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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 8
增持 58
减持 78
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$22.7M
610,811
-2%
减持
LLY
ELI LILLY & CO COM
+$20.6M
137,397
-7%
清仓
—
PGT INNOVATIONS INC
-$17.8M
0
-100%
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。
清仓
TBBK
THE BANCORP, INC
-$12.7M
0
-100%
减持
AAPL
APPLE INC
-$12.6M
511,087
-2%
增持
META
META PLATFORMS (FACEBOOK)
+$11.8M
89,060
+0%
增持
—
EXXON MOBIL CORP COM
+$11.7M
702,833
+0%
减持
MRK
MERCK & CO NEW
+$11.6M
545,189
-1%
减持
CALX
CALIX, INC
-$11.3M
743,753
-10%
清仓
—
FLEETCOR TECHNOLOGIES, INC
-$11.0M
0
-100%
减持
WM
WASTE MANAGEMENT
+$10.6M
343,072
-2%
减持
DAVA
ENDAVA PLC - ADR
-$9.8M
168,015
-19%
减持
NVDA
NVIDIA CORP
+$9.5M
23,507
-1%
减持
QCOM
QUALCOMM INC
+$8.9M
367,643
-0%
建仓
CPAY
CORPAY INC
+$8.9M
28,787
增持
—
ON HOLDING AG
+$8.4M
245,300
+2596%
减持
SHLS
SHOALS TECHNOLOGIES GROUP
-$8.4M
501,833
-44%
增持
KBR
KBR INC
+$8.2M
137,700
+1287%
减持
ALL
ALLSTATE CORP
+$8.1M
248,888
-0%
减持
COST
COSTCO WHOLESALE
+$8.1M
118,213
-1%
增持
IBM
INT'L BUSINESS MACHINES
+$7.9M
270,858
+1%
减持
—
ESTABLISHMENT LABS HOLDINGS
+$7.8M
351,630
-10%
减持
DV
DoubleVerify
-$7.8M
1,086,813
-13%
减持
AJG
GALLAGHER ARTHUR J & CO
+$6.8M
307,254
-1%
增持
—
ICON PLC - SPONSORED ADR
+$6.6M
82,590
+10%
减持
AMZN
AMAZON.COM INC
+$6.5M
229,641
-0%
增持
COP
CONOCOPHILLIPS
+$6.5M
549,204
+1%
增持
APD
AIR PRODUCTS & CHEMICALS INC
+$6.4M
47,023
+158%
清仓
—
MASIMO CORP
-$6.2M
0
-100%
增持
EGY
VAALCO ENERGY, INC (13D)
+$6.1M
2,283,335
+5%
增持
SAP
SAP AKTIENGESLLSCHAFT AG ADR (
+$6.0M
87,391
+22%
建仓
HEI/A
HEICO CORP CL A
+$5.9M
38,600
减持
NTRA
NATERA, INC
+$5.9M
294,684
-12%
减持
PG
PROCTER & GAMBLE
+$5.9M
377,244
-0%
增持
SHEL
SHELL PLC ADR
+$5.8M
481,726
+20%
减持
SHOO
STEVEN MADDEN, LTD.
-$5.8M
197,657
-41%
增持
PYPL
PAYPAL HOLDINGS INC
+$5.6M
305,716
+26%
减持
EL
ESTEE LAUDER - CLASS A
-$5.5M
48,139
-46%
增持
—
MEDTRONIC PLC
+$5.4M
336,696
+16%
增持
SLB
SCHLUMBERGER LTD
+$5.2M
1,452,407
+2%
减持
KNSL
KINSALE CAPITAL GROUP INC
+$5.2M
28,860
-3%
建仓
—
CLEARWATER ANALYTICS HOLDING
+$5.1M
285,510
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO LT
+$5.0M
157,233
-0%
增持
—
ASML HOLDING NV ORD
+$4.8M
18,167
+7%
清仓
—
EVERI HOLDINGS
-$4.8M
0
-100%
减持
LULU
LULULEMON ATHLETICA, INC
-$4.7M
16,086
-25%
建仓
BOOT
BOOT BARN HOLDINGS INC
+$4.6M
48,415
减持
SPGI
S&P GLOBAL INC
-$4.6M
43,413
-17%
增持
ABT
ABBOTT LABORATORIES
+$4.5M
375,621
+8%
增持
PGNY
PROGYNY
+$4.3M
780,034
+14%
增持
KVUE
KENVUE, INC
+$4.2M
551,215
+56%
减持
EPAM
EPAM SYSTEMS, INC
-$4.2M
17,130
-43%
增持
TRU
TRANSUNION
+$4.2M
334,960
+2%
增持
CVX
CHEVRON CORP
+$4.2M
454,651
+0%
增持
VZ
VERIZON COMM
+$4.2M
923,042
+1%
减持
DOCS
DOXIMITY INC - CL A
-$4.1M
149,924
-48%
增持
WMT
WAL MART INC.
