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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 10
增持 53
减持 74
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$18.8M
637,727
-1%
减持
PANW
PALO ALTO NETWORKS, INC.
-$16.2M
8,669
-88%
增持
DV
DoubleVerify
-$13.7M
1,249,753
+0%
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
AAPL
APPLE INC
-$13.4M
527,335
-1%
减持
SLB
SCHLUMBERGER LTD
+$12.1M
1,438,440
-2%
减持
INSP
INSPIRE MEDICAL SYSTEMS INC
-$10.4M
72,150
-5%
增持
APA
APA CORPORATION (formerly Apac
+$10.2M
1,393,647
+1%
减持
LLY
ELI LILLY & CO COM
+$9.8M
153,154
-1%
清仓
EVH
EVOLENT HEALTH INC CLASS A
-$9.5M
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$9.4M
0
-100%
减持
—
HESS CORP
+$9.4M
655,480
-2%
建仓
KVUE
KENVUE, INC
+$9.3M
462,000
清仓
—
APELLIS PHARMA
-$9.2M
0
-100%
增持
COP
CONOCOPHILLIPS
+$8.9M
549,020
+0%
减持
MTZ
MASTEC INC
-$8.8M
139,699
-13%
清仓
—
NATIONAL INSTRUMENTS CORP
-$8.1M
0
-100%
减持
WM
WASTE MANAGEMENT
-$7.8M
355,414
-1%
减持
PEP
PEPSICO INC.
-$7.7M
406,088
-2%
增持
PTLO
PORTILLO'S INC
+$7.6M
614,230
+631%
增持
—
EXXON MOBIL CORP COM
+$7.4M
694,096
+0%
增持
TMCI
TREACE MEDICAL CONCEPTS INC
-$7.3M
677,733
+7%
建仓
—
OPTION CARE HEALTH INC
+$7.1M
219,000
增持
—
SPLUNK INC
+$7.1M
102,400
+37%
减持
MRK
MERCK & CO NEW
-$6.9M
558,616
-0%
减持
NTRA
NATERA, INC
-$6.9M
367,494
-23%
增持
TDC
TERADATA CORPORATION
+$6.9M
239,392
+228%
减持
WCC
WESCO INTERNATIONAL INC
-$6.8M
43,628
-40%
减持
TRU
TRANSUNION
-$6.7M
175,782
-29%
减持
CLX
CLOROX CO
-$6.5M
229,225
-0%
减持
—
EVERI HOLDINGS
-$6.5M
865,275
-30%
减持
—
GUESS INC
-$6.4M
93,694
-78%
清仓
—
CRH PLC - SPONS ADR
-$6.2M
0
-100%
增持
ROK
ROCKWELL AUTOMATION INCO
+$6.1M
26,910
+454%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
-$6.1M
10,260
-80%
建仓
—
CRH PLC - SPONS ADR
+$5.9M
106,900
增持
ABT
ABBOTT LABORATORIES
+$5.6M
396,851
+32%
增持
CPRT
COPART INC
-$5.6M
482,450
+67%
减持
—
ZUORA INC
-$5.6M
1,164,884
-16%
减持
SITM
SITIME CORP
-$5.3M
33,110
-57%
减持
GIS
GENERAL MILLS
-$5.2M
404,268
-0%
增持
CVX
CHEVRON CORP
+$5.2M
451,016
+0%
减持
VZ
VERIZON COMM
-$5.1M
893,291
-2%
建仓
—
SPOTIFY TECHNOLOGY
+$4.9M
31,400
增持
KMB
KIMBERLY-CLARK CORP
-$4.7M
276,808
+0%
减持
CMG
CHIPOTLE MEXICAN GRILL- CLASS
-$4.6M
769
-73%
减持
FMC
FMC CORP
-$4.3M
62,332
-24%
增持
CIEN
CIENA CORPORATION
+$4.2M
318,545
+25%
增持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
+$4.2M
366,473
+0%
减持
PRVA
PRIVIA HEALTH GROUP
-$4.1M
370,485
-24%
减持
GPN
GLOBAL PAYMENTS INC
-$3.9M
129,776
-32%
清仓
TBT
PROSHARES ULTRASHORT 20 PLUS Y
-$3.9M
0
-100%
增持
IT
GARTNER INC
+$3.9M
28,091
+70%
增持
MXL
MAXLINEAR INC
+$3.8M
346,358
+182%
增持
RTX
RTX CORP
+$3.8M
104,846
+174%
减持
MLM
MARTIN MARIETTA MATERIALS INC
-$3.8M
70,327
-1%
清仓
ADTN
ADTRAN HOLDCO
-$3.8M
0
-100%
清仓
—
CAMBIUM NETWORKS CORPORATION
-$3.7M
0
-100%
减持
FAST
FASTENAL COMPANY
-$3.7M
172,135
-23%
增持
ADSK
AUTODESK
+$3.7M
51,576
+51%
增持
PFE
PFIZER
-$3.7M
1,183,671
+1%
减持
CSGP
COSTAR GROUP INC
-$3.6M
298,924
-0%
减持
SNPS
SYNOPSYS, INC
-$3.6M
26,005
-27%
增持
CAG
CONAGRA BRANDS
-$3.6M
715,020
+4%
减持
JNJ
JOHNSON & JOHNSON
-$3.6M
350,254
-0%
增持
TRNS
TRANSCAT INC
+$3.5M
63,200
+103%
减持
GDDY
GODADDY, INC.
