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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 9
增持 49
减持 78
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$28.7M
665,887
-2%
建仓
—
LINDE AG
+$19.1M
53,831
减持
AAPL
APPLE INC
+$17.7M
539,902
-2%
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。
增持
FIVN
FIVE9 INC
+$16.1M
371,860
+135%
清仓
—
PAYA HOLDINGS INC-A
-$15.4M
0
-100%
清仓
TH
TARGET HOSPITALITY
-$14.3M
0
-100%
增持
APA
APA CORPORATION (formerly Apac
-$11.5M
1,245,922
+3%
增持
PFE
PFIZER
-$11.4M
1,150,281
+1%
清仓
DECK
DECKERS OUTDOOR
-$10.8M
0
-100%
增持
COP
CONOCOPHILLIPS
-$9.9M
547,325
+1%
减持
SLB
SCHLUMBERGER LTD
-$9.9M
1,457,371
-4%
清仓
—
LINDE AG
-$9.8M
0
-100%
增持
CALX
CALIX, INC
-$9.4M
656,823
+1%
清仓
PENN
PENN NATIONAL GAMING
-$9.3M
0
-100%
增持
LULU
LULULEMON ATHLETICA, INC
+$9.1M
32,108
+293%
建仓
—
PROS HOLDINGS INC
+$8.9M
323,551
增持
TECH
BIO-TECHE CORPORATION
+$8.7M
187,227
+197%
减持
EQIX
EQUINIX INC
-$8.6M
1,572
-89%
清仓
CUBI
CUSTOMERS BANCORP INC
-$8.4M
0
-100%
减持
DV
DoubleVerify
+$8.1M
1,302,388
-8%
建仓
—
AMBARELLA INC
+$8.0M
103,345
增持
META
META PLATFORMS (FACEBOOK)
+$7.9M
79,685
+7%
清仓
UPWK
UPWORK INC
-$7.8M
0
-100%
减持
—
AIR TRANSPORT SERVICES GROUP I
-$7.7M
79,100
-78%
减持
NTRA
NATERA, INC
+$7.4M
680,075
-10%
建仓
CP
CANADIAN PACIFIC KANSAS CITY L
+$7.3M
95,269
减持
CSGP
COSTAR GROUP INC
-$7.3M
300,974
-17%
增持
CVX
CHEVRON CORP
-$7.3M
452,048
+0%
清仓
—
CANADIAN PACIFIC RAILWAY LTD A
-$7.2M
0
-100%
减持
AZTA
AZENTA INC
-$6.7M
314,041
-12%
清仓
CLFD
CLEARFIELD, INC
-$6.6M
0
-100%
增持
PANW
PALO ALTO NETWORKS, INC.
+$6.5M
105,415
+1%
增持
—
ZUORA INC
+$6.2M
1,441,840
+14%
减持
QCOM
QUALCOMM INC
+$6.2M
374,205
-1%
清仓
—
STERLING CHECK CORP
-$6.1M
0
-100%
清仓
LITE
LUMENTUM HOLDINGS INC
-$6.0M
0
-100%
增持
TFC
TRUIST FINANCIAL CORP (TFC)
-$6.0M
785,260
+3%
减持
MSCI
MSCI INC
+$6.0M
65,855
-1%
增持
—
HESS CORP
-$5.8M
672,262
+1%
增持
CRWD
CROWDSTRIKE HOLDINGS INC - A
+$5.6M
72,928
+73%
减持
ALL
ALLSTATE CORP
-$5.6M
223,303
-0%
建仓
PD
PAGERDUTY INC
+$5.4M
153,985
减持
—
NATIONAL INSTRUMENTS CORP
-$5.4M
140,726
-59%
增持
EWCZ
EUROPEAN WAX CENTER
+$5.3M
651,783
+15%
增持
MGM
MGM RESORTS INTERNATIONAL (MGM
+$5.3M
391,510
+8%
减持
ICFI
ICF INTL INC
-$5.3M
154,364
-31%
减持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
+$4.9M
369,269
-2%
增持
JNJ
JOHNSON & JOHNSON
-$4.8M
347,027
+5%
减持
LLY
ELI LILLY & CO COM
-$4.7M
161,167
-2%
减持
OLED
UNIVERSAL DISPLAY CORP
+$4.7M
181,057
-16%
建仓
RGEN
REPLIGEN CORP
+$4.7M
27,790
减持
COST
COSTCO WHOLESALE
+$4.6M
122,309
-1%
增持
BIO
BIO RAD LABORATORIES INC CL A
+$4.6M
45,695
+11%
增持
TMCI
TREACE MEDICAL CONCEPTS INC
+$4.6M
634,223
+28%
增持
CFG
CITIZENS FINANCIAL GROUP INC
-$4.6M
521,085
+1%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$4.6M
84,363
-40%
减持
TASK
