Position in PLAB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$381,739
-$89,603 QoQ
Shares Held
11,735
+0.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 312 holders
Holding Since
Mar 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLAB Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cornerstone Investment Partners, LLC holds $347,657,313 across 10 Semiconductor Equipment & Materials names. PLAB ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
607,345 | $183,242,059 | |
| 2 | AMAT |
Applied Materials Inc /De
|
218,915 | $158,275,545 | |
| 3 | ACMR |
ACM Research, Inc.
|
14,049 | $1,782,677 | |
| 4 | ONTO |
Onto Innovation Inc.
|
4,099 | $1,551,266 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
4,224 | $602,300 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
5,294 | $594,410 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
3,958 | $529,422 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
2,485 | $470,783 |
All Filings in PLAB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $381,739 | 11,735 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $471,342 | 11,664 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $288,064 | 9,002 | Shares | Sole | 2026-01-29 | |
| 2024-03-31 | $224,039 | 7,911 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $248,168 | 7,911 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $221,613 | 8,593 | Shares | Sole | 2023-08-04 | |
| 2022-09-30 | $150,278 | 10,279 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $200,234 | 10,279 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $174,434 | 10,279 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||