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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 32
减持 84
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$62.5M
560,554
-3%
减持
AAPL
APPLE INC
-$21.2M
432,839
-13%
增持
NVDA
NVIDIA CORP
+$18.4M
295,953
+13%
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
SLB
SCHLUMBERGER LTD
-$17.2M
1,426,897
-9%
减持
—
HESS CORP
-$14.5M
563,728
-3%
增持
VST
VISTRA CORP
+$14.4M
180,475
+3%
减持
META
META PLATFORMS (FACEBOOK)
+$14.2M
89,783
-1%
建仓
COR
CENCORA (FORMERLY AMERISOURCE-
+$13.4M
44,595
清仓
GPN
GLOBAL PAYMENTS INC
-$12.3M
0
-100%
减持
OKTA
OKTA, INC
-$11.4M
4,725
-96%
减持
CVX
CHEVRON CORP
-$11.3M
450,376
-1%
减持
IBM
INT'L BUSINESS MACHINES
+$11.2M
259,647
-1%
减持
UNH
UNITEDHEALTH GROUP, INC.
-$9.7M
15,762
-44%
减持
ELF
E.L.F BEAUTY INC
+$9.6M
179,202
-11%
增持
MLM
MARTIN MARIETTA MATERIALS INC
+$9.3M
48,453
+34%
增持
AMZN
AMAZON.COM INC
+$9.1M
267,999
+3%
减持
COP
CONOCOPHILLIPS
-$8.6M
529,931
-1%
建仓
FICO
FAIR ISAAC CORP
+$8.4M
4,610
减持
—
EXXON MOBIL CORP COM
-$8.3M
694,131
-1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$8.1M
258,560
-2%
清仓
—
THE AZEK COMPANY
-$8.1M
0
-100%
增持
—
BIRKENSTOCK HOLDING PLC
+$8.0M
256,575
+157%
减持
MELI
MERCADOLIBRE INC
+$7.7M
12,127
-1%
增持
AVAV
AEROVIRONMENT, INC.
+$7.6M
40,930
+21%
建仓
MANH
MANHATTAN ASSOCIATES
+$7.5M
38,000
减持
SKY
CHAMPION HOMES INC
-$7.3M
146,654
-16%
建仓
KMX
CARMAX INC
+$7.3M
109,220
减持
ECL
ECOLAB INC
-$7.3M
4,298
-87%
增持
ALNY
ALNYLAM PHARMACEUTICALS, INC.
+$7.0M
23,164
+1058%
减持
TRU
TRANSUNION
-$6.9M
242,364
-29%
减持
BIO
BIO RAD LABORATORIES INC CL A
-$6.8M
10,341
-73%
建仓
LION
LIONSGATE STUDIOS CORP
+$6.8M
1,168,212
减持
CSCO
CISCO SYS INC COM
+$6.8M
891,200
-0%
清仓
—
APTIV PLC
-$6.7M
0
-100%
清仓
—
LIONS GATE ENTERTAINMENT CL B
-$6.6M
0
-100%
建仓
CELH
CELSIUS HOLDINGS INC
+$6.5M
140,845
减持
HALO
HALOZYME THERAPEUTICS, INC
-$6.5M
126,798
-38%
减持
LLY
ELI LILLY & CO COM
-$6.4M
120,600
-1%
建仓
—
MAKEMYTRIP LTC
+$6.4M
65,000
建仓
DDOG
DATADOG, INC
+$6.0M
45,000
建仓
ZS
ZSCALER INC
+$6.0M
19,200
减持
CLX
CLOROX CO
-$6.0M
208,024
-1%
减持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
+$5.9M
351,464
-3%
减持
HLNE
HAMILTON LANE INC - CLASS A
-$5.9M
71,193
-34%
增持
AVGO
BROADCOM INC (AVGO)
+$5.9M
41,823
+24%
增持
RELX
RELX PLC - SPON ADR
+$5.7M
180,000
+125%
建仓
CCC
CCC INTELLIGENT SOLUTIONS
+$5.7M
610,000
建仓
MDB
MongoDB, INC
+$5.7M
27,200
清仓
TPG
TPG INC
-$5.6M
0
-100%
增持
WING
WINGSTOP INC
+$5.5M
22,850
+139%
减持
PTC
PTC Inc
-$5.5M
16,000
-70%
减持
BKNG
BOOKING HOLDINGS INC
+$5.5M
4,670
-0%
减持
CAG
CONAGRA BRANDS
-$5.5M
831,369
-1%
减持
CPAY
CORPAY INC
-$5.3M
22,844
-38%
增持
IT
GARTNER INC
+$5.3M
46,856
+45%
建仓
VVV
VALVOLINE INC
+$5.3M
139,025
减持
PG
PROCTER & GAMBLE
-$5.2M
364,844
-2%
减持
JNJ
JOHNSON & JOHNSON
-$5.2M
349,458
-1%
减持
BRBR
BELLRING BRANDS, INC
-$5.1M
114,250
-27%
增持
—
MONDAY.COM LTD
+$5.0M
36,136
+38%
增持
PEP
PEPSICO INC.
