Cornerstone Investment Partners, LLC — 13F holdings

Cornerstone Investment Partners, LLC reported 312 holdings worth $2.99B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. KLAC KLA CORP — $183M (6.1%)
2. AMAT APPLIED MATLS INC — $158M (5.3%)
3. GOOGL ALPHABET INC — $156M (5.2%)
4. MU MICRON TECHNOLOGY INC — $156M (5.2%)
5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $148M (4.9%)
6. V VISA INC — $124M (4.2%)
7. AVGO BROADCOM INC — $122M (4.1%)
8. AMZN AMAZON COM INC — $115M (3.8%)
9. META META PLATFORMS INC — $112M (3.8%)
10. URI UNITED RENTALS INC — $109M (3.7%)