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CIP

Cornerstone Investment Partners Portfolio holdings

AUM $2.38B
1-Year Est. Return 32.49%
This Fund
S&P 500
This Quarter Est. Return
-2.32%
1 Year Est. Return
+32.49%
3 Year Est. Return
+111.41%
5 Year Est. Return
+141.64%
10 Year Est. Return
+491.37%
AUM
$2.38B
AUM Growth
-$199M
Cap. Flow
-$100M
Cap. Flow %
-4.2%
Top 10 Hldgs %
43.58%
Holding
333
New
114
Increased
144
Reduced
33
Closed
42

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$45.6M
2
TSM icon
TSMC
TSM
+$22M
3
AZO icon
AutoZone
AZO
+$6.85M
4
JPM icon
JPMorgan Chase
JPM
+$5.79M
5
V icon
Visa
V
+$4.96M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$74.4M
2
AMAT icon
Applied Materials
AMAT
+$22M
3
KLAC icon
KLA
KLAC
+$20.3M
4
AVGO icon
Broadcom
AVGO
+$17.6M
5
ELV icon
Elevance Health
ELV
+$8.04M

Sector Composition

Rank Sector Weight
1 Technology 27.09%
2 Financials 20.33%
3 Healthcare 16.04%
4 Communication Services 12.76%
5 Consumer Discretionary 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TIGR
276
UP Fintech Holding
TIGR
$840M
$171K 0.01%
27,093
+6,212
+30% +$50.6K
NXDR
277
Nextdoor Holdings
NXDR
$923M
$166K 0.01%
118,324
+28,592
+32% +$49.7K
EVER icon
278
EverQuote
EVER
$960M
$160K 0.01%
10,373
+2,354
+29% +$44.5K
GDYN icon
279
Grid Dynamics Holdings
GDYN
$472M
$154K 0.01%
27,093
+6,212
+30% +$45.7K
DNOW icon
280
DNOW Inc
DNOW
$2.55B
$154K 0.01%
+12,940
New +$175K
SIBN icon
281
SI-BONE Inc
SIBN
$761M
$150K 0.01%
+11,841
New +$185K
MQ icon
282
Marqeta
MQ
$1.83B
$137K 0.01%
8,383
+1,922
+30% +$32.4K
WOOF icon
283
Petco
WOOF
$751M
$136K 0.01%
48,941
+11,224
+30% +$31.1K
CXM icon
284
Sprinklr
CXM
$1.37B
$129K 0.01%
21,505
+5,269
+32% +$32.7K
GTM
285
ZoomInfo Technologies
GTM
$922M
$129K 0.01%
21,540
+4,941
+30% +$36.3K
WEAV icon
286
Weave Communications
WEAV
$567M
$124K 0.01%
26,911
+6,171
+30% +$35.9K
AVPT icon
287
AvePoint
AVPT
$2.81B
$116K ﹤0.01%
+12,205
New +$137K
PTON icon
288
Peloton Interactive
PTON
$2.82B
$114K ﹤0.01%
26,630
+6,106
+30% +$29.8K
DEI icon
289
Douglas Emmett
DEI
$2.06B
$111K ﹤0.01%
+11,783
New +$121K
COUR icon
290
Coursera
COUR
$1.56B
$105K ﹤0.01%
18,123
+4,156
+30% +$25.9K
PD icon
291
PagerDuty
PD
$792M
$67.7K ﹤0.01%
+10,898
New +$94.2K
AGX icon
292
Argan
AGX
$8.36B
– –
-1,119
Closed -$351K
AMPL icon
293
Amplitude
AMPL
$1.29B
– –
-17,566
Closed -$203K
AVO icon
294
Mission Produce
AVO
$1.17B
– –
-13,312
Closed -$154K
AXTI icon
295
AXT Inc
AXTI
$3.24B
– –
-16,793
Closed -$275K
CMRC
296
Commerce.com Inc Series 1
CMRC
$246M
– –
-38,584
Closed -$159K
BRO icon
297
Brown & Brown
BRO
$23.4B
– –
-4,112
Closed -$328K
BRZE icon
298
Braze
BRZE
$2.93B
– –
-6,237
Closed -$214K
CDNA icon
299
CareDx
CDNA
$2B
– –
-10,796
Closed -$203K
CGNT icon
300
Cognyte Software
CGNT
$640M
– –
-18,920
Closed -$178K
10 11
12
13 14

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Cornerstone Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Cornerstone Investment Partners held 333 positions worth $2.38B, down 7.7% from $2.58B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Cornerstone Investment Partners withdrew a net $100M in Q1 2026, closing 42 positions and reducing 33 holdings. Its most notable exit was Protagonist Therapeutics, an estimated $405K position sold in full.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Cornerstone Investment Partners opened a new position in Flex worth $549K.

  • Cornerstone Investment Partners's largest Q1 2026 buy was Flex: 8,389 shares worth $549K.
  • Cornerstone Investment Partners added most to Amazon in Q1 2026, an estimated $45.6M increase.
  • Cornerstone Investment Partners's biggest Q1 2026 reduction was Micron Technology, cutting an estimated $74.4M.
  • Cornerstone Investment Partners fully exited Protagonist Therapeutics in Q1 2026, selling an estimated $405K.
  • Cornerstone Investment Partners's ten largest holdings make up 44% of its $2.38B portfolio in Q1 2026.
  • Cornerstone Investment Partners opened 114 new positions and closed 42 in Q1 2026.
  • Cornerstone Investment Partners's portfolio value fell 7.7% quarter-over-quarter to $2.38B.

Based on Cornerstone Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.