Fund HoldingsCOOKSON PEIRCE & CO INC

Total Portfolio Value
$2.41B
Total Bought
$379.74M
Total Sold
$540.92M
Net Transaction
-$161.18M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)142,766242,583+99,81734,70675,9293.15%+41,222
EXPAND ENERGY CORPORATION(EXE)0197,822+197,822021,8320.90%+21,832
BWX TECHNOLOGIES INC(BWXT)0112,551+112,551019,4530.81%+19,453
MONOLITHIC PWR SYS INC(MPWR)021,336+21,336019,3380.80%+19,338
DELL TECHNOLOGIES INC(DELL)0139,565+139,565017,5680.73%+17,568
NEUROCRINE BIOSCIENCES INC(NBIX)0107,271+107,271015,2140.63%+15,214
ELI LILLY & CO(LLY)021,988+21,988023,6300.98%+23,630
BAKER HUGHES COMPANY(BKR)48,390311,670+263,2802,35814,1930.59%+11,836
LAM RESEARCH CORP(LRCX)075,113+75,113012,8580.53%+12,858
INVESCO EXCH TRD SLF IDX FD
BULLETSHARES
0537,257+537,257011,1800.46%+11,180
CLOUDFLARE INC(NET)056,014+56,014011,0430.46%+11,043
CARDINAL HEALTH INC(CAH)0234,061+234,061048,1001.99%+48,100
MICRON TECHNOLOGY INC(MU)038,296+38,296010,9300.45%+10,930
FLOWSERVE CORP(FLS)14,663166,736+152,07377911,5680.48%+10,789
ULTA BEAUTY INC(ULTA)1,84419,118+17,2741,00811,5670.48%+10,558
EXPEDIA GROUP INC(EXPE)147,869146,338-1,53131,60741,4591.72%+9,852
INCYTE CORP(INCY)11,331105,900+94,56996110,4600.43%+9,499
SNOWFLAKE INC(SNOW)043,913+43,91309,6330.40%+9,633
TAIWAN SEMICONDUCTOR MFG LTD(TSM)467,566458,893-8,673130,587139,4535.78%+8,866
PALANTIR TECHNOLOGIES INC(PLTR)190,772244,759+53,98734,80143,5061.80%+8,705
PRIMORIS SVCS CORP(PRIM)066,567+66,56708,2640.34%+8,264
AMPHENOL CORP NEW976,281951,998-24,283120,815128,6535.33%+7,838
AMERICAN EXPRESS CO(AXP)0176,958+176,958065,4662.71%+65,466
TECHNIPFMC PLC(FTI)673,432731,002+57,57026,56732,5731.35%+6,007
RALPH LAUREN CORP(RL)141,692140,216-1,47644,42949,5822.05%+5,153
DATADOG INC(DDOG)033,258+33,25804,5230.19%+4,523
CORNING INC(GLW)965,377953,579-11,79879,19083,4953.46%+4,306
AMAZON COM INC(AMZN)0402,755+402,755092,9643.85%+92,964
HSBC HLDGS PLC(HSBC)623,969613,956-10,01344,28948,3002.00%+4,011
NEWMONT CORP(NEM)038,678+38,67803,8620.16%+3,862
SYNOPSYS INC(SNPS)07,986+7,98603,7510.16%+3,751
BARCLAYS PLC844,367829,126-15,24117,45321,1010.87%+3,648
CITIGROUP INC(C)224,195222,816-1,37922,75626,0001.08%+3,245
COHERENT CORP(COHR)19,18723,839+4,6522,0674,4000.18%+2,333
FLEX LTD(FLEX)1,230,6761,217,644-13,03271,34273,5703.05%+2,228
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
19,69735,283+15,5862,8685,0770.21%+2,209
NOVARTIS AG(NVS)272,169268,943-3,22634,90337,0791.54%+2,176
SPHERE ENTERTAINMENT CO(SPHR)021,695+21,69502,0630.09%+2,063
HALLIBURTON CO(HAL)41,054108,397+67,3431,0103,0630.13%+2,053
CAPITAL ONE FINL CORP(COF)077,963+77,963018,8950.78%+18,895
ALIBABA GROUP HLDG LTD(BABA)012,420+12,42001,8210.08%+1,821
GOLDMAN SACHS GROUP INC(GS)24,77424,489-28519,72921,5260.89%+1,796
PEGASYSTEMS INC(PEGA)209,267230,391+21,12412,03313,7590.57%+1,726
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)0105,689+105,68901,7160.07%+1,716
VITA COCO CO INC(COCO)031,397+31,39701,6640.07%+1,664
CITIZENS FINL GROUP INC(CFG)051,593+51,59303,0140.12%+3,014
AMKOR TECHNOLOGY INC037,390+37,39001,4760.06%+1,476