TASKUS INC - A
-$4.5M
1,210,278
-7%
减持
—
LIONS GATE ENTERTAINMENT CL B
+$4.5M
904,481
-0%
增持
—
AVID BIOSERVICES
+$4.4M
682,510
+12%
清仓
—
SVB FINANCIAL GROUP
-$4.3M
0
-100%
增持
HP
HELMERICH & PAYNE INC
-$4.3M
317,142
+1%
减持
CLX
CLOROX CO
+$4.1M
231,165
-0%
减持
CSCO
CISCO SYS INC COM
+$4.1M
890,472
-0%
减持
TBBK
THE BANCORP, INC
-$4.1M
308,214
-31%
减持
IFF
INTERNATIONAL FLAVORS & FRAGRA
-$3.9M
95,410
-21%
减持
AMZN
AMAZON.COM INC
+$3.9M
233,177
-3%
增持
—
ALCON INC
+$3.8M
196,641
+34%
减持
BKNG
BOOKING HOLDINGS INC
+$3.7M
6,971
-5%
增持
—
NV5 GLOBAL INC
-$3.7M
134,255
+1%
增持
—
PARAGON 28 INC
+$3.6M
725,504
+58%
减持
ADM
ARCHER DANIELS MIDLAND
-$3.2M
240,708
-0%
增持
—
ARISTA NETWORKS
+$3.2M
68,192
+0%
增持
VZ
VERIZON COMM
+$3.2M
894,678
+11%
减持
TXRH
TEXAS ROADHOUSE INC-CL A
-$3.1M
21,145
-64%
减持
MRK
MERCK & CO NEW
-$3.0M
561,003
-1%
增持
SNPS
SYNOPSYS, INC
+$3.0M
42,710
+1%
减持
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$2.9M
370,544
-33%
增持
LGND
LIGAND PHARMACEUTICALS
+$2.8M
135,482
+27%
减持
EVH
EVOLENT HEALTH INC CLASS A
-$2.8M
549,071
-25%
减持
ABT
ABBOTT LABORATORIES
-$2.8M
301,897
-1%
增持
—
ICON PLC - SPONSORED ADR
+$2.8M
42,275
+31%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$2.7M
114,729
-0%
减持
NVDA
NVIDIA CORP
+$2.7M
20,833
-0%
减持
BGS
B&G FOODS
+$2.5M
711,285
-7%
减持
TTD
TRADE DESK INC
+$2.5M
253,198
-12%
减持
GD
GENERAL DYNAMICS CORP
-$2.4M
119,495
-0%
增持
—
CERENCE INC (CRNC) - 26.7271 c
+$2.4M
2,721,000
+444%
减持
MMM
3M CO
-$2.3M
92,875
-8%
增持
CMCSA
COMCAST CORP CLASS A
+$2.3M
424,960
+8%
减持
—
CAMBIUM NETWORKS CORPORATION
-$2.2M
312,660
-13%
减持
ABBNY
ABB LTD (SW)
+$2.2M
576,160
-0%
减持
CSTL
CASTLE BIOSCIENCES
-$2.1M
648,224
-9%
增持
LOVE
THE LOVESAC CO
+$2.1M
281,799
+3%
增持
—
ANSYS INC
+$2.1M
22,939
+1%
减持
BAX
BAXTER INTL INC
-$2.1M
185,096
-2%
清仓
—
IAA, INC
-$2.1M
0
-100%
减持
DOW
DOW INC (DOW)
+$2.1M
505,499
-1%
减持
FDX
FEDEX CORPORATION
+$2.1M
41,610
-3%
减持
STAA
STAAR SURGICAL COMPANY
+$2.1M
146,435
-3%
减持
WM
WASTE MANAGEMENT
+$2.0M
364,570
-0%
减持
IDXX
IDEXX LABORATORIES INC
+$2.0M
23,630
-2%
增持
HLNE
HAMILTON LANE INC - CLASS A
+$2.0M
176,478
+2%
增持
PLMR
PALOMAR HOLDINGS INC
+$1.9M
186,463
+1%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$1.9M
96,507
+1%
减持
ADTN
ADTRAN HOLDCO
-$1.9M
542,019
-3%
减持
RHHBY
ROCHE HLDS LTD SPONSORED ADR
-$1.9M
216,642
-12%
减持
DG
DOLLAR GENERAL CORP
-$1.9M
26,899
-12%
减持
EPAM
EPAM SYSTEMS, INC
-$1.9M
30,012
-9%
减持
ADSK
AUTODESK
-$1.9M
44,009
-25%
增持
IBM
INT'L BUSINESS MACHINES
-$1.8M
276,819
+2%
增持
CMG
CHIPOTLE MEXICAN GRILL- CLASS
+$1.8M
5,303
+1%
减持
TENB
TENABLE HOLDINGS
-$1.8M
463,214
-26%
减持
EXPE
EXPEDIA GROUP, INC
-$1.8M
119,452
-22%
增持
CRM
SALESFORCE INC
+$1.8M
23,621
+5%
减持
—
ASML HOLDING NV ORD
+$1.7M
14,001
-2%
增持
UNH
UNITEDHEALTH GROUP, INC.
