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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 7
增持 34
减持 101
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
CALX
CALIX, INC
+$20.6M
856,954
-8%
减持
MSFT
MICROSOFT CORP
-$19.2M
695,402
-1%
减持
—
ICON PLC - SPONSORED ADR
-$16.2M
32,298
-68%
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。
减持
GSK
GSK, INC
-$14.5M
539,495
-23%
清仓
SMTC
SEMTECH CORP
-$13.3M
0
-100%
增持
SLB
SCHLUMBERGER LTD
+$13.2M
1,535,917
+31%
清仓
—
AVALARA, INC
-$12.4M
0
-100%
减持
TENB
TENABLE HOLDINGS
-$11.8M
622,984
-16%
减持
—
CATALENT INC
-$11.5M
64,196
-57%
建仓
—
CHAMPIONX CORP
+$10.9M
555,115
减持
PFE
PFIZER
-$10.9M
1,139,932
-2%
减持
VZ
VERIZON COMM
-$10.7M
706,256
-4%
减持
AVTR
AVANTOR INC
-$10.7M
559,073
-20%
建仓
IQV
IQVIA HOLDINGS INC
+$10.6M
58,662
减持
GNRC
GENERAC HOLDINGS INC
-$10.6M
24,472
-66%
建仓
FOUR
SHIFT4 PAYMENTS, INC.
+$10.6M
237,152
减持
UPWK
UPWORK INC
-$9.7M
748,942
-22%
增持
HQY
HEALTHEQUITY INC
+$9.0M
561,652
+20%
增持
INTC
INTEL CORP
-$8.9M
777,345
+0%
减持
LGND
LIGAND PHARMACEUTICALS
-$8.8M
125,692
-43%
减持
TBT
PROSHARES ULTRASHORT 20 PLUS Y
-$8.6M
135,740
-73%
建仓
TH
TARGET HOSPITALITY
+$8.0M
633,994
清仓
KLAC
KLA TENCOR CORP
-$8.0M
0
-100%
增持
CMCSA
COMCAST CORP CLASS A
+$7.8M
390,845
+323%
减持
PG
PROCTER & GAMBLE
-$7.7M
388,262
-2%
减持
T
A T & T INC
-$7.4M
945,783
-9%
增持
WHD
CACTUS, INC
+$7.1M
288,905
+194%
减持
KMB
KIMBERLY-CLARK CORP
-$7.0M
277,905
-2%
减持
VRNS
VARONIS SYSTEMS INC
-$6.9M
837,443
-16%
增持
TMCI
TREACE MEDICAL CONCEPTS INC
+$6.7M
494,223
+70%
减持
COP
CONOCOPHILLIPS
+$6.6M
559,453
-1%
减持
CFG
CITIZENS FINANCIAL GROUP INC
-$6.4M
515,933
-24%
减持
QCOM
QUALCOMM INC
-$6.4M
378,286
-2%
增持
CMRC
BigCommerce HOLDINGS
+$6.4M
495,770
+730%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$6.3M
152,068
-47%
建仓
—
SVB FINANCIAL GROUP
+$6.3M
18,756
减持
IBM
INT'L BUSINESS MACHINES
-$6.2M
271,431
-0%
增持
FIVE
FIVE BELOW, INC.
