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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 12
增持 52
减持 75
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$20.1M
511,668
+0%
清仓
—
ENDEAVOR GROUP HOLD-CLASS A
-$15.2M
0
-100%
减持
LLY
ELI LILLY & CO COM
+$12.8M
132,200
-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
MSFT
MICROSOFT CORP
+$12.7M
603,424
-1%
减持
COST
COSTCO WHOLESALE
+$12.5M
116,570
-1%
增持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
+$11.5M
359,894
+0%
减持
IR
INGERSOLL-RAND PLC
-$10.6M
102,764
-51%
建仓
VRT
VERTIV HOLDINGS CO CL A
+$10.6M
122,500
减持
KVUE
KENVUE, INC
-$10.3M
82,085
-85%
减持
QCOM
QUALCOMM INC
+$9.9M
362,373
-1%
清仓
—
ZUORA INC
-$9.7M
0
-100%
增持
NVDA
NVIDIA CORP
+$9.6M
250,015
+964%
减持
CRWD
CROWDSTRIKE HOLDINGS INC - A
-$9.3M
27,178
-56%
建仓
PODD
INSULET CORP
+$9.2M
45,625
建仓
OKTA
OKTA, INC
+$9.0M
95,750
减持
TENB
TENABLE HOLDINGS
-$8.7M
222,380
-40%
减持
INSP
INSPIRE MEDICAL SYSTEMS INC
-$8.7M
48,890
-31%
清仓
AVTR
AVANTOR INC
-$8.6M
0
-100%
增持
SLB
SCHLUMBERGER LTD
-$8.4M
1,509,680
+4%
减持
INTC
INTEL CORP
-$7.9M
532,554
-4%
减持
NTRA
NATERA, INC
-$7.7M
177,384
-40%
减持
COP
CONOCOPHILLIPS
-$7.7M
543,669
-1%
增持
HALO
HALOZYME THERAPEUTICS, INC
+$7.6M
522,734
+8%
减持
MLM
MARTIN MARIETTA MATERIALS INC
-$7.6M
49,849
-12%
建仓
WST
WEST PHARMACEUTICAL SVS INC
+$6.9M
21,000
减持
—
ESTABLISHMENT LABS HOLDINGS
-$6.9M
242,385
-31%
增持
APA
APA CORPORATION
-$6.6M
1,451,439
+1%
减持
IQV
IQVIA HOLDINGS INC
-$6.5M
111,762
-6%
增持
CSGP
COSTAR GROUP INC
-$6.4M
286,326
+0%
清仓
ULTA
ULTA BEAUTY INC
-$6.4M
0
-100%
减持
MGPI
MGP INGREDIENTS INC
-$6.1M
118,481
-32%
增持
NEM
NEWMONT CORPORATION
+$6.1M
276,008
+80%
增持
TSM
TAIWAN SEMICONDUCTOR MFG CO LT
+$6.0M
157,667
+0%
减持
—
CHAMPIONX CORP
-$5.9M
179,325
-46%
增持
CHWY
CHEWY, INC CL A
+$5.8M
245,000
+322%
建仓
WT
WISDOMTREE INC
+$5.7M
580,030
增持
PGNY
PROGYNY
-$5.6M
843,829
+8%
清仓
SHLS
SHOALS TECHNOLOGIES GROUP
-$5.6M
0
-100%
建仓
STRL
STERLING INFRASTRUCTURE
+$5.5M
46,505
减持
TMCI
TREACE MEDICAL CONCEPTS INC
-$5.3M
526,918
-22%
增持
LULU
LULULEMON ATHLETICA, INC
+$5.3M
38,723
+141%
减持
IBM
INT'L BUSINESS MACHINES
-$5.2M
268,915
-1%
减持
MGM
MGM RESORTS INTERNATIONAL (MGM
-$5.2M
30,500
-78%
减持
GTLS
CHART INDUSTRIES INC
-$5.1M
62,040
-27%
减持
—
THE AZEK COMPANY
-$5.1M
238,770
-21%
增持
VEEV
VEEVA SYSTEMS INC CL A
-$5.0M
103,988
+0%
减持
—
ON HOLDING AG
-$4.9M
98,400
-60%
增持
AMZN
AMAZON.COM INC
+$4.8M
239,233
+4%
减持
GPN
GLOBAL PAYMENTS INC
-$4.8M
129,668
-0%
减持
ABBNY
ABB LTD (SW) (ABBNY)
+$4.8M
547,291
-1%
清仓
EPAM
EPAM SYSTEMS, INC
-$4.7M
0
-100%
增持
KMI
KINDER MORGAN INC
+$4.7M
2,683,865
+1%
减持
FWRG
FIRST WATCH RESTAURANT GROUP
-$4.7M
477,637
-10%
减持
JNJ
JOHNSON & JOHNSON
-$4.7M
344,918
-1%
减持
TMDX
TRANSMEDICS GROUP, INC
+$4.5M
75,006
-18%
减持
PYPL
PAYPAL HOLDINGS INC
-$4.5M
274,726
-10%
清仓
AZTA
AZENTA INC
-$4.5M
0
-100%
增持
FOUR
SHIFT4 PAYMENTS, INC.
