CORNERSTONE INVESTMENT PARTNERS, LLC 13F Portfolio
CORNERSTONE INVESTMENT PARTNERS, LLC runs CORNERSTONE INVESTMENT PARTNERS, LLC and currently holds 312 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $2.99B. Their top holdings are KLAC, AMAT, GOOGL, MU, TSM. The top five represent 26.8% of reported portfolio weight. CORNERSTONE INVESTMENT PARTNERS, LLC ranks #199 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CORNERSTONE INVESTMENT PARTNERS, LLC initiated 15 new positions. They added to 50 existing positions. They trimmed 33 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$2.99B
Alpha Score
92.9
#199 of 1000
Holdings
312
CORNERSTONE INVESTMENT PARTNERS, LLC Current 13F Holdings
Reported holdings from CORNERSTONE INVESTMENT PARTNERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
312 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 KLAC KLA Corporation | 6.13% | $48.80 | $195.57 | +300.76% | Added +632.17% |
 AMAT Applied Materials Inc. | 5.29% | $169.93 | $507.03 | +198.38% | Trimmed -34.96% |
 GOOGL Alphabet Inc. Class A | 5.22% | $49.88 | $351.66 | +605.01% | Trimmed -7.98% |
 MU Micron Technology Inc | 5.21% | $77.35 | $1,029.00 | +1,230.32% | Trimmed -53.07% |
 TSM Taiwan Semiconductor | 4.93% | $313.48 | $453.28 | +44.60% | Added +1.48% |
 V Visa Inc. | 4.16% | $263.02 | $385.51 | +46.57% | Added +15.79% |
 AVGO Broadcom Inc. | 4.07% | $40.75 | $361.54 | +787.21% | Trimmed -0.35% |
 AMZN Amazon.com, Inc. | 3.84% | $222.25 | $262.43 | +18.08% | Added +17.58% |
 META Meta Platforms, Inc. | 3.75% | $269.87 | $718.67 | +166.30% | Added +16.04% |
 URI United Rentals Inc. | 3.65% | $719.68 | $1,057.24 | +46.90% | Added +12.29% |
Showing 1-10 of 312