Instuitional Investor - Cookson Peirce & Co Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	448,552	$204,624,842	7.39%
2.	Amphenol Corp	APH	1,880,415	$158,518,944	5.73%
3.	Alphabet Inc.	GOOGL	426,028	$146,587,706	5.3%
4.	Flex Ltd.	FLEX	879,358	$96,720,587	3.5%
5.	Nvidia Corp	NVDA	391,523	$89,415,945	3.23%