-$3.5M
136,825
-25%
增持
CALX
CALIX, INC
+$3.5M
790,453
+20%
增持
—
AVID BIOSERVICES
-$3.3M
804,760
+3%
增持
ALL
ALLSTATE CORP
+$3.3M
252,490
+11%
增持
LPRO
OPEN LENDING CORP - CL A
-$3.3M
1,528,850
+11%
减持
QCOM
QUALCOMM INC
-$3.2M
368,832
-1%
清仓
OPRX
OptimizeRx Corporation
-$3.2M
0
-100%
增持
PD
PAGERDUTY INC
+$3.2M
296,510
+93%
增持
KO
COCA-COLA
-$3.1M
723,911
+0%
减持
PG
PROCTER & GAMBLE
-$3.0M
379,308
-1%
减持
FIVE
FIVE BELOW, INC.
-$3.0M
55,346
-8%
增持
EFX
EQUIFAX INC
+$2.9M
36,795
+128%
减持
VRSK
VERISK ANALYTICS INC
-$2.9M
89,246
-16%
减持
APH
AMPHENOL CP
-$2.9M
126,349
-21%
增持
NSRGY
NESTLE S A SPONSORED ADR REPST
+$2.8M
27,875
+771%
减持
BGS
B&G FOODS
-$2.8M
635,040
-2%
增持
—
MEDTRONIC PLC
+$2.7M
252,530
+30%
减持
AME
AMETEK INC.
-$2.7M
130,855
-4%
减持
DINO
HF SINCLAIR CORP
+$2.6M
221,570
-1%
减持
COST
COSTCO WHOLESALE
+$2.6M
120,711
-1%
减持
ILMN
ILLUMINA INC
-$2.6M
21,082
-28%
增持
TECH
BIO-TECHE CORPORATION
-$2.6M
192,663
+0%
减持
WING
WINGSTOP INC
-$2.6M
59,236
-10%
建仓
RYAAY
RYANAIR HOLDINGS PLC
+$2.4M
25,000
增持
META
META PLATFORMS (FACEBOOK)
+$2.4M
86,459
+5%
减持
CELH
CELSIUS HOLDINGS INC
-$2.4M
20,835
-48%
减持
—
KELLANOVA (previously Kellogg)
-$2.4M
298,536
-0%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$2.3M
0
-100%
减持
T
A T & T INC
-$2.3M
993,642
-8%
减持
MPC
MARATHON PETROLEUM CORP
+$2.3M
82,872
-6%
减持
EWCZ
EUROPEAN WAX CENTER
-$2.3M
499,573
-10%
减持
SPGI
S&P GLOBAL INC
-$2.2M
62,540
-0%
减持
HP
HELMERICH & PAYNE INC
+$2.2M
350,645
-1%
减持
ABBNY
ABB LTD (SW) (ABBNY)
-$2.2M
505,410
-2%
减持
GLW
CORNING INC
-$2.1M
151,084
-22%
增持
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$2.1M
310,000
+55%
增持
KEYS
KEYSIGHT TECHNOLOGIES, INC
-$2.0M
58,389
+0%
减持
AJG
GALLAGHER ARTHUR J & CO
+$2.0M
324,585
-1%
增持
EXLS
EXLSERVICE HOLDINGS INC
-$2.0M
90,636
+202%
建仓
—
ROYAL CARIBBEAN CRUISES (RCL)
+$2.0M
1,000,000
减持
A
AGILENT TECHNOLOGIES INC
-$1.9M
74,264
-13%
减持
AZTA
AZENTA INC
-$1.9M
120,241
-29%
减持
DG
DOLLAR GENERAL CORP
-$1.9M
24,771
-7%
减持
UPS
