CORNERSTONE INVESTMENT PARTNERS, LLC

PrivateCIK: 1328062

Location

ATLANTA, GA

312

Positions

$2.99B

Total AUM (reported)

14.37M

Total Shares

Allocation by class

COM$2.84B95.0%

ADR$148.60M5.0%

Portfolio Concentration

Top 3$497.61M16.6%

4–10$885.76M29.6%

11–25$1.14B38.1%

Rest$468.56M15.7%

Top 3 weight

16.6%

Top 10 weight

46.2%

Voting Authority Distribution

Total shares with voting rights: 14.37M

Sole

Full voting authority

13.75M

% of voting shares95.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

623.22K

% of voting shares4.3%

Investment Discretion (by position count)

Sole312

Shared0

Other0

Dominant voting typeSole · 95.7% of voting shares

Institutional Holdings312

Rows:

KLA Corporation

SOLE

COM

Shares607.35K

TypeSH

Market value$183.24M

6.13%

Sole

574.51K

Shared

0.00

None

32.83K

Applied Materials Inc.

SOLE

COM

Shares218.91K

TypeSH

Market value$158.28M

5.29%

Sole

205.51K

Shared

0.00

None

13.41K

Alphabet Inc. Class A

SOLE

COM

Shares436.78K

TypeSH

Market value$156.09M

5.22%

Sole

414.43K

Shared

0.00

None

22.35K

Micron Technology Inc

SOLE

COM

Shares134.96K

TypeSH

Market value$155.78M

5.21%

Sole

126.73K

Shared

0.00

None

8.23K

Taiwan Semiconductor

SOLE

ADR

Shares309.09K

TypeSH

Market value$147.61M

4.93%

Sole

291.83K

Shared

0.00

None

17.25K

Visa Inc.

SOLE

COM

Shares362.53K

TypeSH

Market value$124.38M

4.16%

Sole

342.61K

Shared

0.00

None

19.92K

Broadcom Inc.

SOLE

COM

Shares322.23K

TypeSH

Market value$121.72M

4.07%

Sole

305.29K

Shared

0.00

None

16.94K

Amazon.com, Inc.

SOLE

COM

Shares481.38K

TypeSH

Market value$114.73M

3.84%

Sole

454.49K

Shared

0.00

None

26.89K

Meta Platforms, Inc.

SOLE

COM

Shares199.21K

TypeSH

Market value$112.21M

3.75%

Sole

188.59K

Shared

0.00

None

10.62K

United Rentals Inc.

SOLE

COM

Shares96.49K

TypeSH

Market value$109.31M

3.65%

Sole

90.70K

Shared

0.00

None

5.79K

Take-Two Interactive Software

SOLE

COM

Shares389.83K

TypeSH

Market value$97.45M

3.26%

Sole

367.17K

Shared

0.00

None

22.67K

W. R. Berkley Corporation

SOLE

COM

Shares1.34M

TypeSH

Market value$94.24M

3.15%

Sole

1.26M

Shared

0.00

None

80.58K

Cencora, Inc.

SOLE

COM

Shares304.83K

TypeSH

Market value$86.26M

2.88%

Sole

288.52K

Shared

0.00

None

16.31K

Apollo Global Management, LLC

SOLE

COM

Shares677.48K

TypeSH

Market value$80.15M

2.68%

Sole

639.90K

Shared

0.00

None

37.58K

McKesson Corp

SOLE

COM

Shares105.91K

TypeSH

Market value$80.02M

2.67%

Sole

99.58K

Shared

0.00

None

6.33K

Thermo Fisher Scientific Inc.

SOLE

COM

Shares158.62K

TypeSH

Market value$79.52M

2.66%

Sole

149.55K

Shared

0.00

None

9.07K

Chubb Limited

SOLE

COM

Shares231.03K

TypeSH

Market value$78.72M

2.63%

Sole

218.53K

Shared

0.00

None

12.49K

JPMorgan Chase & Co

SOLE

COM

Shares231.07K

TypeSH

Market value$75.64M

2.53%

Sole

217.24K

Shared

0.00

None

13.84K

AutoZone, Inc.

