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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 12
增持 50
减持 78
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$28.2M
646,433
-3%
清仓
TASK
TASKUS INC - A
-$17.5M
0
-100%
减持
LLY
ELI LILLY & CO COM
+$17.1M
154,538
-4%
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
CIEN
CIENA CORPORATION
-$15.1M
254,916
-48%
增持
IQV
IQVIA HOLDINGS INC
+$15.0M
118,662
+102%
减持
AAPL
APPLE INC
+$14.6M
534,358
-1%
减持
NTRA
NATERA, INC
-$14.6M
476,864
-30%
增持
PGNY
PROGYNY
+$14.0M
445,154
+308%
增持
INSP
INSPIRE MEDICAL SYSTEMS INC
+$13.0M
76,075
+52%
清仓
FFIV
F5 INC
-$12.6M
0
-100%
减持
TMDX
TRANSMEDICS GROUP, INC
-$12.1M
111,291
-61%
增持
—
ENDEAVOR GROUP HOLD-CLASS A
+$11.7M
551,076
+761%
减持
MTZ
MASTEC INC
-$11.0M
159,699
-49%
增持
—
FERGUSON PLC
+$10.6M
81,000
+406%
增持
XYL
XYLEM INC.
+$10.0M
100,768
+692%
减持
OLED
UNIVERSAL DISPLAY CORP
-$9.8M
126,637
-30%
减持
PRVA
PRIVIA HEALTH GROUP
-$9.5M
484,775
-39%
减持
DV
DoubleVerify
+$9.3M
1,248,803
-4%
建仓
—
APELLIS PHARMA
+$9.2M
100,545
减持
—
EVERI HOLDINGS
-$8.9M
1,238,515
-21%
减持
MXL
MAXLINEAR INC
-$8.7M
122,730
-66%
减持
EVH
EVOLENT HEALTH INC CLASS A
-$8.4M
311,966
-43%
减持
FOUR
SHIFT4 PAYMENTS, INC.
-$8.3M
274,013
-23%
建仓
EL
ESTEE LAUDER - CLASS A
+$8.3M
42,330
清仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$8.0M
0
-100%
清仓
—
AMBARELLA INC
-$8.0M
0
-100%
减持
HQY
HEALTHEQUITY INC
-$7.8M
263,818
-37%
减持
FIVN
FIVE9 INC
-$7.8M
231,610
-38%
建仓
MTCH
MATCH GROUP INC
+$7.7M
184,195
建仓
NTR
NUTRIEN LTD
+$7.7M
130,000
增持
PINS
PINTEREST INC CL A
+$7.6M
326,200
+577%
减持
AJG
GALLAGHER ARTHUR J & CO
+$7.6M
327,860
-3%
减持
MLM
MARTIN MARIETTA MATERIALS INC
+$7.5M
70,703
-0%
清仓
CRL
CHARLES RIVER LABS
-$7.4M
0
-100%
增持
PYPL
PAYPAL HOLDINGS INC
+$7.2M
195,386
+156%
减持
MGM
MGM RESORTS INTERNATIONAL (MGM
-$6.9M
238,370
-39%
增持
VRNS
VARONIS SYSTEMS INC
+$6.9M
371,510
+221%
建仓
FDS
FACTSET RESEARCH SYSTEMS INC
+$6.9M
17,144
增持
META
META PLATFORMS (FACEBOOK)
+$6.6M
81,981
+3%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$6.6M
17,975
-81%
减持
BIO
BIO RAD LABORATORIES INC CL A
-$6.5M
40,695
-11%
建仓
MRVI
MARAVAI LIFE SCIENCES INC
+$6.4M
516,165
减持
MSCI
MSCI INC
-$6.3M
65,221
-1%
减持
AZTA
AZENTA INC
-$6.1M
170,241
-46%
建仓
CELH
CELSIUS HOLDINGS INC
+$6.0M
40,105
减持
AMZN
AMAZON.COM INC
+$6.0M
230,480
-1%
减持
CSGP
COSTAR GROUP INC
+$5.9M
299,174
-1%
增持
TRU
TRANSUNION
+$5.9M
246,397
+14%
减持
TENB
TENABLE HOLDINGS
-$5.8M
372,616
-20%
减持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
+$5.5M
365,535
-1%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$5.3M
35,999
-69%
增持
MELI
MERCADOLIBRE INC
+$4.9M
9,700
+94%
增持
—
THE AZEK COMPANY
+$4.9M
393,035
+31%
减持
ADTN
ADTRAN HOLDCO
-$4.8M
357,169
-34%
减持
COST
COSTCO WHOLESALE
+$4.8M
121,833
-0%
减持
TFC
TRUIST FINANCIAL CORP (TFC)
-$4.8M
724,234
-8%
减持
MRK
MERCK & CO NEW
+$4.8M
558,622
-0%
减持
LPRO
OPEN LENDING CORP - CL A
+$4.7M
1,375,351
-0%
清仓
RGEN
REPLIGEN CORP
-$4.7M
0
-100%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$4.5M
30,000
增持
WMS
ADVANCED DRAINAGE SYSTEMS INC
+$4.4M
99,400
+21%
增持
JNJ
JOHNSON & JOHNSON
+$4.4M
351,268
+1%
减持
—
APTIV PLC
-$4.2M
142,736
-15%
建仓
ALNY
ALNYLAM PHARMACEUTICALS, INC.