+$4.1M
552,557
+199%
减持
OLED
UNIVERSAL DISPLAY CORP
-$4.0M
105,137
-7%
增持
MELI
MERCADOLIBRE INC
+$4.0M
12,700
+31%
增持
LNTH
LANTHEUS HOLDINGS INC
+$3.9M
79,320
+369%
减持
MPWR
MONOLITHIC POWER SYSTEMS INC
-$3.8M
10,613
-39%
减持
LPRO
OPEN LENDING CORP - CL A
-$3.7M
1,482,850
-3%
减持
CPRT
COPART INC
+$3.6M
407,250
-0%
建仓
ACLS
AXCELIS TECHNOLOGIES INC.
+$3.6M
32,070
增持
—
APTIV PLC
+$3.6M
205,472
+44%
减持
CINF
CINCINNATI FINANCIAL CORP
+$3.6M
177,016
-1%
减持
INTC
INTEL CORP
-$3.5M
552,535
-1%
减持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
+$3.5M
358,265
-1%
增持
SKY
SKYLINE CHAMPION CORP
+$3.4M
174,375
+14%
增持
—
AON PLC
+$3.4M
46,567
+11%
减持
CMRC
BigCommerce HOLDINGS
-$3.4M
719,678
-16%
增持
SNY
SANOFI SPONSORED (FR)- trds w/
+$3.2M
249,037
+40%
减持
MPC
MARATHON PETROLEUM CORP
+$3.1M
72,846
-6%
减持
EXPE
EXPEDIA GROUP, INC
-$3.1M
57,952
-21%
减持
RIO
RIO TINTO PLC SPONSORED ADR
-$3.1M
274,412
-1%
增持
—
J P MORGAN CHASE
+$3.0M
92,870
+1%
减持
GILD
GILEAD SCIENCES INC
-$2.9M
374,883
-0%
增持
—
LINDE AG
+$2.9M
53,851
+0%
增持
FOUR
SHIFT4 PAYMENTS, INC.
-$2.9M
370,706
+1%
减持
ADM
ARCHER DANIELS MIDLAND
-$2.8M
225,335
-4%
增持
—
ALCON INC
+$2.8M
232,958
+9%
减持
TECH
BIO-TECHE CORPORATION
-$2.7M
230,375
-6%
减持
HLNE
HAMILTON LANE INC - CLASS A
-$2.7M
153,963
-13%
增持
KMB
KIMBERLY-CLARK CORP
+$2.6M
287,601
+1%
减持
PAYC
PAYCOM SOFTWARE INC
-$2.6M
20,000
-38%
减持
EW
EDWARDS LIFESCIENCES CORP
-$2.6M
91,500
-39%
增持
—
UNILEVER PLC ADR (TICKER UL)
+$2.6M
163,642
+41%
减持
GD
GENERAL DYNAMICS CORP
+$2.5M
116,905
-0%
增持
—
ASTRAZENECA PLC - SPONS ADR (U
+$2.5M
358,409
+11%
减持
—
NV5 GLOBAL INC
-$2.4M
139,870
-4%
增持
TTD
TRADE DESK INC
+$2.4M
147,928
+1%
增持
DEO
DIAGEO PLC ADR (UK)
+$2.4M
134,594
+11%
减持
TSCO
TRACTOR SUPPLY CO
-$2.3M
33,349
-35%
减持
UBER
UBER TECHNOLOGIES
+$2.3M
177,773
-3%
减持
DOW
DOW INC (DOW)
-$2.3M
435,456
-13%
减持
EMR
EMERSON ELECTRIC CO
+$2.3M
152,902
-1%
减持
ADSK
AUTODESK
-$2.3M
39,423
-24%
建仓
COO
THE COOPER COS INC
+$2.3M
22,600
增持
ICE
INTERCONTINENTAL EXCHANGE INC
+$2.3M
95,103
+13%
减持
MKTX
MARKETAXESS HOLDINGS, INC.
