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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 9
增持 60
减持 65
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$32.9M
622,943
-2%
清仓
—
SPLUNK INC
-$15.0M
0
-100%
减持
HQY
HEALTHEQUITY INC
-$14.3M
75,326
-71%
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
QCOM
QUALCOMM INC
+$12.4M
368,627
-0%
增持
—
EXXON MOBIL CORP COM
-$11.6M
700,074
+1%
建仓
SKY
SKYLINE CHAMPION CORP
+$11.4M
153,285
增持
VRNS
VARONIS SYSTEMS INC
+$10.7M
486,510
+31%
清仓
ARRY
ARRAY TECHNOLOGIES INC
-$10.5M
0
-100%
减持
COST
COSTCO WHOLESALE
+$10.3M
118,996
-1%
增持
—
CRH PLC - SPONS ADR
+$10.3M
233,600
+119%
清仓
MTZ
MASTEC INC
-$10.1M
0
-100%
减持
AAPL
APPLE INC
+$10.0M
520,738
-1%
建仓
DXCM
DEXCOM INC
+$10.0M
80,275
增持
TRU
TRANSUNION
+$9.9M
328,000
+87%
增持
LYV
LIVE NATION ENTERTAINMENT INC.
+$9.7M
124,837
+430%
减持
SLB
SCHLUMBERGER LTD
-$9.5M
1,428,847
-1%
清仓
—
PARAGON 28 INC
-$9.1M
0
-100%
增持
BRBR
BELLRING BRANDS, INC
+$9.0M
188,480
+445%
增持
—
ICON PLC - SPONSORED ADR
+$9.0M
74,820
+51%
增持
CVX
CHEVRON CORP
-$8.5M
452,716
+0%
增持
VERX
VERTEX
+$8.4M
345,257
+824%
减持
WM
WASTE MANAGEMENT
+$8.3M
348,932
-2%
减持
BSX
BOSTON SCIENTIFIC CORPORATION
-$8.3M
154,541
-53%
清仓
—
BUNGE LTD
-$8.1M
0
-100%
增持
FOUR
SHIFT4 PAYMENTS, INC.
+$8.0M
368,006
+5%
清仓
MXL
MAXLINEAR INC
-$7.7M
0
-100%
减持
INTC
INTEL CORP
+$7.6M
555,778
-3%
增持
PGNY
PROGYNY
+$7.5M
686,064
+30%
建仓
—
BUNGE GLOBAL SA
+$7.5M
73,980
增持
—
CYBER-ARK SOFTWARE LTD/ISRAEL
+$7.4M
45,500
+194%
减持
—
HESS CORP
-$7.1M
646,289
-1%
清仓
GDYN
GRID DYNAMICS HOLDINGS INC
-$6.9M
0
-100%
增持
APA
APA CORPORATION (formerly Apac
-$6.9M
1,404,077
+1%
减持
ALL
ALLSTATE CORP
+$6.8M
249,821
-1%
清仓
—
EVENTBRITE INC-CLASS A
-$6.7M
0
-100%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$6.7M
75,975
+323%
减持
—
EVERI HOLDINGS
-$6.6M
425,018
-51%
建仓
PAYC
PAYCOM SOFTWARE INC
+$6.6M
32,000
增持
NSRGY
NESTLE S A SPONSORED ADR REPST
+$6.5M
83,173
+198%
增持
ABBNY
ABB LTD (SW) (ABBNY)
+$6.4M
553,079
+9%
减持
TFC
TRUIST FINANCIAL CORP (TFC)
+$6.4M
769,438
-0%
建仓
—
MASIMO CORP
+$6.2M
53,000
增持
MKTX
MARKETAXESS HOLDINGS, INC.
+$6.2M
29,329
+160%
减持
GDDY
GODADDY, INC.