+$4.2M
22,000
减持
MMM
3M CO
-$4.1M
56,382
-39%
增持
PFE
PFIZER
-$4.0M
1,170,627
+2%
增持
WCC
WESCO INTERNATIONAL INC
+$4.0M
72,773
+24%
增持
MTDR
MATADOR RESOURCES
+$3.8M
200,025
+42%
减持
SEDG
SOLAREDGE TECHNOLOGIES INC
-$3.6M
17,366
-37%
减持
GIS
GENERAL MILLS
-$3.6M
404,657
-0%
减持
QCOM
QUALCOMM INC
-$3.5M
371,295
-1%
减持
GSK
GSK, INC
-$3.5M
424,305
-19%
减持
SPGI
S&P GLOBAL INC
+$3.4M
62,570
-0%
减持
KEYS
KEYSIGHT TECHNOLOGIES, INC
-$3.4M
58,199
-29%
减持
CPRT
COPART INC
-$3.4M
288,975
-27%
减持
WHD
CACTUS, INC
-$3.4M
240,280
-27%
清仓
RSI
RUSH STREET INTERACTIVE INC -
-$3.3M
0
-100%
增持
CNI
CANADIAN NATIONAL RAILWAY CO
+$3.2M
92,000
+37%
增持
—
MEDTRONIC PLC
+$3.2M
194,366
+13%
建仓
MYRG
MYR GROUP INC.
+$3.1M
22,390
减持
TTD
TRADE DESK INC
-$3.1M
159,948
-37%
减持
CMG
CHIPOTLE MEXICAN GRILL- CLASS
-$3.1M
2,803
-47%
增持
NVDA
NVIDIA CORP
+$3.0M
20,834
+0%
减持
—
CHAMPIONX CORP
-$3.0M
389,855
-30%
减持
AVTR
AVANTOR INC
-$2.9M
449,073
-22%
增持
—
SOUTHWEST AIRLINES CO (LUV) -
+$2.9M
4,250,000
+143%
减持
CVX
CHEVRON CORP
-$2.9M
450,530
-0%
减持
VRSK
VERISK ANALYTICS INC
+$2.8M
106,296
-4%
减持
FIVE
FIVE BELOW, INC.
-$2.8M
60,438
-15%
减持
—
ARISTA NETWORKS
-$2.8M
53,304
-22%
增持
GTLS
CHART INDUSTRIES INC
+$2.8M
80,275
+0%
减持
PANW
PALO ALTO NETWORKS, INC.
