Position in TER
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,105,795
+$414,399 QoQ
Shares Held
3,730
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in TER 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.
| # | 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 TER
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,105,795 | 3,730 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $691,396 | 3,572 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $490,411 | 3,563 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $319,935 | 3,558 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $292,569 | 3,542 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $448,023 | 3,558 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $327,324 | 2,444 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $362,420 | 2,444 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $274,628 | 2,434 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||