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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 40
减持 90
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
—
MEDTRONIC PLC
-$19.7M
124,886
-62%
减持
LLY
ELI LILLY & CO COM
-$16.6M
127,553
-2%
减持
HALO
HALOZYME THERAPEUTICS, INC
-$15.1M
213,199
-52%
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
CIEN
CIENA CORPORATION
-$13.9M
68,769
-79%
减持
KMI
KINDER MORGAN INC
+$13.7M
2,645,927
-1%
清仓
TMDX
TRANSMEDICS GROUP, INC
-$11.8M
0
-100%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$10.9M
0
-100%
减持
IQV
IQVIA HOLDINGS INC
-$10.0M
66,262
-32%
清仓
MGPI
MGP INGREDIENTS INC
-$9.9M
0
-100%
建仓
—
APTIV PLC
+$9.6M
158,297
增持
AMZN
AMAZON.COM INC
+$9.4M
258,672
+2%
减持
PEP
PEPSICO INC.
-$8.8M
395,510
-2%
减持
IR
INGERSOLL-RAND PLC
-$8.8M
7,825
-92%
清仓
—
APTIV PLC
-$8.7M
0
-100%
减持
MRK
MERCK & CO NEW
-$8.7M
538,489
-2%
减持
APD
AIR PRODUCTS & CHEMICALS INC
-$8.6M
18,886
-60%
减持
MSFT
MICROSOFT CORP
-$8.5M
587,615
-1%
减持
—
ASTRAZENECA PLC - SPONS ADR (U
-$8.5M
299,402
-17%
减持
ROK
ROCKWELL AUTOMATION INCO
-$8.3M
5,602
-85%
减持
AAPL
APPLE INC
+$8.1M
506,583
-1%
建仓
SNOW
SNOWFLAKE, INC
+$7.7M
50,100
减持
PGNY
PROGYNY
-$7.5M
511,931
-48%
建仓
TPG
TPG INC
+$7.4M
118,125
减持
OLED
UNIVERSAL DISPLAY CORP
-$7.4M
85,532
-10%
建仓
—
BOEING A 6 10/15/27 (5.828 cr
+$7.4M
120,000
清仓
STM
STMICOELECTRONICS NV-NY SHS
-$7.3M
0
-100%
减持
TREX
TREX COMPANY, INC
-$7.3M
6,522
-94%
减持
DEO
DIAGEO PLC ADR (UK)
-$7.3M
86,862
-34%
减持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
+$7.2M
355,277
-2%
减持
—
EXXON MOBIL CORP COM
-$7.2M
697,080
-1%
减持
KO
COCA-COLA
-$6.8M
700,107
-0%
减持
ABBNY
ABB LTD (SW) (ABBNY)
-$6.5M
464,932
-15%
减持
FAST
FASTENAL COMPANY
-$6.5M
36,581
-71%
减持
QCOM
QUALCOMM INC
-$6.4M
358,667
-1%
增持
DOW
DOW INC (DOW)
-$6.1M
429,112
+1%
减持
SNN
SMITH & NEPHEW PLC - SPONSORED
-$5.7M
154,254
-50%
减持
TECH
BIO-TECHE CORPORATION
-$5.7M
181,934
-23%
减持
NSRGY
NESTLE S A SPONSORED ADR REPST
-$5.6M
59,950
-43%
减持
VRNS
VARONIS SYSTEMS INC
-$5.5M
405,970
-2%
减持
—
LINDE AG
-$5.4M
48,032
-10%
增持
JNJ
JOHNSON & JOHNSON
-$5.2M
349,105
+2%
减持
NVO
NOVO-NORDISK A/S-SPONS ADR
-$5.2M
155,462
-0%
建仓
ELF
E.L.F BEAUTY INC
+$5.1M
40,900
建仓
NOVT
NOVANTA INC
+$5.1M
33,415
减持
GTLS
CHART INDUSTRIES INC
+$5.1M
78,109
-1%
减持
—
CRH PLC - SPONS ADR
-$5.1M
185,306
-23%
减持
FOUR
SHIFT4 PAYMENTS, INC.
+$5.0M
358,876
-1%
减持
LULU
LULULEMON ATHLETICA, INC
-$4.9M
29,121
-51%
减持
TYL
TYLER TECHNOLOGIES
-$4.9M
18,489
-30%
减持
INTC
INTEL CORP
-$4.8M
249,806
-40%
减持
CSCO
CISCO SYS INC COM
+$4.8M
885,563
-1%
减持
GD
GENERAL DYNAMICS CORP
-$4.8M
113,321
-1%
减持
WMT
WAL MART INC.