-$2.8M
71,440
-32%
减持
CINF
CINCINNATI FINANCIAL CORP
-$2.7M
178,160
-0%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$2.5M
51,081
-39%
减持
WM
WASTE MANAGEMENT
+$2.5M
357,644
-2%
增持
COP
CONOCOPHILLIPS
+$2.5M
548,530
+0%
减持
FND
FLOOR & DECOR HOLDINGS
-$2.4M
60,707
-32%
增持
JBI
JANUS INTERNATIONAL GROUP
+$2.4M
1,001,285
+20%
增持
CRWD
CROWDSTRIKE HOLDINGS INC - A
+$2.4M
84,253
+16%
清仓
TXRH
TEXAS ROADHOUSE INC-CL A
-$2.3M
0
-100%
减持
KO
COCA-COLA
-$2.3M
723,705
-2%
减持
GILD
GILEAD SCIENCES INC
-$2.3M
377,238
-0%
增持
T
A T & T INC
-$2.2M
1,080,103
+7%
减持
OABI
OmniAb Inc
+$2.2M
1,730,425
-2%
减持
ABT
ABBOTT LABORATORIES
+$2.2M
300,799
-0%
减持
ADSK
AUTODESK
-$2.2M
34,065
-23%
增持
RHHBY
ROCHE HLDS LTD SPONSORED ADR
+$2.2M
258,872
+19%
增持
—
NV5 GLOBAL INC
+$2.1M
145,330
+8%
增持
TBBK
THE BANCORP, INC
+$2.1M
328,329
+7%
增持
APA
APA CORPORATION (formerly Apac
+$2.1M
1,377,192
+11%
减持
EWCZ
EUROPEAN WAX CENTER
-$2.0M
555,463
-15%
清仓
—
UNIVAR SOLUTIONS INC
-$2.0M
0
-100%
减持
BGS
B&G FOODS
-$2.0M
650,085
-9%
减持
UBER
UBER TECHNOLOGIES
+$2.0M
199,753
-4%
增持
CFG
CITIZENS FINANCIAL GROUP INC
-$2.0M
531,210
+2%
减持
OPRX
OptimizeRx Corporation
-$1.9M
225,489
-36%
减持
—
HESS CORP
+$1.9M
668,599
-1%
增持
—
AVID BIOSERVICES
-$1.9M
780,455
+14%
建仓
PTLO
PORTILLO'S INC
+$1.9M
83,973
减持
—
LIONS GATE ENTERTAINMENT CL B
-$1.9M
900,060
-0%
减持
—
CAMBIUM NETWORKS CORPORATION
-$1.8M
243,290
-22%
增持
TECH
BIO-TECHE CORPORATION
+$1.8M
192,033
+3%
增持
UNH
UNITEDHEALTH GROUP, INC.
+$1.8M
33,035
+11%
增持
SHEL
SHELL PLC ADR
+$1.7M
401,003
+3%
减持
HLN
HALEON PLC ADS
-$1.7M
409,192
-35%
减持
TYL
TYLER TECHNOLOGIES
-$1.7M
30,143
-25%
减持
FMC
FMC CORP
-$1.7M
81,506
-2%
建仓
RBA
RB GLOBAL INC
+$1.7M
27,660
增持
PLMR
PALOMAR HOLDINGS INC
+$1.7M
205,903
+10%
增持
CAG
CONAGRA BRANDS
-$1.6M
688,349
+4%
增持
—
EXXON MOBIL CORP COM
-$1.6M
692,111
+0%
增持
MPC
MARATHON PETROLEUM CORP
-$1.6M
87,889
+0%
减持
GD
GENERAL DYNAMICS CORP
-$1.6M
119,333
-0%
增持
NFLX
NETFLIX INC.
+$1.6M
11,817
+12%
增持
—
UNILEVER PLC ADR (TICKER UL)
+$1.6M
116,671
+34%
清仓
—
RITCHIE BROS. AUCTIONEERS INC.
-$1.6M
0
-100%
增持
ECL
ECOLAB INC
+$1.6M
72,792
+0%
增持
ADBE
ADOBE INC
+$1.5M
10,286
+14%
增持
GOOG
ALPHABET INC- CLASS C (non-vot
+$1.5M
89,532
+0%
减持
MKTX
MARKETAXESS HOLDINGS, INC.
-$1.5M
11,411
-1%
减持
CMCSA
COMCAST CORP CLASS A
+$1.5M
423,809
-0%
减持
WMT
WAL MART INC.
+$1.5M
190,515
-1%
增持
GDDY
GODADDY, INC.
+$1.4M
181,825
+16%
增持
BMY
BRISTOL MYERS SQUIBB CO
-$1.4M
264,574
+0%
减持
RSG
REPUBLIC SERVICES INC
+$1.4M
82,289
-1%
增持
IFF
INTERNATIONAL FLAVORS & FRAGRA
+$1.4M
127,785
+34%
减持
—
J P MORGAN CHASE
+$1.4M
90,729
-0%
减持
—
ABSOLUTE SOFTWARE -acq 7/27/23
-$1.3M
50,100
-79%
增持
ILMN
ILLUMINA INC
-$1.3M
29,188
+0%
增持
BWIN
BRP GROUP
+$1.2M
411,290
+17%
