49223,6711.19%+3,178
VENTAS INC(VTR)0323,979+323,979022,2771.12%+22,277
CHENIERE ENERGY INC(LNG)60,99769,578+8,58113,10616,1000.81%+2,994
SYNOPSYS INC(SNPS)05,947+5,94702,5500.13%+2,550
TYLER TECHNOLOGIES INC(TYL)17,97922,065+4,08610,36712,8280.65%+2,461
ELI LILLY & CO(LLY)014,258+14,258011,7760.59%+11,776
PENUMBRA INC(PEN)08,815+8,81502,3570.12%+2,357
COREBRIDGE FINL INC(CRBD)842,508871,346+28,83825,21627,5081.38%+2,292
EMERSON ELEC CO(EMR)019,110+19,11002,0950.11%+2,095
WYNN RESORTS LTD(WYNN)33,82858,618+24,7902,9154,8950.25%+1,980
PLANET FITNESS INC(PLNT)019,297+19,29701,8640.09%+1,864
SS&C TECHNOLOGIES HLDGS INC(SSNC)0245,227+245,227020,4841.03%+20,484
TRADEWEB MKTS INC(TW)89,12488,784-34011,66813,1810.66%+1,513
LIBERTY MEDIA CORP DEL(FWONA)34,70950,909+16,2003,2164,5820.23%+1,366
BAKER HUGHES COMPANY(BKR)058,117+58,11702,5540.13%+2,554
LPL FINL HLDGS INC(LPLA)03,643+3,64301,1920.06%+1,192
BRINKER INTL INC(EAT)07,326+7,32601,0920.05%+1,092
KINDER MORGAN INC DEL(KMI)1,472,0221,450,102-21,92040,33341,3712.08%+1,038
FERRARI N V
COM
02,325+2,32509950.05%+995
CHEWY INC(CHWY)029,001+29,00109430.05%+943
ALLSTATE CORP(ALL)066,584+66,584013,7880.69%+13,788
SCHWAB CHARLES CORP(SCHW)011,879+11,87909300.05%+930
NORTHERN TR CORP(NTRS)09,161+9,16109040.05%+904
ARCUTIS BIOTHERAPEUTICS INC(ARQT)057,613+57,61309010.05%+901
BLACKSTONE INC(BX)06,080+6,08008500.04%+850
OPTION CARE HEALTH INC(OPCH)023,944+23,94408370.04%+837
STRIDE INC(LRN)06,493+6,49308210.04%+821
MORGAN STANLEY(MS)015,273+15,27301,7820.09%+1,782
BARCLAYS PLC897,572827,915-69,65711,92912,7170.64%+788
ZILLOW GROUP INC(Z)011,485+11,48507870.04%+787
CAMDEN PPTY TR(CPT)06,389+6,38907810.04%+781
DXP ENTERPRISES INC(DXPE)09,441+9,44107770.04%+777
HASBRO INC(HAS)012,606+12,60607750.04%+775
RBC BEARINGS INC(RBC)02,294+2,29407380.04%+738
CONOCOPHILLIPS(COP)06,783+6,78307120.04%+712
COSTCO WHSL CORP NEW(COST)045,380+45,380042,9202.16%+42,920
NEXTERA ENERGY INC(NEE)09,720+9,72006890.03%+689
ROYALTY PHARMA PLC(RPRX)022,092+22,09206880.03%+688
RAYMOND JAMES FINL INC(RJF)04,816+4,81606690.03%+669
BERKSHIRE HATHAWAY INC DEL02,940+2,94001,5660.08%+1,566
LAM RESEARCH CORP(LRCX)08,350+8,35006070.03%+607
NEW YORK TIMES CO(NYT)012,142+12,14206020.03%+602
LEIDOS HOLDINGS INC(LDOS)04,072+4,07205490.03%+549
GENIUS SPORTS LIMITED
SHARES CL A
0321,100+321,10003,2140.16%+3,214
BANK OZK LITTLE ROCK ARK(OZK)011,405+11,40504960.02%+496
TG THERAPEUTICS INC(TGTX)28,08132,742+4,6618451,2910.06%+446
META PLATFORMS INC(META)5,4926,331+8393,2163,6490.18%+433
INVESCO QQQ TR0912+91204280.02%+428
MUELLER WTR PRODS INC(MWA)044,632+44,63201,1350.06%+1,135
TEXAS PACIFIC LAND CORPORATI(TPL)421662+2414668770.04%+412
JPMORGAN CHASE & CO.(JPM)10,28611,665+1,3792,4662,8620.14%+396
GE AEROSPACE(GE)08,256+8,25601,6520.08%+1,652
UNITEDHEALTH GROUP INC(UNH)03,030+3,03001,5870.08%+1,587
PALOMAR HLDGS INC(PLMR)07,727+7,72701,0590.05%+1,059
ISHARES TR06,236+6,23603630.02%+363
ENTERGY CORP NEW(ETR)14,43016,873+2,4431,0941,4420.07%+348
SPOTIFY TECHNOLOGY S A(SPOT)01,823+1,82301,0030.05%+1,003
DT MIDSTREAM INC(DTM)9,96713,590+3,6239911,3110.07%+320
CBRE GROUP INC(CBRE)5,0317,432+2,4016619720.05%+311
CLEARWATER ANALYTICS HLDGS I21,97633,976+12,0006059110.05%+306
CELESTICA INC(CLS)03,760+3,76002960.01%+296
KROGER CO(KR)019,292+19,29201,3060.07%+1,306
EXLSERVICE HOLDINGS INC(EXLS)25,55929,803+4,2441,1341,4070.07%+273
SOFI TECHNOLOGIES INC(SOFI)39,39774,829+35,4326078700.04%+264
OMEGA HEALTHCARE INVS INC(OHI)0372,812+372,812014,1970.71%+14,197
SHELL PLC(SHEL)12,35114,094+1,7437741,0330.05%+259
VISA INC(V)02,501+2,50108760.04%+876
CBOE GLOBAL MKTS INC(CBOE)05,102+5,10201,1550.06%+1,155
CARPENTER TECHNOLOGY CORP(CRS)07,069+7,06901,2810.06%+1,281
SPDR S&P 500 ETF TR(SPY)01,321+1,32107390.04%+739
THE CIGNA GROUP(CI)02,818+2,81809270.05%+927
LUCID GROUP INC(LCID)0100,000+100,00002420.01%+242
AMPLIFY ETF TR03,936+3,93602370.01%+237
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