Instuitional Investor - Cornerstone Investment Partners, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alphabet Inc.	GOOGL	474,681	$136,499,268	5.73%
2.	Kla Corp	KLAC	829,510	$122,137,882	5.13%
3.	Applied Materials Inc	AMAT	336,604	$115,047,881	4.83%
4.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	304,581	$102,933,149	4.32%
5.	Broadcom Inc.	AVGO	323,363	$100,084,082	4.2%