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KORNITZER CAPITAL MANAGEMENT INC /KS 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KORNITZER CAPITAL MANAGEMENT INC /KS
报告期 2026-03-31 · CIK 0000898358
持仓数
505
前50大市值合计
$2.78B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 10
增持 35
减持 85
清仓 20
方向
标的
Δ市值
现股数(环比)
清仓
—
IHS MARKIT LTD
-$53.9M
0
-100%
增持
SPGI
S&P GLOBAL INC
+$33.1M
133,501
+191%
减持
MSFT
MICROSOFT CORP
-$32.8M
709,577
-5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
MOMENTIVE GLOBAL INC
-$29.9M
0
-100%
清仓
BAND
BANDWIDTH INC CL A
-$27.0M
0
-100%
减持
APPS
DIGITAL TURBINE INC
-$25.9M
622,382
-29%
减持
—
HESS CORP
+$23.7M
783,420
-4%
建仓
SHEL
SHELL PLC ADR
+$21.0M
382,514
增持
TASK
TASKUS INC - A
+$18.3M
1,220,606
+130%
增持
EW
EDWARDS LIFESCIENCES CORP
+$18.2M
190,708
+483%
减持
CVX
CHEVRON CORP
+$17.6M
473,476
-7%
清仓
VFC
V F CORP
-$17.5M
0
-100%
清仓
ROST
ROSS STORES INC
-$17.2M
0
-100%
清仓
—
ROYAL DUTCH SHELL CL A - excgd
-$17.0M
0
-100%
减持
—
STEVANATO GROUP SPA
-$16.2M
318,259
-68%
减持
APA
APA CORPORATION (formerly Apac
+$15.6M
1,176,075
-4%
增持
SLB
SCHLUMBERGER LTD
+$15.4M
1,242,434
+3%
增持
VRNS
VARONIS SYSTEMS INC
+$14.9M
908,640
+57%
减持
—
EXXON MOBIL CORP COM
+$14.5M
710,205
-2%
建仓
SHLS
SHOALS TECHNOLOGIES GROUP
+$14.5M
850,558
建仓
PINS
PINTEREST INC CL A
+$14.3M
581,425
减持
—
ICON PLC - SPONSORED ADR
-$14.2M
103,304
-19%
减持
KEYS
KEYSIGHT TECHNOLOGIES, INC
-$14.2M
118,585
-26%
减持
TBT
PROSHARES ULTRASHORT 20 PLUS Y
-$14.0M
861,086
-54%
减持
VICR
VICOR CORPORATION
-$13.8M
100,252
-39%
减持
TENB
TENABLE HOLDINGS
-$13.7M
887,065
-25%
减持
QCOM
QUALCOMM INC
-$13.1M
386,268
-2%
清仓
ROKU
ROKU INC
-$12.9M
0
-100%
增持
CFG
CITIZENS FINANCIAL GROUP INC
+$12.7M
603,998
+94%
减持
—
SYNEOS HEALTH INC
-$12.2M
123,255
-43%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$12.2M
369,273
-12%
清仓
—
KORNIT DIGITAL LTD
-$12.1M
0
-100%
减持
MSCI
MSCI INC
-$12.0M
85,727
-5%
减持
—
EVENTBRITE INC-CLASS A
-$11.7M
1,294,069
-27%
减持
ZBH
ZIMMER BIOMET HOLDINGS
-$11.6M
60,360
-60%
增持
EQIX
EQUINIX INC
+$11.5M
22,499
+268%
减持
ABT
ABBOTT LABORATORIES
-$11.2M
307,673
-9%
减持
COP
CONOCOPHILLIPS
+$11.1M
564,711
-10%
清仓
CDNA
CareDx, Inc
-$11.1M
0
-100%
减持
SLAB
SILICON LABORATORIES INC
-$10.9M
58,335
-39%
减持
PFE
PFIZER
-$10.7M
1,161,635
-3%
减持
CLX
CLOROX CO
-$10.6M
240,848
-5%
清仓
—
NUANCE COMMUNICATIONS INC
-$10.5M
0
-100%
清仓
GH
GUARDANT HEALTH INC
-$10.5M