-$6.1M
38,239
-72%
增持
EL
ESTEE LAUDER - CLASS A
+$6.1M
88,454
+87%
减持
IBM
INT'L BUSINESS MACHINES
+$6.1M
267,693
-0%
减持
FIVN
FIVE9 INC
-$6.0M
112,615
-51%
减持
MLM
MARTIN MARIETTA MATERIALS INC
+$5.9M
69,774
-1%
增持
TECH
BIO-TECHE CORPORATION
+$5.8M
245,375
+27%
增持
VZ
VERIZON COMM
+$5.6M
916,955
+3%
清仓
FND
FLOOR & DECOR HOLDINGS
-$5.5M
0
-100%
增持
META
META PLATFORMS (FACEBOOK)
+$5.5M
88,756
+3%
减持
CRWD
CROWDSTRIKE HOLDINGS INC - A
+$5.4M
77,078
-10%
减持
AMZN
AMAZON.COM INC
+$5.4M
229,739
-1%
增持
MCK
MCKESSON CORP
+$5.3M
13,850
+433%
增持
PCOR
PROCORE TECHNOLOGIES
+$5.2M
96,200
+328%
增持
PFE
PFIZER
-$5.2M
1,184,258
+0%
增持
—
ASML HOLDING NV ORD
+$5.1M
16,934
+29%
增持
—
ESTABLISHMENT LABS HOLDINGS
-$5.0M
389,160
+26%
增持
GFL
GFL ENVIRONMENTAL INC-SUB VT
+$4.9M
426,897
+38%
减持
NTRA
NATERA, INC
+$4.8M
336,329
-8%
减持
SAM
BOSTON BEER COMPANY CLASS A
-$4.8M
4,632
-72%
增持
WDAY
WORKDAY, INC. CL A
+$4.7M
26,500
+121%
建仓
—
VIPER ENERGY INC
+$4.7M
150,000
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC.
+$4.7M
48,518
减持
EWCZ
EUROPEAN WAX CENTER
-$4.6M
255,623
-49%
增持
—
OPTION CARE HEALTH INC
+$4.6M
347,125
+59%
减持
TSCO
TRACTOR SUPPLY CO
-$4.6M
51,499
-33%
增持
ILMN
ILLUMINA INC
+$4.5M
52,974
+151%
建仓
ULTA
ULTA BEAUTY INC
+$4.4M
9,000
增持
IQV
IQVIA HOLDINGS INC
+$4.2M
119,262
+1%
减持
—
CHAMPIONX CORP
-$4.2M
330,085
-15%
减持
GD
GENERAL DYNAMICS CORP
+$4.2M
117,446
-1%
清仓
—
VIPER ENERGY PARTNERS LP
-$4.2M
0
-100%
增持
—
MEDTRONIC PLC
+$4.2M
290,901
+15%
减持
LLY
ELI LILLY & CO COM
+$4.0M
147,967
-3%
减持
AJG
GALLAGHER ARTHUR J & CO
-$4.0M
311,374
-4%
增持
CNI
CANADIAN NATIONAL RAILWAY CO
+$3.9M
110,616
+20%
清仓
ALNY
ALNYLAM PHARMACEUTICALS, INC.
-$3.9M
0
-100%
增持
CFG
CITIZENS FINANCIAL GROUP INC
+$3.6M
539,730
+1%
减持
—
ARISTA NETWORKS
-$3.6M
25,454
-51%
减持
SNPS
SYNOPSYS, INC
-$3.5M
16,305
-37%
减持
BAX
BAXTER INTL INC
-$3.5M
80,570
-54%
增持
—
SUMMIT MATERIALS, INC - CL A
+$3.5M
473,211
+0%
减持
PRVA
PRIVIA HEALTH GROUP
-$3.5M
218,025
-41%
增持
XYL
XYLEM INC.
