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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 10
增持 60
减持 66
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
VST
VISTRA ENERGY CORP
+$15.9M
152,891
+480%
清仓
—
FERGUSON PLC
-$14.5M
0
-100%
减持
MSFT
MICROSOFT CORP
-$13.5M
595,309
-1%
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
CALX
CALIX, INC
-$12.1M
429,771
-47%
减持
IBM
INT'L BUSINESS MACHINES
+$12.1M
264,891
-1%
减持
BSX
BOSTON SCIENTIFIC CORPORATION
-$11.2M
10,587
-93%
减持
AAPL
APPLE INC
+$11.0M
509,816
-0%
建仓
FERG
FERGUSON ENTERPRISES INC
+$10.7M
53,649
减持
DXCM
DEXCOM INC
-$10.6M
38,317
-67%
减持
QCOM
QUALCOMM INC
-$10.6M
361,933
-0%
增持
TRU
TRANSUNION
+$10.6M
342,300
+1%
清仓
CRWD
CROWDSTRIKE HOLDINGS INC - A
-$10.4M
0
-100%
减持
—
ICON PLC - SPONSORED ADR
-$10.2M
69,052
-28%
清仓
—
PROS HOLDINGS INC
-$9.3M
0
-100%
建仓
DKNG
DRAFTKINGS INC CL A
+$8.7M
223,000
减持
TDC
TERADATA CORPORATION
-$8.6M
29,000
-89%
建仓
CART
MAPLEBEAR INC
+$8.4M
205,000
增持
PGNY
PROGYNY
-$7.8M
976,501
+16%
清仓
NTR
NUTRIEN LTD
-$7.6M
0
-100%
减持
—
HESS CORP
-$7.5M
628,552
-0%
减持
APA
APA CORPORATION
-$7.4M
1,443,704
-1%
增持
NSSC
NAPCO SECURITY TECHNOLOGIES
+$7.3M
237,995
+426%
增持
MSCI
MSCI INC
+$7.2M
68,164
+1%
清仓
—
ANSYS INC
-$7.0M
0
-100%
减持
WMT
WAL MART INC.
+$6.8M
547,720
-1%
减持
MCK
MCKESSON CORP
-$6.7M
3,275
-77%
建仓
PEGA
PEGASYSTEMS INC
+$6.7M
91,505
减持
INTC
INTEL CORP
-$6.7M
418,279
-21%
清仓
CHWY
CHEWY, INC CL A
-$6.7M
0
-100%
增持
SLB
SCHLUMBERGER LTD
-$6.7M
1,539,184
+2%
增持
META
META PLATFORMS (FACEBOOK)
+$6.5M
92,064
+1%
减持
ALL
ALLSTATE CORP
+$6.3M
241,586
-2%
清仓
FIVE
FIVE BELOW, INC.
-$6.0M
0
-100%
减持
COP
CONOCOPHILLIPS
-$6.0M
533,883
-2%
清仓
—
CHAMPIONX CORP
-$6.0M
0
-100%
增持
PYPL
PAYPAL HOLDINGS INC
+$5.9M
280,012
+2%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$5.9M
55,986
+56%
建仓
BRKR
BRUKER CORP
+$5.7M
83,000
减持
—
APTIV PLC
-$5.7M
121,472
-41%
减持
GILD
GILEAD SCIENCES INC
+$5.6M
370,853
-0%
增持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
-$5.5M
361,810
+1%
减持
KMI
KINDER MORGAN INC
+$5.5M
2,663,451
-1%
减持
KO
COCA-COLA
+$5.5M
701,671
-1%
减持
—
KELLANOVA (previously Kellogg)
+$5.5M
240,315
-1%
增持
MRK
MERCK & CO NEW
-$5.5M
548,181
+0%
减持
CLX
CLOROX CO
+$5.4M
217,521
-1%
减持
JNJ
JOHNSON & JOHNSON
+$5.3M
343,854
-0%
增持
EFX
EQUIFAX INC
+$5.0M
48,862
+27%
建仓
INTA
INTAPP INC
+$5.0M
105,445
清仓
FIVN
FIVE9 INC
-$5.0M
0
-100%
增持
SKY
CHAMPION HOMES INC
+$4.8M
175,250
+1%