+$4.5M
395,551
+7%
减持
KNSL
KINSALE CAPITAL GROUP INC
-$4.5M
27,690
-4%
减持
EXPE
EXPEDIA GROUP, INC
-$4.5M
27,952
-52%
减持
CMRC
BigCommerce HOLDINGS
-$4.3M
85,500
-88%
增持
MRK
MERCK & CO NEW
-$4.2M
546,890
+0%
增持
WMT
WAL MART INC.
+$4.2M
552,616
+0%
减持
CPRT
COPART INC
-$4.2M
358,625
-12%
减持
PLMR
PALOMAR HOLDINGS INC
-$4.1M
161,673
-21%
减持
WCC
WESCO INTERNATIONAL INC
-$4.1M
19,855
-53%
减持
CLX
CLOROX CO
-$4.1M
219,784
-1%
建仓
SITE
SITEONE LANDSCAPE SUPPLY INC
+$4.1M
33,900
增持
CALX
CALIX, INC
+$4.1M
812,053
+9%
清仓
DOCS
DOXIMITY INC - CL A
-$4.0M
0
-100%
清仓
PAYC
PAYCOM SOFTWARE INC
-$4.0M
0
-100%
增持
APH
AMPHENOL CP
-$3.9M
132,001
+19%
增持
HUBS
HUBSPOT INC
+$3.9M
7,850
+554%
增持
IT
GARTNER INC
+$3.8M
34,606
+41%
增持
PEP
PEPSICO INC.
-$3.8M
403,483
+0%
减持
MPC
MARATHON PETROLEUM CORP
-$3.8M
62,831
-14%
增持
—
ASTRAZENECA PLC - SPONS ADR (U
+$3.7M
359,281
+0%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC.
-$3.7M
6,120
-87%
减持
ALL
ALLSTATE CORP
-$3.5M
247,526
-1%
增持
TREX
TREX COMPANY, INC
-$3.4M
133,209
+0%
减持
FAST
FASTENAL COMPANY
-$3.3M
127,197
-13%
减持
DEO
DIAGEO PLC ADR (UK)
-$3.3M
132,366
-2%
减持
—
MEDTRONIC PLC
-$3.3M
330,572
-2%
增持
ABT
ABBOTT LABORATORIES
-$3.3M
378,955
+1%
增持
MSCI
MSCI INC
-$3.3M
67,538
+6%
减持
PTLO
PORTILLO'S INC
-$3.3M
710,920
-1%
增持
ACLS
AXCELIS TECHNOLOGIES INC.
+$3.3M
48,270
+51%
建仓
ESE
ESCO TECHNOLOGIES, INC
+$3.2M
30,865
增持
BMY
BRISTOL MYERS SQUIBB CO
-$3.2M
290,347
+3%
减持
OLED
UNIVERSAL DISPLAY CORP
+$3.1M
99,007
-6%
减持
OABI
OmniAb Inc
-$3.1M
944,970
-23%
减持
GIS
GENERAL MILLS
-$3.0M
394,460
-1%
增持
META
META PLATFORMS (FACEBOOK)
+$2.9M
91,579
+3%
建仓
PTEN
PATTERSON-UTI ENERGY INC.
+$2.9M
280,515
减持
—
SPOTIFY TECHNOLOGY
-$2.9M
17,200
-45%
增持
BOOT
BOOT BARN HOLDINGS INC
+$2.9M
58,015
+20%
增持
KMB
KIMBERLY-CLARK CORP
+$2.9M
289,881
+1%
减持
VRSK
VERISK ANALYTICS INC
+$2.7M
81,587
-0%
建仓
—
MIRUM PHARMACEUTICALS (MIRM) -
+$2.7M
2,000,000
增持
MKTX
MARKETAXESS HOLDINGS, INC.