+$6.1M
106,358
+41%
增持
TASK
TASKUS INC - A
+$6.0M
1,300,669
+47%
减持
JNJ
JOHNSON & JOHNSON
-$6.0M
330,586
-2%
减持
DV
DoubleVerify
+$5.9M
1,418,443
-2%
增持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
-$5.7M
368,885
+1863%
减持
—
EVENTBRITE INC-CLASS A
-$5.6M
1,269,095
-2%
减持
—
HORIZON THERAPEUTICS PUBLIC LM
-$5.5M
252,786
-5%
清仓
YUMC
YUM CHINA HOLDINGS INC
-$5.5M
0
-100%
减持
CINF
CINCINNATI FINANCIAL CORP
-$5.5M
180,299
-1%
减持
EQIX
EQUINIX INC
-$5.3M
14,844
-29%
减持
NTRA
NATERA, INC
+$5.1M
701,000
-3%
清仓
FIGS
FIGS, INC
-$5.0M
0
-100%
增持
KO
COCA-COLA
-$5.0M
736,300
+0%
减持
BGS
B&G FOODS
-$5.0M
671,100
-0%
清仓
ADI
ANALOG DEVICES
-$4.9M
0
-100%
减持
FDX
FEDEX CORPORATION
-$4.7M
44,410
-11%
减持
ABT
ABBOTT LABORATORIES
-$4.7M
305,809
-3%
减持
—
AIR TRANSPORT SERVICES GROUP I
-$4.6M
425,112
-18%
减持
—
ALCON INC
-$4.6M
146,641
-22%
清仓
—
AGILON HEALTH
-$4.5M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$4.5M
75,116
-8%
减持
—
ASTRAZENECA PLC - SPONS ADR (U
-$4.4M
321,175
-4%
减持
WING
WINGSTOP INC
+$4.4M
87,090
-0%
增持
CIEN
CIENA CORPORATION
+$4.3M
398,001
+55%
清仓
CLFD
CLEARFIELD, INC
-$4.2M
0
-100%
建仓
HLN
HALEON PLC ADS
+$4.2M
688,079
增持
EVH
EVOLENT HEALTH INC CLASS A
+$4.1M
572,306
+7%
增持
GTLS
CHART INDUSTRIES INC
+$4.0M
68,530
+32%
减持
IFF
INTERNATIONAL FLAVORS & FRAGRA
-$3.9M
121,840
-3%
增持
EGY
VAALCO ENERGY, INC (13D)
-$3.7M
1,500,475
+1%
减持
MTZ
MASTEC INC
-$3.7M
357,299
-3%
减持
CLX
CLOROX CO
-$3.7M
235,000
-2%
减持
MRK
MERCK & CO NEW
-$3.6M
568,417
-1%
减持
CLF
CLEVELAND-CLIFFS INC
-$3.6M
373,130
-34%
减持
LPRO
OPEN LENDING CORP - CL A
-$3.6M
1,091,941
-9%
减持
TTD
TRADE DESK INC
+$3.5M
223,614
-5%
减持
RNG
RINGCENTRAL INC
-$3.4M
137,491
-20%
减持
EW
EDWARDS LIFESCIENCES CORP
-$3.3M
142,226
-10%
增持
PANW
PALO ALTO NETWORKS, INC.
-$3.3M
105,765
+154%
减持
CME
CME GROUP INC.
-$3.2M
69,722
-8%
减持
EHC
ENCOMPASS HEALTH CORPORATION
-$3.2M
36,157
-58%
减持
SYY
SYSCO CORP
-$3.2M
181,466
-4%
减持
MMM
3M CO
-$3.2M
110,479
-7%
减持
—
AVID BIOSERVICES
+$3.0M
767,712
-0%
增持
JBTM
JOHN BEAN TECHNOLOGIES
-$2.9M
119,915
+0%
增持
ARRY
ARRAY TECHNOLOGIES INC
+$2.9M
384,860
+22%
减持
—
SPLUNK INC
-$2.9M
163,973
-5%
减持
PEP
PEPSICO INC.
-$2.8M
420,421
-2%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$2.8M
140,460
-5%
减持
BAX
BAXTER INTL INC
-$2.7M
192,456
-6%
减持
PLMR
PALOMAR HOLDINGS INC
-$2.7M
181,773
-35%
减持
BWA
BORG WARNER INC
-$2.7M
43,880
-64%
减持
GDDY
GODADDY, INC.