减持
CSCO
CISCO SYS INC COM
+$4.8M
895,142
-1%
增持
QDEL
QUIDELORTHO CORP
+$4.8M
207,685
+47%
减持
LLY
ELI LILLY & CO COM
-$4.6M
129,940
-2%
增持
—
CRH PLC - SPONS ADR
+$4.6M
239,356
+2%
增持
LULU
LULULEMON ATHLETICA, INC
+$4.5M
59,131
+53%
减持
DV
DoubleVerify
-$4.5M
990,963
-9%
增持
CIEN
CIENA CORPORATION
+$4.4M
320,215
+1%
增持
ABT
ABBOTT LABORATORIES
+$4.3M
383,297
+1%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$4.3M
55,485
+64%
建仓
ADI
ANALOG DEVICES
+$4.2M
18,331
减持
—
ARISTA NETWORKS
-$4.1M
3,785
-76%
减持
GIS
GENERAL MILLS
+$4.1M
392,999
-0%
增持
INSP
INSPIRE MEDICAL SYSTEMS INC
+$4.1M
50,240
+3%
增持
CPAY
CORPAY INC
+$3.9M
37,057
+29%
减持
MTDR
MATADOR RESOURCES
-$3.9M
120,945
-27%
增持
NVO
NOVO-NORDISK A/S-SPONS ADR
-$3.7M
156,211
+0%
减持
—
MEDTRONIC PLC
+$3.7M
329,793
-0%
减持
SHEL
SHELL PLC ADR
-$3.7M
466,167
-2%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$3.6M
31,144
清仓
CELH
CELSIUS HOLDINGS INC
-$3.6M
0
-100%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$3.6M
76,750
+1%
增持
VRT
VERTIV HOLDINGS CO CL A
+$3.5M
141,582
+16%
增持
HUBS
HUBSPOT INC
+$3.4M
15,175
+93%
增持
WT
WISDOMTREE INC
+$3.4M
917,830
+58%
增持
CBRE
CBRE GROUP INC - CL A
+$3.4M
91,478
+2%
减持
EL
ESTEE LAUDER - CLASS A
-$3.4M
17,734
-63%
增持
BIO
BIO RAD LABORATORIES INC CL A
+$3.3M
38,517
+10%
增持
—
AVID BIOSERVICES
+$3.3M
771,700
+1%
减持
—
ON HOLDING AG
-$3.3M
10,900
-89%
增持
CVX
CHEVRON CORP
-$3.3M
457,009
+1%
增持
CAG
CONAGRA BRANDS
+$3.3M
759,142
+1%
减持
AJG
GALLAGHER ARTHUR J & CO
+$3.2M
290,058
-4%
增持
T
A T & T INC
+$3.2M
945,567
+3%
减持
FOUR
SHIFT4 PAYMENTS, INC.
+$3.2M
363,376
-8%
减持
—
KORNIT DIGITAL LTD
+$3.2M
372,205
-15%
增持
STRL
STERLING INFRASTRUCTURE
+$3.1M
59,620
+28%
减持
VZ
VERIZON COMM
+$3.1M
920,693
-1%
减持
NEM
NEWMONT CORPORATION
+$3.1M
274,398
-1%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$3.0M
291,387
+0%
减持
CINF
CINCINNATI FINANCIAL CORP
+$3.0M
174,785
-1%
减持
—
BIOMARIN PHARMACEUTICAL (BMRN)
-$2.9M
500,000
-86%
减持
COST
COSTCO WHOLESALE
+$2.8M
114,952
-1%
增持
CSGP
COSTAR GROUP INC
+$2.8M
318,616
+11%
增持
VEEV
VEEVA SYSTEMS INC CL A
+$2.8M
104,023
+0%
减持
PG
PROCTER & GAMBLE
+$2.8M
374,730
-1%
清仓
—
SOUTHWEST AIRLINES CO (LUV) -
-$2.8M
0
-100%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT E
+$2.7M
15,240
增持
PTLO
PORTILLO'S INC
+$2.7M
715,345
+1%
减持
GOOG
ALPHABET INC- CLASS C (non-vot
-$2.7M
63,890
-12%
减持
WING
WINGSTOP INC
-$2.6M
15,776
-28%
增持
MKTX
MARKETAXESS HOLDINGS, INC.
