13F 机构持仓

Cornerstone Investment Partners, LLC

ATLANTA GA · SEC CIK 0001328062

2026Q22026Q1 更早 9 个季度 🔒
$23.81亿2026Q1 申报市值
291持仓数
43.6%前十大占比 · 第一大 5.7%
105 / 38新建仓 / 清仓
申报市值走势$29.92亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GOOGL 5.7%
KLAC 5.1%
AMAT 4.8%
TSM 4.3%
AVGO 4.2%
META 4.1%
MU 4.1%
V 4.0%
COR 3.6%
AMZN 3.6%

2026Q1 买入最多 按季末市值估算

AMZN 加仓+$4,309.42万
TSM 加仓+$2,164.43万
AZO 加仓+$645.16万
JPM 加仓+$561.46万
V 加仓+$466.36万

2026Q1 卖出最多 按季末市值估算

MU 减仓-$6,419.91万
AMAT 减仓-$2,231.38万
KLAC 减仓-$2,045.91万
AVGO 减仓-$1,657.58万
FANG 减仓-$856.65万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
RELY Remitly Global, Inc. $26.15万0.01%16,685 16,685— $26.15万 新建仓
CVLT CommVault Systems, Inc. $26.09万0.01%3,350 3,350— $26.09万 新建仓
UAA Under Armour, Inc. Cl A $26.01万0.01%44,008 44,008— $26.01万 新建仓
ALRM Alarm.com Holdings, Inc. $25.99万0.01%6,017 6,017— $25.99万 新建仓
CARG CarGurus, Inc. $25.92万0.01%7,613 1,74729.8% $5.95万 加仓
VCYT Veracyte Inc $25.91万0.01%8,043 1,84329.7% $5.94万 加仓
PRVA Privia Health Group Inc $25.87万0.01%12,575 12,575— $25.87万 新建仓
ICHR Ichor Holdings, Ltd. $25.86万0.01%5,548 5,548— $25.86万 新建仓
— Sohu.com Limited ADS $25.81万0.01%16,706 3,83229.8% $5.92万 加仓
PRCH Porch Group Inc $25.60万0.01%35,704 25,354245.0% $18.18万 重新持有
PSTL Postal Realty Trust Inc $25.55万0.01%13,768 3,12329.3% $5.80万 加仓
ASTE Astec Industries, Inc. $25.43万0.01%4,723 4,723— $25.43万 新建仓
OSCR Oscar Health, Inc. Class A $25.42万0.01%22,165 22,165— $25.42万 新建仓
CLNE Clean Energy Fuels Corp. $25.41万0.01%102,465 23,50029.8% $5.83万 加仓
SIG Signet Jewelers Limited $25.28万0.01%2,987 68529.8% $5.80万 重新持有
ACMR ACM Research, Inc. Class A $25.15万0.01%6,391 -3,779-37.2% -$14.87万 重新持有
OIS Oil States International, Inc. $25.14万0.01%21,597 21,597— $25.14万 新建仓
TPG TPG Inc Class A $24.74万0.01%6,106 4257.5% $1.72万 加仓
MOH Molina Healthcare, Inc. $24.61万0.01%1,846 291.6% $3,866 加仓
MHO M/I Homes, Inc. $24.58万0.01%2,007 46229.9% $5.66万 重新持有
OMDA Omada Health, Inc. $24.48万0.01%19,472 19,472— $24.48万 新建仓
FRPT Freshpet Inc $24.39万0.01%4,136 4,136— $24.39万 新建仓
ALGT Allegiant Travel Company $24.31万0.01%3,000 3,000— $24.31万 新建仓
INVA Innoviva, Inc. $24.31万0.01%10,434 10,434— $24.31万 新建仓
OLLI Ollie's Bargain Outlet Holding $24.31万0.01%2,641 1586.4% $1.45万 加仓
CAC Camden National Corp $24.30万0.01%5,121 5,121— $24.30万 新建仓
ACLS Axcelis Technologies Inc $24.25万0.01%2,605 2,605— $24.25万 新建仓