+$4.7M
541,634
-1%
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$4.6M
14,760
建仓
TER
TERADYNE INC
+$4.5M
36,000
减持
GPC
GENUINE PARTS CO
-$4.5M
82,592
-18%
减持
—
HESS CORP
-$4.5M
608,249
-3%
增持
NEM
NEWMONT CORPORATION
-$4.4M
276,273
+1%
减持
OLLI
OLLI'S BARGAIN OUTLET HOLDINGS
-$4.3M
64,135
-45%
减持
TRU
TRANSUNION
-$4.2M
340,736
-0%
增持
SLB
SCHLUMBERGER LTD
-$4.2M
1,575,758
+2%
减持
GIS
GENERAL MILLS
-$4.1M
390,355
-1%
增持
VZ
VERIZON COMM
-$4.1M
931,695
+1%
增持
VST
VISTRA ENERGY CORP
+$4.0M
160,673
+5%
减持
NTRA
NATERA, INC
-$4.0M
106,119
-35%
增持
DINO
HF SINCLAIR CORP
+$4.0M
433,155
+72%
减持
BWIN
BALDWIN INSURANCE GROUP
-$3.9M
240,539
-9%
减持
CALX
CALIX, INC
-$3.6M
373,726
-13%
减持
BKNG
BOOKING HOLDINGS INC
+$3.6M
5,063
-1%
减持
—
ALCON INC
-$3.5M
232,958
-0%
增持
—
CYBER-ARK SOFTWARE LTD/ISRAEL
+$3.5M
50,190
+11%
增持
—
J P MORGAN CHASE
+$3.5M
105,297
+2%
建仓
—
PG&E CORP 6, DUE 12/1/27 -cv
+$3.5M
70,000
减持
CNI
CANADIAN NATIONAL RAILWAY CO
-$3.4M
93,998
-15%
增持
NVDA
NVIDIA CORP
+$3.3M
256,830
+0%
增持
—
ASML HOLDING NV ORD
-$3.3M
25,039
+1%
清仓
KRT
KARAT PACKAGING INC
-$3.3M
0
-100%
增持
—
OPTION CARE HEALTH INC
-$3.3M
444,095
+3%
减持
UBER
UBER TECHNOLOGIES
-$3.2M
174,327
-4%
增持
—
UNILEVER PLC ADR (TICKER UL)
+$3.2M
242,399
+49%
增持
COP
CONOCOPHILLIPS
-$3.1M
535,483
+0%
减持
SNY
SANOFI SPONSORED (FR)- trds w/
-$3.1M
234,007
-6%
减持
UNH
UNITEDHEALTH GROUP, INC.
-$3.0M
27,627
-5%
减持
HLNE
HAMILTON LANE INC - CLASS A
-$3.0M
107,698
-4%
减持
SHEL
SHELL PLC ADR
-$3.0M
442,363
-5%
减持
GSK
GSK, INC
-$3.0M
346,293
-4%
增持
MELI
MERCADOLIBRE INC
-$3.0M
13,586
+7%
增持
CEG
CONSTELLATION ENERGY GROUP
+$3.0M
17,282
+394%
减持
PTLO
PORTILLO'S INC
-$3.0M
710,919
-1%
减持
V
VISA INC
+$2.9M
74,761
-1%
增持
PEGA
PEGASYSTEMS INC
+$2.9M
102,730
+12%
增持
BRKR
BRUKER CORP
+$2.8M
145,000
+75%
增持
AVAV
AEROVIRONMENT, INC.
+$2.7M
21,495
+654%
减持
TTD
TRADE DESK INC
-$2.7M
72,279
-29%
建仓
PRMB
PRIMO BRANDS CORP CALSS A
+$2.7M
88,600
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO LT
+$2.7M
152,345
-3%
减持
IFF
INTERNATIONAL FLAVORS & FRAGRA
-$2.7M
71,846
-14%
增持
HUBS
HUBSPOT INC
+$2.7M
15,400
+1%
增持
—
NV5 GLOBAL INC
-$2.6M
559,480
+297%
增持
KMB
KIMBERLY-CLARK CORP
-$2.6M
292,932
+2%
减持
SPGI
S&P GLOBAL INC
-$2.6M
36,824
-9%
减持
IBN
ICICI BANK LTD. - SPON ADR (IN
-$2.5M
282,468
-23%
减持
LYV
LIVE NATION ENTERTAINMENT INC.
