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Cornerstone Investment Partners, LLC
Period ended Jun 30, 2026 · Latest filing Aug 7, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,991,590,553
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- KLA Corporation · COM · 482480100 · shares: $183,242,060
- Applied Materials Inc. · COM · 038222105 · shares: $158,275,545
- Alphabet Inc. Class A · COM · 02079K305 · shares: $156,092,426
- Micron Technology Inc · COM · 595112103 · shares: $155,784,133
- Taiwan Semiconductor · ADR · 874039100 · shares: $147,611,156
- Visa Inc. · COM · 92826C839 · shares: $124,381,104
- Broadcom Inc. · COM · 11135F101 · shares: $121,722,005
- Amazon.com, Inc. · COM · 023135106 · shares: $114,731,394
- Meta Platforms, Inc. · COM · 30303M102 · shares: $112,213,001
- United Rentals Inc. · COM · 911363109 · shares: $109,314,822
Reported holdings
312 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Himax Technologies, Inc. | ADR | 43289P106 | — | 11,951 shares | $183,328 |
| Huntsman Corporation | COM | 447011107 | — | 16,630 shares | $176,611 |
| Farmland Partners Inc. | COM | 31154R109 | — | 17,251 shares | $166,990 |
| Oil States International, Inc. | COM | 678026105 | — | 20,617 shares | $165,142 |
| Weave Communications, Inc. | COM | 94724R108 | — | 25,678 shares | $153,811 |
| Upwork, Inc. | COM | 91688F104 | — | 17,905 shares | $149,686 |
| Marqeta, Inc. | COM | 57142B203 | — | 32,743 shares | $132,937 |
| Douglas Emmett, Inc. | COM | 25960P109 | — | 11,241 shares | $132,644 |
| Avepoint, Inc | COM | 053604104 | — | 11,649 shares | $130,585 |
| Petco Health & Wellness Company, Inc. Class A | COM | 71601V105 | — | 46,699 shares | $127,021 |
| Sprinklr, Inc. | COM | 85208T107 | — | 20,541 shares | $105,992 |
| Pagerduty, Inc. | COM | 69553P100 | — | 10,401 shares | $100,370 |