Instuitional Investor - Cornerstone Investment Partners, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Kla Corp	KLAC	607,345	$183,242,060	6.13%
2.	Applied Materials Inc	AMAT	218,915	$158,275,545	5.29%
3.	Alphabet Inc.	GOOGL	436,781	$156,092,426	5.22%
4.	Micron Technology Inc	MU	134,961	$155,784,133	5.21%
5.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	309,088	$147,611,156	4.93%