Cornerstone Investment Partners, LLC
Top Portfolio Positions
285 positions ·
$2,298,175,961 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
474,681 | $136,499,268 | 5.94% | |
| KLAC |
Kla Corp
Technology
|
82,951 | $122,137,881 | 5.31% | |
| AMAT |
Applied Materials Inc /De
Technology
|
336,604 | $115,047,881 | 5.01% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
304,581 | $102,933,148 | 4.48% | |
| AVGO |
Broadcom Inc.
Technology
|
323,363 | $100,084,082 | 4.35% | |
| META |
Meta Platforms, Inc.
Communication Services
|
171,675 | $98,220,417 | 4.27% | |
| MU |
Micron Technology Inc
Technology
|
287,559 | $97,148,932 | 4.23% | |
| V |
Visa Inc.
Financial Services
|
313,108 | $94,633,761 | 4.12% | |
| COR |
Cencora, Inc.
Healthcare
|
271,971 | $85,436,969 | 3.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
409,406 | $85,266,987 | 3.71% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VTEX
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $279,028 | 69,757 | Shares | Sole | 2026-05-08 | |
| 2024-12-31 | $124,602 | 21,155 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $157,460 | 21,164 | Shares | Sole | 2024-11-13 | |
| 2022-03-31 | $164,512 | 26,750 | Shares | Sole | 2022-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||