-$2.5M
86,000
-31%
增持
PYPL
PAYPAL HOLDINGS INC
+$2.5M
285,058
+2%
增持
RIO
RIO TINTO PLC SPONSORED ADR
-$2.5M
286,375
+6%
减持
CMCSA
COMCAST CORP CLASS A
-$2.5M
428,546
-3%
增持
STRL
STERLING INFRASTRUCTURE
+$2.4M
65,760
+10%
减持
LOVE
THE LOVESAC CO
-$2.4M
289,367
-10%
增持
EGY
VAALCO ENERGY, INC (13D)
-$2.4M
2,786,265
+10%
增持
PINS
PINTEREST INC CL A
+$2.3M
532,296
+32%
减持
COST
COSTCO WHOLESALE
-$2.3M
108,684
-5%
减持
RHHBY
ROCHE HLDS LTD SPONSORED ADR
-$2.3M
91,239
-33%
增持
WMS
ADVANCED DRAINAGE SYSTEMS INC
+$2.3M
150,645
+56%
减持
DV
DoubleVerify
+$2.3M
986,813
-0%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$2.3M
306,517
+5%
清仓
—
PRIMO WATER CORP
-$2.2M
0
-100%
减持
STAA
STAAR SURGICAL COMPANY
-$2.2M
162,725
-1%
减持
WM
WASTE MANAGEMENT
-$2.2M
338,150
-0%
减持
GILD
GILEAD SCIENCES INC
+$2.1M
359,703
-3%
减持
EMN
EASTMAN CHEMICAL CO
-$2.1M
102,480
-0%
减持
PODD
INSULET CORP
-$2.1M
28,125
-31%
减持
BHP
BHP GROUP LIMITED
-$2.1M
136,512
-3%
清仓
CVS
CVS HEALTH CORP
-$2.1M
0
-100%
减持
AVGO
BROADCOM INC (AVGO)
+$2.0M
39,935
-5%
增持
CAG
CONAGRA BRANDS
-$2.0M
818,384
+8%
增持
ADM
ARCHER DANIELS MIDLAND
-$1.9M
223,050
+1%
减持
EMR
EMERSON ELECTRIC CO
+$1.9M
147,287
-1%
减持
CSGP
COSTAR GROUP INC
-$1.8M
310,196
-3%
增持
CART
MAPLEBEAR INC
+$1.8M
245,000
+20%
增持
DXCM
DEXCOM INC
+$1.8M
55,752
+46%
增持
DAVA
ENDAVA PLC - ADR
+$1.7M
287,510
+3%
增持
XYL
XYLEM INC.
-$1.7M
91,798
+0%
减持
TENB
TENABLE HOLDINGS
-$1.7M
185,010
-17%
增持
PFE
PFIZER
-$1.7M
1,210,009
+4%
减持
ECL
ECOLAB INC
-$1.7M
40,183
-7%
减持
PLMR
PALOMAR HOLDINGS INC
-$1.6M
131,108
-20%
增持
EFX
EQUIFAX INC
-$1.6M
50,142
+3%
减持
LPRO
OPEN LENDING CORP - CL A
-$1.6M
679,244
-26%
减持
BAX
BAXTER INTL INC
-$1.6M
88,869
-19%
减持
MTCH
MATCH GROUP INC
-$1.5M
231,231
-4%
减持
AJG
GALLAGHER ARTHUR J & CO
-$1.5M
282,118
-3%
减持
MRVI
MARAVAI LIFE SCIENCES INC
-$1.5M
512,440
-1%
减持
VRT
VERTIV HOLDINGS CO CL A
+$1.5M
137,232
-3%
减持
CP
CANADIAN PACIFIC KANSAS CITY L
-$1.5M
87,813
-4%
增持
GOOG
ALPHABET INC- CLASS C (non-vot
+$1.5M
63,893
+0%
减持
MPC
MARATHON PETROLEUM CORP
-$1.5M
62,866
-0%
增持
ALL
ALLSTATE CORP
+$1.5M
245,285
+2%
清仓
—
ARISTA NETWORKS
-$1.5M
0
-100%
清仓
KMX
CARMAX INC
-$1.4M
0
-100%
减持
CVX
CHEVRON CORP
-$1.4M
454,778
-0%