S SentinelOne, Inc. Class A $24.24万0.01%18,821 18,821— $24.24万 新建仓
TCBX Third Coast Bancshares Inc $24.18万0.01%6,393 6,393— $24.18万 新建仓
WGS GeneDx Holdings Corp $24.09万0.01%3,751 1,84596.8% $11.85万 重新持有
AVAH Aveanna Healthcare Holdings Inc $24.05万0.01%37,350 8,56629.8% $5.52万 加仓
JOUT Johnson Outdoors Inc. $24.04万0.01%5,168 5,168— $24.04万 新建仓
TCMD Tactile Systems Technology Inc $23.94万0.01%9,161 2,08629.5% $5.45万 加仓
ALHC Alignment Healthcare, Inc. $23.77万0.01%13,492 3,09329.7% $5.45万 加仓
PANL Pangaea Logistics Solutions Ltd. $23.74万0.01%33,532 7,69029.8% $5.44万 加仓
PAY Paymentus Holdings, Inc Class A $23.37万0.01%9,201 2,11229.8% $5.36万 加仓
PPLI IAC/Interactive Corp $23.35万0.01%5,834 5,834— $23.35万 新建仓
BLDR Builders FirstSource, Inc. $23.32万0.01%2,833 2,833— $23.32万 新建仓
BY Byline Bancorp, Inc. $23.25万0.01%7,366 7,366— $23.25万 新建仓
RSI Rush Street Interactive, Inc. Class A $22.95万0.01%10,554 10,554— $22.95万 新建仓
PBI Pitney Bowes Inc. $22.79万0.01%20,623 4,72829.7% $5.22万 加仓
BMRC Bank of Marin Bancorp $22.78万0.01%8,887 8,887— $22.78万 新建仓
UFCS United Fire Group, Inc. $22.77万0.01%6,145 6,145— $22.77万 新建仓
HTH Hilltop Holdings Inc. $22.39万0.01%6,251 6,251— $22.39万 新建仓
ZUMZ Zumiez Inc. $22.34万0.01%10,079 2,28329.3% $5.06万 加仓
RVLV Revolve Group, LLC. $22.27万0.01%9,849 2,23229.3% $5.05万 加仓
NSSC NAPCO Security Technologies $22.18万0.01%5,632 5,632— $22.18万 新建仓
YETI YETI Holdings Inc. $22.11万0.01%6,043 1,38729.8% $5.08万 加仓
CCBG Capital City Bank Group, Inc. $21.96万0.01%5,053 5,053— $21.96万 新建仓
OMCL Omnicell, Inc. $21.89万0.01%6,558 1,48829.3% $4.97万 加仓
CTBI Community Trust Bancorp $21.87万0.01%3,602 3,602— $21.87万 新建仓
IVT InvenTrust Properties Corp $21.86万0.01%7,178 7,178— $21.86万 新建仓
ICFI ICF International, Inc. $21.84万0.01%3,345 1324.1% $8,618 加仓
BATRK Atlanta Braves Holdings Inc Class C $21.60万0.01%5,058 5,058— $21.60万 新建仓
AUPH Aurinia Pharmaceuticals Inc. $21.48万0.01%14,497 3,32629.8% $4.93万 加仓
SONO Sonos Inc. $21.36万0.01%15,940 3,65529.8% $4.90万 加仓
ACAD Acadia Pharmaceuticals Inc $21.23万0.01%9,538 9,538— $21.23万 新建仓
ATAT Atour Lifestyle Holdings $21.11万0.01%5,735 5,735— $21.11万 新建仓
BJRI BJ's Restaurants, Inc. $21.09万0.01%6,009 6,009— $21.09万 新建仓
EXPO Exponent, Inc. $21.08万0.01%3,230 3,230— $21.08万 新建仓
AEO American Eagle Outfitters $21.03万0.01%12,591 2,88629.7% $4.82万 加仓
ITRI Itron, Inc. $20.78万0.01%2,318 2,318— $20.78万 新建仓
SMP Standard Motor Products $20.61万0.01%5,933 5,933— $20.61万 新建仓
