Holdings
Cornerstone Investment Partners, LLC
As of Jun 30, 2026, Cornerstone Investment Partners, LLC reported 299 positions worth US$2.83B. Largest: Kla Corporation, Applied Materials, Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Kla Corporation | 607K | US$183M | +524K | Jun 30, 2026 |
| Applied Materials, Inc. | 219K | US$158M | −118K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 437K | US$156M | −37,900 | Jun 30, 2026 |
| Micron Technology, Inc. | 135K | US$156M | −153K | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 309K | US$148M | +4,507 | Jun 30, 2026 |
| Visa Inc. | 363K | US$124M | +49,424 | Jun 30, 2026 |
| Broadcom Inc. | 322K | US$122M | −1,134 | Jun 30, 2026 |
| Amazon.com, Inc. | 481K | US$115M | +71,971 | Jun 30, 2026 |
| Meta Platforms, Inc. | 199K | US$112M | +27,535 | Jun 30, 2026 |
| United Rentals, Inc. | 96,492 | US$109M | +10,564 | Jun 30, 2026 |