-$2.2M
29,050
-1%
减持
EWCZ
EUROPEAN WAX CENTER
-$2.2M
97,303
-62%
增持
KMI
KINDER MORGAN INC
+$2.2M
2,651,463
+1%
增持
HALO
HALOZYME THERAPEUTICS, INC
+$2.2M
485,234
+2%
减持
MGPI
MGP INGREDIENTS INC
-$2.2M
173,180
-0%
清仓
—
THE COOPER COS INC
-$2.1M
0
-100%
减持
CLX
CLOROX CO
+$2.1M
222,852
-1%
减持
RSG
REPUBLIC SERVICES INC
+$2.1M
80,184
-0%
减持
VRSK
VERISK ANALYTICS INC
-$2.1M
81,686
-8%
减持
GSK
GSK, INC
+$2.0M
356,103
-0%
减持
CLF
CLEVELAND-CLIFFS INC
-$2.0M
131,605
-46%
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$2.0M
75,000
建仓
CC
CHEMOURS CO
+$2.0M
75,779
增持
ULTA
ULTA BEAUTY INC
+$2.0M
12,200
+36%
增持
RTX
RTX CORP
+$2.0M
130,096
+2%
增持
CFG
CITIZENS FINANCIAL GROUP INC
+$2.0M
546,905
+1%
减持
CSGP
COSTAR GROUP INC
+$2.0M
286,076
-3%
减持
HP
HELMERICH & PAYNE INC
+$1.9M
341,665
-1%
减持
PEP
PEPSICO INC.
+$1.9M
401,949
-0%
增持
JBTM
JOHN BEAN TECHNOLOGIES
+$1.9M
93,840
+17%
增持
TFC
TRUIST FINANCIAL CORP (TFC)
+$1.9M
776,746
+1%
减持
GIS
GENERAL MILLS
+$1.9M
399,728
-0%
增持
BSX
BOSTON SCIENTIFIC CORPORATION
+$1.8M
156,566
+1%
增持
STM
STMICOELECTRONICS NV-NY SHS
+$1.7M
246,126
+38%
增持
PCOR
PROCORE TECHNOLOGIES
+$1.7M
101,800
+6%
减持
XYL
XYLEM INC.
+$1.6M
109,833
-0%
增持
—
ENDEAVOR GROUP HOLD-CLASS A
+$1.6M
589,976
+3%
减持
IFF
INTERNATIONAL FLAVORS & FRAGRA
-$1.6M
86,360
-23%
减持
PSX
PHILLIPS 66
+$1.5M
52,450
-1%
减持
BHP
BHP GROUP LIMITED
-$1.5M
131,590
-1%
增持
TDC
TERADATA CORPORATION
+$1.5M
274,942
+31%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$1.5M
281,579
+5%
减持
ICFI
ICF INTL INC
+$1.5M
131,259
-4%
减持
BLDR
BUILDERS FIRSTSOURCE INC
+$1.5M
35,986
-0%
增持
NSRGY
NESTLE S A SPONSORED ADR REPST
+$1.5M
104,638
+26%
减持
AVTR
AVANTOR INC
-$1.5M
336,000
-24%
减持
KO
COCA-COLA
+$1.4M
711,938
-0%
增持
V
VISA INC
+$1.4M
74,174
+0%
减持
—
HESS CORP
+$1.4M
619,494
-4%
减持
IR
INGERSOLL-RAND PLC
+$1.4M
210,389
-12%
减持
—
ARISTA NETWORKS
+$1.4M
25,452
-0%
减持
CMP
COMPASS MINERALS INTERNATIONAL
-$1.3M
103,770
-12%
增持
CRM
SALESFORCE INC
+$1.3M
25,313
+6%
减持
SYY
SYSCO CORP
+$1.3M
198,120
-2%
减持
GPC
GENUINE PARTS CO
+$1.3M
105,205
-3%
增持
HD
HOME DEPOT INC
+$1.3M
21,124
+7%
增持
MCK
MCKESSON CORP
+$1.3M
14,300
+3%
增持
BP
BP PLC, INC ADR (UK)
+$1.2M
412,515
+2%
减持
RHHBY
ROCHE HLDS LTD SPONSORED ADR
-$1.2M
227,748
-3%
减持
VST
VISTRA ENERGY CORP
+$1.2M
39,000
-0%
增持
STAA
STAAR SURGICAL COMPANY
+$1.2M
162,725
+1%