-$2.6M
214,672
-16%
减持
UPS
UNITED PARCEL SERVICE - CL B
-$2.6M
81,228
-6%
增持
HAS
HASBRO INC
+$2.6M
45,085
+664%
增持
DOW
DOW INC (DOW)
-$2.6M
502,541
+5%
减持
CSGP
COSTAR GROUP INC
+$2.5M
367,631
-4%
减持
COST
COSTCO WHOLESALE
-$2.5M
124,335
-3%
减持
BIO
BIO RAD LABORATORIES INC CL A
-$2.5M
24,803
-4%
增持
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$2.5M
200,000
+100%
增持
—
KORNIT DIGITAL LTD
+$2.4M
339,965
+63%
减持
SNPS
SYNOPSYS, INC
-$2.3M
46,860
-14%
建仓
TDC
TERADATA CORPORATION
+$2.3M
73,000
减持
—
FLEETCOR TECHNOLOGIES, INC
-$2.2M
48,711
-5%
减持
HP
HELMERICH & PAYNE INC
-$2.2M
318,917
-2%
减持
CSTL
CASTLE BIOSCIENCES
+$2.2M
624,196
-3%
减持
—
ASPEN TECH
+$2.2M
46,062
-4%
减持
TSCO
TRACTOR SUPPLY CO
-$2.1M
93,614
-7%
减持
UBER
UBER TECHNOLOGIES
+$2.0M
489,422
-8%
增持
—
CAMBIUM NETWORKS CORPORATION
+$2.0M
427,075
+20%
减持
EMN
EASTMAN CHEMICAL CO
-$2.0M
104,415
-1%
减持
HALO
HALOZYME THERAPEUTICS, INC
-$2.0M
447,914
-0%
减持
CARG
CARGURUS, INC
-$2.0M
233,846
-5%
减持
CVX
CHEVRON CORP
-$2.0M
454,339
-2%
减持
LOVE
THE LOVESAC CO
-$1.9M
273,172
-0%
减持
DINO
HF SINCLAIR CORP
+$1.9M
223,395
-0%
增持
NEM
NEWMONT CORPORATION
-$1.9M
143,070
+7%
增持
BHP
BHP GROUP LIMITED
+$1.9M
129,085
+60%
减持
TECH
BIO-TECHE CORPORATION
-$1.9M
15,517
-15%
减持
—
NATIONAL INSTRUMENTS CORP
+$1.9M
395,009
-5%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$1.9M
266,994
-2%
增持
CSCO
CISCO SYS INC COM
-$1.9M
895,743
+1%
减持
CRL
CHARLES RIVER LABS
-$1.8M
62,976
-5%
减持
—
NV5 GLOBAL INC
-$1.8M
154,560
-14%
减持
MU
MICRON TECHNOLOGY
-$1.8M
100,036
-19%
减持
BKNG
BOOKING HOLDINGS INC
-$1.8M
7,400
-7%
减持
AMT
AMERICAN TOWER CORP (REIT)
-$1.8M
3,470
-65%
减持
LITE
LUMENTUM HOLDINGS INC
-$1.8M
115,607
-5%
减持
FAST
FASTENAL COMPANY
-$1.7M
272,008
-5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG CO LT
-$1.7M
129,327
+0%
增持
MPC
MARATHON PETROLEUM CORP
+$1.7M
97,876
+0%
增持
GOOG
ALPHABET INC- CLASS C (non-vot
-$1.7M
116,017
+1878%
减持
V
VISA INC
-$1.7M
70,134
-2%
减持
NVST
ENVISTA HOLDINGS CORP
-$1.6M
38,810
-49%
减持
MTCH
MATCH GROUP INC
-$1.6M
66,353
-4%
增持
META
META PLATFORMS (FACEBOOK)
-$1.6M
92,871
+5%
减持
—
ZUORA INC
-$1.6M
1,038,410
-0%
增持
TRU
TRANSUNION
-$1.6M
221,144
+20%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$1.6M
27,366
-5%
减持
MORN
MORNINGSTAR INC.
-$1.5M
36,518
-5%
增持
—
MEDTRONIC PLC
-$1.5M
172,811
+0%
减持
—
ARISTA NETWORKS
-$1.5M
59,142
-32%
减持
SHLS
SHOALS TECHNOLOGIES GROUP
+$1.5M
959,780
-18%
减持
PENN
PENN NATIONAL GAMING
-$1.4M
313,176
-5%
减持
AMZN
AMAZON.COM INC
+$1.4M
220,714
-0%
减持
GD
GENERAL DYNAMICS CORP
-$1.4M
120,615
-1%
减持
—
ASML HOLDING NV ORD
-$1.4M
19,209
-2%
减持
—
KELLOGG CO
-$1.4M
305,387
-4%
增持
AZTA
AZENTA INC
-$1.4M
249,486
+49%
减持
CPRT
COPART INC
-$1.4M
198,063
-4%
减持
KEYS
KEYSIGHT TECHNOLOGIES, INC
+$1.3M
112,444
-5%
减持
GPN
GLOBAL PAYMENTS INC
-$1.3M
195,579
-4%
增持
—
ESTABLISHMENT LABS HOLDINGS
+$1.3M
303,330
+8%