0
-100%
减持
MTCH
MATCH GROUP INC
-$10.5M
69,036
-49%
清仓
AKAM
AKAMAI TECHNOLOGIES
-$10.3M
0
-100%
减持
TSCO
TRACTOR SUPPLY CO
-$9.9M
115,418
-25%
减持
CPRT
COPART INC
-$9.8M
231,447
-10%
增持
CLF
CLEVELAND-CLIFFS INC
+$9.8M
897,726
+2%
减持
APH
AMPHENOL CP
-$9.7M
228,101
-26%
增持
RSI
RUSH STREET INTERACTIVE INC -
-$9.7M
1,200,375
+8%
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$9.3M
28,861
减持
MLM
MARTIN MARIETTA MATERIALS INC
-$9.2M
104,577
-7%
减持
MXL
MAXLINEAR INC
-$9.1M
321,430
-13%
建仓
DINO
HF SINCLAIR CORP
+$8.9M
223,865
增持
EPAM
EPAM SYSTEMS, INC
-$8.9M
41,699
+31%
减持
AVTR
AVANTOR INC
-$8.8M
695,068
-9%
减持
CSCO
CISCO SYS INC COM
-$8.8M
884,012
-4%
减持
ADSK
AUTODESK
-$8.6M
62,174
-20%
增持
META
META PLATFORMS
-$8.6M
96,373
+8%
增持
DV
DoubleVerify
-$8.3M
1,276,445
+5%
增持
KMI
KINDER MORGAN INC
+$8.2M
2,479,086
+2%
清仓
—
HOLLYFRONTIER CORP (HFC)
-$8.1M
0
-100%
减持
MU
MICRON TECHNOLOGY
-$7.7M
253,040
-14%
增持
—
LINDE AG
+$7.7M
39,749
+177%
减持
UBER
UBER TECHNOLOGIES
-$7.5M
581,243
-14%
减持
AME
AMETEK INC.
-$7.4M
239,703
-10%
增持
DOW
DOW INC (DOW)
+$7.3M
470,277
+18%
建仓
AZTA
AZENTA INC
+$7.0M
84,437
增持
—
SPLUNK INC
+$6.8M
171,796
+6%
减持
KMB
KIMBERLY-CLARK CORP
-$6.8M
283,458
-3%
建仓
GTLS
CHART INDUSTRIES INC
+$6.6M
38,625
增持
CALX
CALIX, INC
+$6.6M
885,935
+126%
增持
VEEV
VEEVA SYSTEMS INC CL A
+$6.5M
60,406
+143%
减持
—
ASML HOLDING NV ORD
-$6.4M
19,736
-20%
减持
EWCZ
EUROPEAN WAX CENTER
-$6.2M
383,065
-34%
减持
HP
HELMERICH & PAYNE INC
+$6.2M
326,872
-0%
减持
PEP
PEPSICO INC.
-$6.1M
435,215
-4%
减持
DSP
VIANT TECHNOLOGY INC
-$6.0M
238,060
-69%
减持
—
BALLY'S CORPORATION
-$5.9M
240,245
-31%
减持
ARRY
ARRAY TECHNOLOGIES INC
-$5.9M
666,310
-22%
减持
—
APTIV PLC
-$5.8M
108,353
-5%
增持
—
AVID BIOSERVICES
-$5.8M
675,077
+1%
减持
IR
INGERSOLL-RAND PLC
-$5.6M
289,295
-11%
减持
GPN
GLOBAL PAYMENTS INC
-$5.5M
160,400
-21%
减持
CSGP
COSTAR GROUP INC
-$5.5M
425,695
-1%
清仓
ADPT
ADAPTIVE BIOTECHNOLOGIES
-$5.4M
0
-100%
减持
TRU
TRANSUNION
-$5.3M
240,048
-6%
减持
ADM
ARCHER DANIELS MIDLAND
+$5.3M
247,473
-2%
增持
—
ASTRAZENECA PLC - SPONS ADR (U
+$5.3M
332,593
+16%
增持
PYPL
PAYPAL HOLDINGS INC
-$5.3M
78,438
+3%
减持
DAVA
ENDAVA PLC - ADR
-$5.2M
58,040
-24%
减持
TYL
TYLER TECHNOLOGIES
-$5.2M
26,595
-16%
减持
FAST
FASTENAL COMPANY
-$5.1M
381,026
-12%
减持
PG
PROCTER & GAMBLE
-$5.1M
395,772
-1%
清仓
—
MARKETWISE INC
-$5.0M
0
-100%
减持
WMS
ADVANCED DRAINAGE SYSTEMS INC
-$5.0M
155,175
-10%
减持
KLAC