+$2.6M
45,312
+1%
减持
LPRO
OPEN LENDING CORP - CL A
-$2.6M
918,040
-38%
减持
RTX
RTX CORP
+$2.6M
127,385
-1%
增持
—
ALCON INC
+$2.6M
232,977
+0%
减持
WM
WASTE MANAGEMENT
-$2.5M
339,062
-1%
减持
ILMN
ILLUMINA INC
-$2.5M
21,052
-58%
增持
ICE
INTERCONTINENTAL EXCHANGE INC
+$2.4M
96,568
+1%
增持
PEP
PEPSICO INC.
+$2.4M
405,586
+1%
清仓
DG
DOLLAR GENERAL CORP
-$2.3M
0
-100%
增持
PLMR
PALOMAR HOLDINGS INC
+$2.3M
162,973
+1%
增持
TECH
BIO-TECHE CORPORATION
+$2.2M
235,519
+2%
减持
CFG
CITIZENS FINANCIAL GROUP INC
-$2.2M
416,455
-22%
减持
—
AON PLC
+$2.2M
45,864
-2%
清仓
ALGM
ALLEGRO MICROSYSTEMS INC
-$2.1M
0
-100%
减持
TREX
TREX COMPANY, INC
-$2.1M
116,654
-12%
减持
HALO
HALOZYME THERAPEUTICS, INC
-$2.1M
441,864
-15%
增持
—
LINDE AG
+$2.1M
53,589
+0%
增持
IT
GARTNER INC
+$2.0M
34,652
+0%
增持
BKNG
BOOKING HOLDINGS INC
+$2.0M
5,115
+4%
增持
GEV
GE VERNOVA LLC
+$2.0M
9,291
+310%
增持
—
ASPEN TECH
+$2.0M
46,768
+1%
减持
MCD
MCDONALD'S CORP
+$1.9M
40,479
-1%
减持
SPGI
S&P GLOBAL INC
+$1.9M
40,533
-5%
增持
—
ASML HOLDING NV ORD
+$1.9M
24,765
+35%
减持
MLM
MARTIN MARIETTA MATERIALS INC
-$1.9M
46,632
-6%
增持
PFE
PFIZER
+$1.9M
1,168,315
+2%
减持
APD
AIR PRODUCTS & CHEMICALS INC
+$1.8M
47,415
-0%
减持
—
LIONS GATE ENTERTAINMENT CL B
-$1.8M
980,495
-2%
增持
—
EXXON MOBIL CORP COM
+$1.8M
701,401
+0%
减持
TFC
TRUIST FINANCIAL CORP (TFC)
+$1.8M
751,529
-4%
减持
MTCH
MATCH GROUP INC
+$1.8M
240,740
-0%
增持
PINS
PINTEREST INC CL A
-$1.7M
404,296
+20%
清仓
—
ENVESTNET INC
-$1.7M
0
-100%
减持
DEO
DIAGEO PLC ADR (UK)
+$1.7M
130,681
-1%
增持
PTEN
PATTERSON-UTI ENERGY INC.
+$1.6M
593,320
+112%
增持
STAA
STAAR SURGICAL COMPANY
-$1.6M
164,625
+1%
建仓
PTC
PTC Inc
+$1.6M
9,000
增持
—
UNILEVER PLC ADR (TICKER UL)
+$1.6M
162,948
+0%
减持
NTRA
NATERA, INC
+$1.6M
163,969
-8%
增持
PCOR
PROCORE TECHNOLOGIES
+$1.5M
175,800
+25%
减持
UNH
UNITEDHEALTH GROUP, INC.
+$1.5M
29,097
-4%
增持
KBR
KBR INC
+$1.5M
158,925
+15%
增持
BAX
BAXTER INTL INC
+$1.5M
109,143
+37%
增持
HD
HOME DEPOT INC
+$1.5M
22,494
+1%
减持
FCN
FTI CONSULTING INC.
-$1.4M
41,890
-18%
减持
EMN
EASTMAN CHEMICAL CO
+$1.4M
102,630
-0%
减持
BWIN
BALDWIN INSURANCE GROUP
-$1.4M
265,650
-35%
减持
ABBNY
ABB LTD (SW) (ABBNY)
+$1.3M
545,991
-0%
增持
BP
BP PLC, INC ADR (UK)
-$1.3M
454,980
+5%