-$4.9M
410,813
+4%
增持
TREX
TREX COMPANY, INC
+$4.9M
97,470
+1394%
增持
KNSL
KINSALE CAPITAL GROUP INC
+$4.9M
37,990
+37%
增持
DXCM
DEXCOM INC
+$4.8M
99,189
+75%
减持
VRNS
VARONIS SYSTEMS INC
-$4.8M
306,835
-39%
减持
CPRT
COPART INC
-$4.8M
316,351
-12%
增持
MRK
MERCK & CO NEW
-$4.7M
538,266
+2%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$4.7M
307,627
-1%
减持
XYL
XYLEM INC.
-$4.6M
35,703
-54%
减持
—
J P MORGAN CHASE
+$4.6M
103,846
-0%
减持
LOVE
THE LOVESAC CO
-$4.6M
35,450
-88%
减持
SNY
SANOFI SPONSORED (FR)- trds w/
-$4.6M
170,000
-26%
减持
STRL
STERLING INFRASTRUCTURE
+$4.5M
57,215
-25%
减持
—
ICON PLC - SPONSORED ADR
-$4.5M
89,137
-11%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$4.4M
54,672
-35%
减持
SHEL
SHELL PLC ADR
-$4.4M
399,941
-10%
建仓
ROST
ROSS STORES INC
+$4.3M
33,875
增持
SNOW
SNOWFLAKE, INC
+$4.3M
51,900
+4%
减持
HP
HELMERICH & PAYNE INC
-$4.3M
372,599
-2%
建仓
WAY
WAYSTAR HOLDINGS
+$4.2M
103,890
减持
WMT
WAL MART INC.
+$4.2M
526,276
-2%
增持
DINO
HF SINCLAIR CORP
+$4.2M
500,978
+1%
减持
KMB
KIMBERLY-CLARK CORP
-$4.2M
289,255
-1%
减持
—
ALCON INC
-$4.2M
202,958
-13%
建仓
BROS
DUTCH BROS INC
+$4.0M
58,620
减持
LGND
LIGAND PHARMACEUTICALS
-$3.9M
91,167
-33%
增持
VCEL
VERICEL CORP
+$3.7M
109,680
+427%
减持
GEV
GE VERNOVA LLC
+$3.7M
16,893
-1%
增持
PCOR
PROCORE TECHNOLOGIES
+$3.6M
222,800
+27%
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO LT
+$3.5M
112,664
-15%
减持
—
KELLANOVA (previously Kellogg)
-$3.5M
205,498
-14%
建仓
—
SHIFT4 PAYMENTS 6 DUE 5/1/28
+$3.5M
30,000
减持
COST
COSTCO WHOLESALE
+$3.4M
98,678
-1%
增持
BOOT
BOOT BARN HOLDINGS INC
+$3.4M
55,240
+19%
减持
MSCI
MSCI INC
-$3.4M
52,016
-12%
减持
PTLO
PORTILLO'S INC
-$3.3M
307,234
-47%
减持
GIS
GENERAL MILLS
-$3.3M
385,535
-1%
减持
EMR
EMERSON ELECTRIC CO
+$3.3M
143,115
-1%
增持
NFLX
NETFLIX INC.
+$3.2M
7,806
+1%
减持
ALL
ALLSTATE CORP
-$3.2M
230,071
-4%
增持
DOW
DOW INC (DOW)
-$3.1M
381,460
+1%
清仓
CODI
COMPASS DIVERSIFIED HOLDINGS
-$3.1M
0
-100%
清仓
SHOO
STEVEN MADDEN, LTD.