UNITED PARCEL SERVICE - CL B
-$1.9M
81,283
-0%
增持
CRWD
CROWDSTRIKE HOLDINGS INC - A
+$1.9M
85,228
+1%
增持
STM
STMICOELECTRONICS NV-NY SHS
+$1.9M
149,526
+63%
增持
HALO
HALOZYME THERAPEUTICS, INC
+$1.9M
451,524
+6%
增持
—
ENDEAVOR GROUP HOLD-CLASS A
-$1.8M
571,076
+4%
减持
MCD
MCDONALD'S CORP
-$1.8M
43,062
-2%
减持
CSCO
CISCO SYS INC COM
+$1.8M
887,291
-0%
建仓
MTD
METTLER-TOLEDO INTERNATIONAL I
+$1.8M
1,602
增持
—
ASML HOLDING NV ORD
-$1.8M
13,173
+0%
增持
GPC
GENUINE PARTS CO
-$1.7M
110,327
+6%
减持
BAX
BAXTER INTL INC
-$1.7M
176,084
-4%
减持
HD
HOME DEPOT INC
-$1.7M
19,818
-20%
增持
EGY
VAALCO ENERGY, INC (13D)
+$1.7M
2,196,895
+4%
增持
—
ICON PLC - SPONSORED ADR
+$1.7M
49,660
+17%
增持
SHEL
SHELL PLC ADR
+$1.6M
401,068
+0%
建仓
—
LIBERTY MEDIA CORP - SER C LIB
+$1.6M
50,016
减持
BMY
BRISTOL MYERS SQUIBB CO
-$1.6M
264,259
-0%
清仓
FICO
FAIR ISAAC CORP
-$1.6M
0
-100%
减持
IFF
INTERNATIONAL FLAVORS & FRAGRA
-$1.6M
126,307
-1%
增持
NVO
NOVO-NORDISK A/S-SPONS ADR
+$1.5M
154,072
+100%
清仓
—
LIBERTY MEDIA CORP FORMULA ONE
-$1.5M
0
-100%
减持
NFLX
NETFLIX INC.
-$1.5M
9,809
-17%
减持
—
ASTRAZENECA PLC - SPONS ADR (U
-$1.5M
308,964
-1%
增持
EL
ESTEE LAUDER - CLASS A
-$1.5M
47,340
+12%
增持
—
CYBER-ARK SOFTWARE LTD/ISRAEL
+$1.4M
15,500
+118%
建仓
BRBR
BELLRING BRANDS, INC
+$1.4M
34,615
增持
KMI
KINDER MORGAN INC
-$1.4M
2,627,948
+1%
减持
—
AON PLC
-$1.4M
41,825
-3%
减持
BP
BP PLC, INC ADR (UK)
+$1.4M
404,505
-0%
减持
—
CERENCE INC (CRNC) - 26.7271 c
-$1.4M
1,610,000
-41%
增持
—
ALCON INC
+$1.3M
226,709
+15%
减持
PSX
PHILLIPS 66
+$1.3M
52,838
-1%
减持
SAM
BOSTON BEER COMPANY CLASS A
+$1.3M
16,360
-1%
增持
CMCSA
COMCAST CORP CLASS A
+$1.3M
425,829
+0%
建仓
FWONA
LIBERTY MEDIA CORP FORMULA ONE
+$1.3M
22,329
减持
ECL
ECOLAB INC
-$1.3M
72,774
-0%
减持
HCA
HCA HEALTHCARE INC
-$1.3M
8,155
-24%
清仓
NDSN
NORDSON CORP
-$1.2M
0
-100%
减持
TDG
TRANSDIGM GROUP INCORPORATED
-$1.2M
2,860
-30%
增持
MYRG
MYR GROUP INC.
+$1.2M
31,890
+42%
减持
RHHBY
ROCHE HLDS LTD SPONSORED ADR
-$1.2M
254,647
-2%
增持
LOVE
THE LOVESAC CO
-$1.2M
323,254
+15%
