Position in CGNX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,676,172
+$11,575,364 QoQ
Shares Held
382,162
+16.3% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#79
of 648 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGNX Over Time
Shares Held
Position Value (USD)
Derivatives in CGNX
reported options exposure · as of Mar 31, 2026CallValue
$29,394,000
CallShares
600,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026PICTON MAHONEY ASSET MANAGEMENT holds $54,145,612 across 7 Scientific & Technical Instruments names. CGNX ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CGNX |
Cognex Corp
This page
|
382,162 | $27,676,172 | |
| 2 | COHR |
Coherent Corp.
|
34,924 | $13,776,470 | |
| 3 | MKSI |
Mks Inc
|
22,511 | $10,012,892 | |
| 4 | ST |
Sensata Technologies Holding plc
|
44,068 | $2,103,806 | |
| 5 | ESE |
Esco Technologies Inc
|
850 | $297,534 | |
| 6 | NOVT |
Novanta Inc
|
1,690 | $274,185 | |
| 7 | VNT |
Vontier Corp
|
157 | $4,553 |
All Filings in CGNX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,676,172 | 382,162 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $16,100,808 | 328,655 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $29,394,000 | 600,000 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $5,360,372 | 148,982 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,172,625 | 114,186 | Shares | Sole | 2025-11-12 | |
| 2021-09-30 | $995,530 | 12,410 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,065,754 | 12,680 | Shares | Sole | 2021-08-11 | |
| 2020-06-30 | $957,908 | 16,040 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $772,626 | 18,300 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||