-$3.1M
0
-100%
减持
BWIN
BALDWIN INSURANCE GROUP
-$3.1M
179,519
-25%
减持
WM
WASTE MANAGEMENT
-$3.0M
317,026
-3%
清仓
TER
TERADYNE INC
-$3.0M
0
-100%
减持
VERX
VERTEX
-$2.9M
261,817
-25%
建仓
WRBY
WARBY PARKER INC
+$2.9M
130,990
减持
CSGP
COSTAR GROUP INC
-$2.9M
269,856
-13%
清仓
KEYS
KEYSIGHT TECHNOLOGIES, INC
-$2.8M
0
-100%
减持
NEM
NEWMONT CORPORATION
+$2.7M
287,425
-2%
增持
KDP
KEURIG DR PEPPER INC
+$2.5M
158,086
+100%
减持
PYPL
PAYPAL HOLDINGS INC
+$2.5M
280,566
-0%
建仓
PRCT
PROCEPT BIOROBOTICS
+$2.5M
42,735
减持
VZ
VERIZON COMM
-$2.4M
929,027
-1%
减持
PFE
PFIZER
-$2.4M
1,244,650
-3%
减持
CART
MAPLEBEAR INC
-$2.4M
163,000
-33%
减持
ADBE
ADOBE INC
-$2.3M
1,395
-81%
清仓
—
LIONS GATE ENTERTAINMENT CL A
-$2.3M
0
-100%
增持
CEG
CONSTELLATION ENERGY GROUP
+$2.2M
17,845
+1%
增持
EMN
EASTMAN CHEMICAL CO
+$2.1M
148,358
+46%
减持
MTDR
MATADOR RESOURCES
-$2.1M
84,935
-30%
减持
APH
AMPHENOL CP
+$2.0M
97,952
-16%
减持
WMS
ADVANCED DRAINAGE SYSTEMS INC
-$2.0M
134,865
-16%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$1.9M
51,849
-5%
减持
MCD
MCDONALD'S CORP
-$1.9M
37,366
-9%
清仓
COO
THE COOPER COS INC
-$1.9M
0
-100%
建仓
—
QXO INC 5.5 05/15/28 (cr 2.47
+$1.8M
30,000
增持
PEGA
PEGASYSTEMS INC
-$1.8M
119,810
+0%
减持
GD
GENERAL DYNAMICS CORP
+$1.8M
111,513
-1%
减持
TENB
TENABLE HOLDINGS
-$1.8M
139,050
-25%
减持
KHC
KRAFT HEINZ CO
-$1.8M
344,987
-2%
减持
—
OPTION CARE HEALTH INC
-$1.7M
424,495
-4%
减持
KMI
KINDER MORGAN INC
+$1.7M
2,616,002
-1%
减持
GFL
GFL ENVIRONMENTAL INC-SUB VT
-$1.6M
350,000
-12%
增持
BP
BP PLC, INC ADR (UK)
-$1.6M
485,409
+2%
建仓
—
CONSUMER STAPLES SPDR FD
+$1.6M
19,775
减持
UBER
UBER TECHNOLOGIES
+$1.6M
146,267
-12%
减持
RTX
RTX CORP
+$1.6M
125,754
-1%
建仓
AAOI
APPLIED OPTOELECTRONICS, INC
+$1.5M
60,295
清仓
EL
ESTEE LAUDER - CLASS A
-$1.5M
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$1.5M
9,000
增持
HUBS
HUBSPOT INC
+$1.5M
15,000
+25%
减持
RYAAY
RYANAIR HOLDINGS PLC
-$1.5M
43,000
-54%
增持
APA
APA CORPORATION
-$1.5M
1,742,517
+10%
减持
CNI
CANADIAN NATIONAL RAILWAY CO
-$1.5M
73,998
-21%
减持
QCOM
QUALCOMM INC
+$1.4M
347,808
-1%
减持
GDDY
GODADDY, INC.
-$1.4M
30,339
-21%
增持
—
CLEARWATER ANALYTICS HOLDING
-$1.4M
427,950
+7%
减持
TECH
BIO-TECHNE CORPORATION
-$1.4M
187,682
-0%
