Cornerstone Investment Partners, LLC: 13F holdings
CIK 13280622026Q2
| Positions | 312 |
|---|
| Reported value | $3.0bn |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 312 (+21 vs prior quarter) |
|---|
| Reported value | $3.0bn (+25.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| KLAC KLA Corporation | 607,345 | $183.2m | 6.1% |
| AMAT Applied Materials Inc. | 218,915 | $158.3m | 5.3% |
| GOOGL Alphabet Inc. Class A | 436,781 | $156.1m | 5.2% |
| MU Micron Technology Inc | 134,961 | $155.8m | 5.2% |
| TSM Taiwan Semiconductor | 309,088 | $147.6m | 4.9% |
| V Visa Inc. | 362,532 | $124.4m | 4.2% |
| AVGO Broadcom Inc. | 322,229 | $121.7m | 4.1% |
| AMZN Amazon.com, Inc. | 481,377 | $114.7m | 3.8% |
| META Meta Platforms, Inc. | 199,210 | $112.2m | 3.8% |
| URI United Rentals Inc. | 96,492 | $109.3m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1328062")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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