UPWK Upwork Inc. $20.57万0.01%18,765 4,30329.8% $4.72万 加仓
MMI Marcus & Millichap, Inc. $20.39万0.01%7,668 7,668— $20.39万 新建仓
FPI Farmland Partners Inc. $20.30万0.01%18,081 4,14629.8% $4.66万 加仓
BRC Brady Corporation Class A $20.10万0.01%2,474 2,474— $20.10万 新建仓
SHOO Steven Madden Ltd. $20.09万0.01%5,923 5,923— $20.09万 新建仓
VREX Varex Imaging Corporation $19.67万0.01%18,537 4,20229.3% $4.46万 加仓
FLYW Flywire Corp $19.44万0.01%16,703 3,78229.3% $4.40万 加仓
KSS Kohl's Corporation $18.45万0.01%14,299 3,28029.8% $4.23万 加仓
SFIX Stitch Fix, Inc. Class A $18.21万0.01%55,004 12,61629.8% $4.18万 加仓
LFST Lifestance Health Group, Inc. $18.00万0.01%28,260 6,48029.8% $4.13万 加仓
MAX MediaAlpha, Inc. Class A $17.68万0.01%19,008 4,35829.7% $4.05万 加仓
TBLA Taboola.com $17.59万0.01%56,748 12,85429.3% $3.98万 加仓
TIGR UP Fintech Holding Ltd ADR $17.07万0.01%27,093 6,21229.7% $3.91万 加仓
NXDR Nextdoor Holdings, Inc. Class A $16.57万0.01%118,324 28,59231.9% $4.00万 加仓
EVER EVERQUOTE, INC. $16.00万0.01%10,373 2,35429.4% $3.63万 加仓
GDYN Grid Dynamics Holdings, Inc. $15.44万0.01%27,093 6,21229.7% $3.54万 加仓
DNOW NOW Inc. $15.41万0.01%12,940 12,940— $15.41万 新建仓
SIBN SI-BONE, Inc. $14.96万0.01%11,841 11,841— $14.96万 新建仓
MQ Marqeta, Inc. $13.68万0.01%33,532 7,69029.8% $3.14万 加仓
WOOF Petco Health & Wellness Company, Inc. Class A $13.61万0.01%48,941 11,22429.8% $3.12万 加仓
CXM Sprinkler Inc $12.90万0.01%21,505 5,26932.5% $3.16万 加仓
GTM Zoominfo Technologies Inc $12.88万0.01%21,540 4,94129.8% $2.95万 加仓
— Weave Communications, Inc. $12.43万0.01%26,911 6,17129.8% $2.85万 加仓
AVPT Avepoint, Inc $11.61万0.00%12,205 12,205— $11.61万 新建仓
PTON Peloton Interactive, Inc. Class A $11.42万0.00%26,630 6,10629.8% $2.62万 加仓
DEI Douglas Emmett, Inc. $11.10万0.00%11,783 11,783— $11.10万 新建仓
COUR Coursera Inc $10.55万0.00%18,123 4,15629.8% $2.42万 加仓
PD Pagerduty, Inc. $6.77万0.00%10,898 10,898— $6.77万 新建仓
PTGX Protagonist Therapeutics, Inc. $00.00%0 -4,634-100.0% -$40.47万 清仓
AGX Argan, Inc. $00.00%0 -1,119-100.0% -$35.06万 清仓
BRO Brown & Brown, Inc. $00.00%0 -4,112-100.0% -$32.77万 清仓
CW Curtiss-Wright Corp. $00.00%0 -583-100.0% -$32.14万 清仓
EXPE Expedia, Inc. $00.00%0 -1,124-100.0% -$31.84万 清仓
AXTI AXT, Inc. $00.00%0 -16,793-100.0% -$27.46万 清仓
NVGS Navigator Holdings Ltd. $00.00%0 -14,720-100.0% -$25.50万 清仓
OPLN OPENLANE, Inc. $00.00%0 -8,449-100.0% -$25.16万 清仓
— National Storage Affiliates Trust $00.00%0 -8,888-100.0% -$25.07万 清仓