-$1.7M
29,865
+0%
减持
CINF
CINCINNATI FINANCIAL CORP
+$1.7M
178,693
-0%
清仓
BC
BRUNSWICK CORP
-$1.7M
0
-100%
减持
TMDX
TRANSMEDICS GROUP, INC
-$1.6M
283,276
-24%
减持
EMR
EMERSON ELECTRIC CO
-$1.6M
156,385
-1%
建仓
PSA
PUBLIC STORAGE
+$1.6M
5,200
增持
WMT
WAL MART INC.
+$1.6M
193,174
+2%
建仓
—
RITCHIE BROS. AUCTIONEERS INC.
+$1.6M
27,660
减持
CME
CME GROUP INC.
+$1.6M
70,306
-1%
建仓
—
ENDEAVOR GROUP HOLD-CLASS A
+$1.5M
64,000
减持
MELI
MERCADOLIBRE INC
+$1.5M
5,000
-17%
减持
STM
STMICOELECTRONICS NV-NY SHS
+$1.5M
92,000
-5%
减持
—
KELLOGG CO
-$1.5M
299,611
-1%
减持
FAST
FASTENAL COMPANY
+$1.5M
222,645
-0%
减持
UPS
UNITED PARCEL SERVICE - CL B
+$1.4M
81,221
-1%
减持
IBN
ICICI BANK LTD. - SPON ADR (IN
-$1.4M
367,480
-14%
增持
TYL
TYLER TECHNOLOGIES
+$1.4M
40,143
+1%
减持
DRI
DARDEN RESTAURANTS INC
-$1.4M
56,436
-23%
增持
LPRO
OPEN LENDING CORP - CL A
+$1.4M
1,380,401
+12%
增持
KMI
KINDER MORGAN INC
-$1.3M
2,590,421
+0%
减持
PG
PROCTER & GAMBLE
-$1.3M
385,432
-0%
增持
—
CRH PLC - SPONS ADR
+$1.3M
111,925
+2%
减持
VEEV
VEEVA SYSTEMS INC CL A
+$1.3M
89,843
-5%
减持
MKTX
MARKETAXESS HOLDINGS, INC.
+$1.2M
11,486
-2%
减持
FND
FLOOR & DECOR HOLDINGS
+$1.2M
89,107
-18%
减持
KO
COCA-COLA
-$1.2M
739,176
-0%
减持
GILD
GILEAD SCIENCES INC
-$1.2M
377,738
-0%
减持
VRSK
VERISK ANALYTICS INC
+$1.2M
110,478
-2%
增持
HALO
HALOZYME THERAPEUTICS, INC
-$1.2M
424,194
+39%
减持
BP
BP PLC, INC ADR (UK)
+$1.2M
395,642
-0%
减持
WMS
ADVANCED DRAINAGE SYSTEMS INC
-$1.1M
81,840
-17%
增持
—
ASPEN TECH
+$1.1M
46,327
+1%
减持
HD
HOME DEPOT INC
-$1.1M
25,352
-7%
减持
MLM
MARTIN MARIETTA MATERIALS INC
+$1.1M
70,823
-1%
增持
—
MEDTRONIC PLC
+$1.1M
172,536
+5%