KLA TENCOR CORP
-$5.0M
27,881
-21%
增持
EGY
VAALCO ENERGY, INC (13D)
+$4.9M
1,461,970
+2%
增持
TMDX
TRANSMEDICS GROUP, INC
+$4.8M
512,284
+10%
减持
LITE
LUMENTUM HOLDINGS INC
-$4.8M
121,921
-23%
减持
FWRG
FIRST WATCH RESTAURANT GROUP
-$4.8M
531,202
-24%
减持
IDXX
IDEXX LABORATORIES INC
-$4.7M
25,590
-10%
减持
WM
WASTE MANAGEMENT
-$4.7M
391,793
-2%
增持
GNRC
GENERAC HOLDINGS INC
-$4.7M
85,967
+0%
减持
—
CAMBIUM NETWORKS CORPORATION
-$4.5M
311,545
-33%
增持
GILD
GILEAD SCIENCES INC
-$4.4M
348,648
+1%
增持
UPWK
UPWORK INC
-$4.3M
959,900
+23%
清仓
—
DermTech Inc
-$4.2M
0
-100%
减持
VRSK
VERISK ANALYTICS INC
-$4.2M
152,262
-5%
减持
SAM
BOSTON BEER COMPANY CLASS A
-$4.1M
23,847
-10%
减持
AAPL
APPLE INC
-$4.1M
577,570
-2%
减持
MMM
3M CO
-$4.0M
120,121
-3%
清仓
—
ICAD INC
-$4.0M
0
-100%
减持
FFIV
F5 INC
-$4.0M
110,780
-0%
减持
GD
GENERAL DYNAMICS CORP
+$4.0M
122,642
-0%
建仓
GDYN
GRID DYNAMICS HOLDINGS INC
+$4.0M
280,710
减持
—
GUESS INC
-$3.7M
740,806
-12%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$3.6M
253,453
+1%
减持
ALL
ALLSTATE CORP
+$3.6M
231,694
-4%
增持
—
ADTRAN INC
-$3.6M
852,935
+1%
减持
—
CATALENT INC
-$3.6M
206,835
-0%
减持
—
PAYA HOLDINGS INC-A
-$3.5M
2,063,090
-16%
减持
MORN
MORNINGSTAR INC.
-$3.5M
40,718
-5%
清仓
—
SHIFT TECHNOLOGIES INC
-$3.5M
0
-100%
减持
IFF
INTERNATIONAL FLAVORS & FRAGRA
-$3.4M
128,973
-4%
减持
IBN
ICICI BANK LTD. - SPON ADR (IN
-$3.3M
427,480
-26%
增持
MRK
MERCK & CO NEW
+$3.3M
580,961
+0%
清仓
—
MIMECAST, LTD
-$3.3M
0
-100%
建仓
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$3.3M
100,000
减持
INTC
INTEL CORP
-$3.2M
766,112
-4%
减持
HD
HOME DEPOT INC
-$3.2M
25,519
-2%
减持
CBRE
CBRE GROUP INC - CL A
-$3.1M
92,827
-13%
减持
PENN
PENN NATIONAL GAMING
-$3.1M
330,220
-0%
增持
MELI
MERCADOLIBRE INC
+$3.1M
6,000
+100%
减持
ICFI
ICF INTL INC
-$3.0M
286,548
-2%
建仓
TPG
TPG PARTNERS LLC
+$3.0M
100,000
增持
SU
SUNCOR ENERGY INC
+$3.0M
166,155
+72%
清仓
PPLI
IAC/INTERACTIVECORP
-$3.0M
0
-100%
增持
—
ZUORA INC
+$2.9M
933,490
+58%
减持
BAX
BAXTER INTL INC
-$2.9M
204,421
-7%
减持
BMY
BRISTOL MYERS SQUIBB CO
+$2.9M
274,621
-0%
减持
TXRH
TEXAS ROADHOUSE INC-CL A
-$2.8M
59,355
-32%
增持
CALY
CALLAWAY GOLF COMPANY
-$2.8M
725,533
+1%
减持
NPCE
NueroPace
-$2.8M
199,919
-54%
增持
NFLX
NETFLIX INC.
-$2.7M
18,221
+15%
减持
BGS
B&G FOODS
-$2.7M
667,349
-1%
减持
SBAC
SBA COMMUNICATIONS CORPORATION
-$2.6M
35,894
-7%
减持
—
J P MORGAN CHASE
-$2.6M
90,391
-4%
增持
NEM
NEWMONT CORPORATION
+$2.6M
144,515
+1%