SELECT SECTOR SPDR TR
ST STR TECHN ETF
010,130+10,13001,4580.06%+1,458
CECO ENVIRONMENTAL CORP(CECO)023,585+23,58501,4120.06%+1,412
ROYALTY PHARMA PLC(RPRX)372,886376,615+3,72913,15514,5520.60%+1,397
VICTORIAS SECRET AND CO(VSXY)025,648+25,64801,3890.06%+1,389
MEDPACE HLDGS INC(MEDP)02,900+2,90001,6290.07%+1,629
T-MOBILE US INC(TMUS)06,737+6,73701,3680.06%+1,368
CLEAR SECURE INC(YOU)94,724129,032+34,3083,1624,5260.19%+1,365
THE REALREAL INC(REAL)081,242+81,24201,2820.05%+1,282
NVIDIA CORPORATION(NVDA)134,636141,526+6,89025,12026,3951.09%+1,274
FIVE BELOW INC(FIVE)06,718+6,71801,2650.05%+1,265
ENERSYS(ENS)08,615+8,61501,2640.05%+1,264
RAMBUS INC DEL(RMBS)013,607+13,60701,2500.05%+1,250
UIPATH INC(PATH)076,148+76,14801,2480.05%+1,248
FIGS INC(FIGS)0108,620+108,62001,2340.05%+1,234
KAISER ALUMINUM CORP(KALU)010,002+10,00201,1490.05%+1,149
LAS VEGAS SANDS CORP(LVS)016,454+16,45401,0710.04%+1,071
ATI INC(ATI)36,97235,473-1,4993,0074,0710.17%+1,064
BROADCOM INC(AVGO)46,67147,515+84415,39716,4450.68%+1,048
JOBY AVIATION INC(JOBY)0126,246+126,24601,6660.07%+1,666
MYR GROUP INC DEL(MYRG)04,656+4,65601,0170.04%+1,017
DELTA AIR LINES INC DEL(DAL)60,22963,376+3,1473,4184,3980.18%+980
PIPER SANDLER COMPANIES02,868+2,86809740.04%+974
IRHYTHM TECHNOLOGIES INC(IRTC)14,52419,549+5,0252,4983,4690.14%+971
BRIGHTSPRING HEALTH SVCS INC(BTSG)024,579+24,57909200.04%+920
KNOWLES CORP(KN)042,446+42,44609100.04%+910
PINNACLE WEST CAP CORP(PNW)09,898+9,89808780.04%+878
GE VERNOVA INC(GEV)33,21932,588-63120,42621,2990.88%+872
COEUR MNG INC(CDE)075,034+75,03401,3380.06%+1,338
AXIS CAP HLDGS LTD
SHS
081,007+81,00708,6750.36%+8,675
TOPBUILD CORP24,41724,927+5109,54410,3990.43%+856
METLIFE INC(MET)010,801+10,80108530.04%+853
ALPHABET INC(GOOG)02,645+2,64508300.03%+830
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
0536,700+536,700011,0560.46%+11,056
BORGWARNER INC179,845193,478+13,6337,9068,7180.36%+812
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
0584,484+584,484011,0090.46%+11,009
UNIVERSAL HLTH SVCS INC(UHS)03,521+3,52107680.03%+768
HECLA MNG CO(HL)040,000+40,00007680.03%+768
BUNGE GLOBAL SA(BG)08,541+8,54107610.03%+761
LEIDOS HOLDINGS INC(LDOS)09,639+9,63901,7390.07%+1,739
RESMED INC(RMD)03,098+3,09807460.03%+746
HOWMET AEROSPACE INC(HWM)201,184196,156-5,02839,47840,2161.67%+738
IDEXX LABS INC(IDXX)01,034+1,03407000.03%+700
MCKESSON CORP(MCK)24,21723,655-56218,70919,4040.80%+695
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
0560,241+560,241011,0590.46%+11,059
ADVANCED ENERGY INDS17,40217,274-1282,9613,6170.15%+656
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
0636,580+636,580010,7710.45%+10,771
MONSTER BEVERAGE CORP NEW(MNST)08,292+8,29206360.03%+636
CARPENTER TECHNOLOGY CORP(CRS)08,132+8,13202,5600.11%+2,560
HURON CONSULTING GROUP INC(HURN)03,494+3,49406040.03%+604
ISHARES TR01,533+1,53305930.02%+593
10X GENOMICS INC(TXG)035,000+35,00005710.02%+571
VIAVI SOLUTIONS INC(VIAV)93,53397,507+3,9741,1871,7380.07%+551
PERMIAN RESOURCES CORP(PR)098,024+98,02401,3750.06%+1,375
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