+$3.4M
109,882
+9%
清仓
SBAC
SBA COMMUNICATIONS CORPORATION
-$3.3M
0
-100%
增持
KNSL
KINSALE CAPITAL GROUP INC
+$3.2M
29,730
+84%
减持
CSCO
CISCO SYS INC COM
-$3.2M
880,491
-1%
增持
RTX
RTX CORP
+$3.2M
127,418
+22%
减持
FMC
FMC CORP
-$2.9M
20,613
-67%
清仓
—
HORIZON THERAPEUTICS-acq by am
-$2.9M
0
-100%
增持
KMI
KINDER MORGAN INC
+$2.8M
2,631,440
+0%
增持
DOCS
DOXIMITY INC - CL A
+$2.8M
290,000
+16%
减持
RIO
RIO TINTO PLC SPONSORED ADR
+$2.8M
275,977
-1%
减持
MRK
MERCK & CO NEW
+$2.8M
553,321
-1%
减持
MSCI
MSCI INC
+$2.8M
64,076
-2%
增持
EFX
EQUIFAX INC
+$2.8M
38,412
+4%
减持
BIO
BIO RAD LABORATORIES INC CL A
-$2.8M
36,647
-10%
增持
NVDA
NVIDIA CORP
+$2.7M
23,631
+15%
减持
CSGP
COSTAR GROUP INC
+$2.7M
293,874
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG CO LT
+$2.7M
157,296
+0%
增持
SAP
SAP AKTIENGESLLSCHAFT AG ADR (
+$2.6M
71,346
+10%
增持
EW
EDWARDS LIFESCIENCES CORP
+$2.6M
149,001
+18%
减持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
+$2.6M
361,877
-1%
减持
MGM
MGM RESORTS INTERNATIONAL (MGM
-$2.6M
138,370
-42%
减持
ECL
ECOLAB INC
-$2.6M
49,180
-32%
增持
RYAAY
RYANAIR HOLDINGS PLC
+$2.6M
37,486
+50%
清仓
EXLS
EXLSERVICE HOLDINGS INC
-$2.5M
0
-100%
减持
MTDR
MATADOR RESOURCES
-$2.5M
164,990
-18%
增持
STM
STMICOELECTRONICS NV-NY SHS
+$2.5M
178,126
+19%
减持
—
KELLANOVA (previously Kellogg)
-$2.4M
274,249
-8%
增持
—
J P MORGAN CHASE
+$2.4M
91,836
+1%
减持
COP
CONOCOPHILLIPS
-$2.4M
546,210
-1%
减持
—
PGT INNOVATIONS INC
+$2.4M
437,495
-21%
增持
V
VISA INC
+$2.3M
74,167
+0%
减持
HP
HELMERICH & PAYNE INC
-$2.3M
343,895
-2%
增持
SNN
SMITH & NEPHEW PLC - SPONSORED
+$2.3M
245,609
+39%
减持
UBER
UBER TECHNOLOGIES
+$2.3M
184,203
-6%
增持
AME
AMETEK INC.
+$2.3M
130,955
+0%
增持
ROK
ROCKWELL AUTOMATION INCO
+$2.3M
32,038
+19%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC
-$2.2M
0
-100%
减持
GILD
GILEAD SCIENCES INC
+$2.2M
375,325
-0%
减持
BGS
B&G FOODS
-$2.2M
390,465
-39%
减持
FDS
FACTSET RESEARCH SYSTEMS INC
-$2.2M
11,144
-35%
减持
AMAT
APPLIED MATERIALS
-$2.1M
4,477
-78%
增持
DEO
DIAGEO PLC ADR (UK)
+$2.1M
120,763
+16%
建仓
—
BIOMARIN PHARMACEUTICAL (BMRN)
+$2.1M
2,000,000
减持
WHD
CACTUS, INC
-$2.1M
220,555
-8%
增持
NVO
NOVO-NORDISK A/S-SPONS ADR
+$2.0M
155,218
+1%
清仓
—
GUESS INC
-$2.0M
0
-100%
减持
TTD
TRADE DESK INC
-$2.0M
145,878
-9%
减持
—
LIONS GATE ENTERTAINMENT CL B
+$2.0M
895,090
-1%
减持
CLX
CLOROX CO
+$2.0M
224,538
-2%
增持
GTLS
CHART INDUSTRIES INC
-$1.9M
85,420
+6%
增持
ADSK
AUTODESK
+$1.9M
51,584
+0%
减持
OLED
UNIVERSAL DISPLAY CORP
+$1.9M
113,637
-10%
减持
GSK
GSK, INC
-$1.8M
356,674
-14%
减持
LOVE
THE LOVESAC CO
+$1.8M
323,204
-0%
减持
FAST
FASTENAL COMPANY
+$1.7M
172,132
-0%
增持
VEEV
VEEVA SYSTEMS INC CL A
+$1.7M
103,773
+16%
增持
MTCH
MATCH GROUP INC
+$1.7M
244,500
+32%
减持
KVUE
KENVUE, INC
-$1.7M
352,805
-24%
减持
IDXX
IDEXX LABORATORIES INC
+$1.7M
21,630
-8%
减持
TDC
TERADATA CORPORATION
-$1.7M
209,392
-13%
减持
RSG
REPUBLIC SERVICES INC
+$1.6M
80,334
-2%
减持
KO
COCA-COLA
+$1.6M
714,879
-1%
增持
BMY
BRISTOL MYERS SQUIBB CO
-$1.6M
268,143
+1%
减持
DOW
DOW INC (DOW)
+$1.6M
501,933
-0%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$1.5M
36,001
+0%