SOLE

COM

Shares22.76K

TypeSH

Market value$72.75M

2.43%

Sole

21.58K

Shared

0.00

None

1.18K

American Express Co.

SOLE

COM

Shares212K

TypeSH

Market value$71.71M

2.40%

Sole

200.44K

Shared

0.00

None

11.55K

The Travelers Companies, Inc.

SOLE

COM

Shares199.61K

TypeSH

Market value$65.90M

2.20%

Sole

187.49K

Shared

0.00

None

12.12K

Microsoft Corporation

SOLE

COM

Shares175.75K

TypeSH

Market value$65.56M

2.19%

Sole

165.10K

Shared

0.00

None

10.66K

Dollar General Corp.

SOLE

COM

Shares559.76K

TypeSH

Market value$64.43M

2.15%

Sole

526.11K

Shared

0.00

None

33.65K

Vanguard Total Bd Mkt ETF

SOLE

COM

Shares874.43K

TypeSH

Market value$64.19M

2.15%

Sole

874.43K

Shared

0.00

None

0.00

Diamondback Energy, Inc.

SOLE

COM

Shares359.08K

TypeSH

Market value$63.12M

2.11%

Sole

337.29K

Shared

0.00

None

21.79K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
KLA CorporationSOLE	COM	607.35K	SH	$183.24M 6.13%	574.51K	32.83K
Applied Materials Inc.SOLE	COM	218.91K	SH	$158.28M 5.29%	205.51K	13.41K
Alphabet Inc. Class ASOLE	COM	436.78K	SH	$156.09M 5.22%	414.43K	22.35K
Micron Technology IncSOLE	COM	134.96K	SH	$155.78M 5.21%	126.73K	8.23K
Taiwan SemiconductorSOLE	ADR	309.09K	SH	$147.61M 4.93%	291.83K	17.25K
Visa Inc.SOLE	COM	362.53K	SH	$124.38M 4.16%	342.61K	19.92K
Broadcom Inc.SOLE	COM	322.23K	SH	$121.72M 4.07%	305.29K	16.94K
Amazon.com, Inc.SOLE	COM	481.38K	SH	$114.73M 3.84%	454.49K	26.89K
Meta Platforms, Inc.SOLE	COM	199.21K	SH	$112.21M 3.75%	188.59K	10.62K
United Rentals Inc.SOLE	COM	96.49K	SH	$109.31M 3.65%	90.70K	5.79K
Take-Two Interactive SoftwareSOLE	COM	389.83K	SH	$97.45M 3.26%	367.17K	22.67K
W. R. Berkley CorporationSOLE	COM	1.34M	SH	$94.24M 3.15%	1.26M	80.58K
Cencora, Inc.SOLE	COM	304.83K	SH	$86.26M 2.88%	288.52K	16.31K
Apollo Global Management, LLCSOLE	COM	677.48K	SH	$80.15M 2.68%	639.90K	37.58K
McKesson CorpSOLE	COM	105.91K	SH	$80.02M 2.67%	99.58K	6.33K
Thermo Fisher Scientific Inc.SOLE	COM	158.62K	SH	$79.52M 2.66%	149.55K	9.07K
Chubb LimitedSOLE	COM	231.03K	SH	$78.72M 2.63%	218.53K	12.49K
JPMorgan Chase & CoSOLE	COM	231.07K	SH	$75.64M 2.53%	217.24K	13.84K
AutoZone, Inc.SOLE	COM	22.76K	SH	$72.75M 2.43%	21.58K	1.18K
American Express Co.SOLE	COM	212K	SH	$71.71M 2.40%	200.44K	11.55K
The Travelers Companies, Inc.SOLE	COM	199.61K	SH	$65.90M 2.20%	187.49K	12.12K
Microsoft CorporationSOLE	COM	175.75K	SH	$65.56M 2.19%	165.10K	10.66K
Dollar General Corp.SOLE	COM	559.76K	SH	$64.43M 2.15%	526.11K	33.65K
Vanguard Total Bd Mkt ETFSOLE	COM	874.43K	SH	$64.19M 2.15%	874.43K	0.00
Diamondback Energy, Inc.SOLE	COM	359.08K	SH	$63.12M 2.11%	337.29K	21.79K

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