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Cornerstone Investment Partners, LLC

hedge fundUpdated 34 days ago

Managed by Cornerstone Investment Partners, Llc • Latest filing Q2 2026

Portfolio value
$3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
46.2%
Weight of largest holdings
Annualized return
23.4%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$1.5B
Q2 2023$1.6B
Q3 2023$1.6B
Q4 2023$1.8B
Q1 2024$2.1B
Q2 2024$2B
Q3 2024$2B
Q4 2024$2B
Q1 2025$2.1B
Q2 2025$2.3B
Q3 2025$2.4B
Q4 2025$2.6B
Q1 2026$2.4B
Q2 2026$3B

Top holdings

312 positions as of Q2 2026

View filing
K

KLA Corporation

+632.2%
Value
$183.2M
Shares
607.3K
% Port
6.13%
A

Applied Materials Inc.

-35.0%
Value
$158.3M
Shares
218.9K
% Port
5.29%
G

Alphabet Inc. Class A

-8.0%
Value
$156.1M
Shares
436.8K
% Port
5.22%
M
4.MU

Micron Technology Inc

-53.1%
Value
$155.8M
Shares
135.0K
% Port
5.21%
T

Taiwan Semiconductor

+1.5%
Value
$147.6M
Shares
309.1K
% Port
4.93%
V
6.V

Visa Inc.

+15.8%
Value
$124.4M
Shares
362.5K
% Port
4.16%
A

Broadcom Inc.

-0.3%
Value
$121.7M
Shares
322.2K
% Port
4.07%
A

Amazon.com, Inc.

+17.6%
Value
$114.7M
Shares
481.4K
% Port
3.84%
M

Meta Platforms, Inc.

+16.0%
Value
$112.2M
Shares
199.2K
% Port
3.75%
U
10.URI

United Rentals Inc.

+12.3%
Value
$109.3M
Shares
96.5K
% Port
3.65%
T
11.TTWO

Take-Two Interactive Software

+16.7%
Value
$97.4M
Shares
389.8K
% Port
3.26%
W

W. R. Berkley Corporation

+26.9%
Value
$94.2M
Shares
1.34M
% Port
3.15%
C
13.COR

Cencora, Inc.

+12.1%
Value
$86.3M
Shares
304.8K
% Port
2.88%
A
14.APOS

Apollo Global Management, LLC

+10.1%
Value
$80.2M
Shares
677.5K
% Port
2.68%
M
15.MCK

McKesson Corp

+13.2%
Value
$80M
Shares
105.9K
% Port
2.67%
T
16.TMO

Thermo Fisher Scientific Inc.

+71.8%
Value
$79.5M
Shares
158.6K
% Port
2.66%
C
17.CB

Chubb Limited

+0.1%
Value
$78.7M
Shares
231.0K
% Port
2.63%
J

JPMorgan Chase & Co

+36.8%
Value
$75.6M
Shares
231.1K
% Port
2.53%
A
19.AZO

AutoZone, Inc.

+49.7%
Value
$72.7M
Shares
22.8K
% Port
2.43%
A
20.AXP

American Express Co.

+22.4%
Value
$71.7M
Shares
212.0K
% Port
2.40%

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