+$2.6M
44,974
+55%
减持
RHHBY
ROCHE HLDS LTD SPONSORED ADR
-$2.6M
135,125
-41%
增持
—
CRH PLC - SPONS ADR
-$2.5M
235,261
+1%
增持
BIO
BIO RAD LABORATORIES INC CL A
-$2.5M
34,953
+0%
减持
DOW
DOW INC (DOW)
-$2.5M
428,649
-2%
增持
HDB
HDFC BANK LTD
+$2.4M
85,000
+55%
增持
—
CLEARWATER ANALYTICS HOLDING
+$2.4M
401,365
+41%
增持
NVO
NOVO-NORDISK A/S-SPONS ADR
+$2.4M
156,165
+1%
建仓
NSSC
NAPCO SECURITY TECHNOLOGIES
+$2.3M
45,205
增持
EL
ESTEE LAUDER - CLASS A
-$2.3M
48,174
+0%
减持
SYY
SYSCO CORP
-$2.3M
193,292
-2%
增持
—
ICON PLC - SPONSORED ADR
+$2.3M
95,753
+16%
减持
ILMN
ILLUMINA INC
-$2.2M
50,432
-8%
减持
QDEL
QUIDELORTHO CORP
-$2.2M
141,605
-2%
增持
—
J P MORGAN CHASE
+$2.1M
102,587
+10%
减持
HP
HELMERICH & PAYNE INC
-$2.1M
338,575
-1%
减持
SHEL
SHELL PLC ADR
+$2.1M
476,743
-1%
增持
DXCM
DEXCOM INC
+$2.1M
116,485
+45%
增持
WDAY
WORKDAY, INC. CL A
+$2.1M
38,010
+62%
增持
AVGO
BROADCOM INC (AVGO)
+$2.1M
3,978
+22%
减持
GPC
GENUINE PARTS CO
-$2.0M
103,204
-2%
减持
GILD
GILEAD SCIENCES INC
-$2.0M
370,878
-1%
增持
AME
AMETEK INC.
-$2.0M
122,530
+0%
增持
—
AON PLC
-$1.8M
46,689
+0%
减持
MAR
MARRIOTT INTERNATIONAL CLASS A
-$1.8M
33,229
-15%
减持
—
ARISTA NETWORKS
-$1.8M
15,888
-38%
建仓
CRGY
CRESCENT ENERGY COMPANY
+$1.8M
150,000
增持
—
HESS CORP
-$1.7M
629,368
+2%
减持
MTCH
MATCH GROUP INC
-$1.6M
241,537
-2%
减持
GSK
GSK, INC
-$1.6M
354,688
-0%
减持
DINO
HF SINCLAIR CORP
-$1.6M
214,635
-1%
减持
WING
WINGSTOP INC
-$1.6M
21,761
-26%
减持
XYL
XYLEM INC.
-$1.6M
93,068
-15%
增持
CMCSA
COMCAST CORP CLASS A
-$1.6M
444,993
+2%
增持
T
A T & T INC
+$1.6M
920,065
+1%
清仓
—
CERENCE INC (CRNC) - 26.7271 c
-$1.6M
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO
+$1.5M
302,226
-2%
减持
—
LINDE AG
-$1.5M
53,536
-1%
减持
CNI
CANADIAN NATIONAL RAILWAY CO
-$1.5M
110,601
-0%
增持
TRU
TRANSUNION
-$1.5M
340,565
+2%
减持
BKNG
BOOKING HOLDINGS INC
+$1.5M
4,936
-1%
减持
TTD
TRADE DESK INC
-$1.4M
118,078
-20%
减持
KO
COCA-COLA
+$1.4M
706,210
-1%
减持
MCD
MCDONALD'S CORP
-$1.4M
40,737
-2%
增持
BSX
BOSTON SCIENTIFIC CORPORATION
+$1.3M
156,691
+0%
增持
KHC
KRAFT HEINZ CO
-$1.3M
292,747
+1%
减持
V
VISA INC
-$1.3M
73,945
-0%
减持
BGS
B&G FOODS
-$1.3M
360,015
-2%
减持
MA
MASTERCARD INC-CLASS A
-$1.3M
22,072
-3%
减持
UPS
UNITED PARCEL SERVICE - CL B
-$1.3M
77,341
-3%
清仓
EWCZ
EUROPEAN WAX CENTER
-$1.3M
0
-100%
