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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 27
增持 26
减持 77
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
CVX
CHEVRON CORP
+$91.3M
1,003,012
+123%
清仓
—
HESS CORP
-$78.1M
0
-100%
减持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
+$22.6M
347,611
-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。
增持
AAPL
APPLE INC
+$21.6M
433,445
+0%
建仓
HLT
HILTON INC
+$14.6M
56,425
增持
APA
APA CORPORATION
+$13.6M
1,873,041
+7%
清仓
—
NV5 GLOBAL INC
-$12.9M
0
-100%
减持
FOUR
SHIFT4 PAYMENTS, INC.
-$12.8M
249,606
-23%
清仓
—
MONDAY.COM LTD
-$11.4M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$11.1M
347,695
-1%
清仓
—
CYBER-ARK SOFTWARE LTD/ISRAEL
-$10.6M
0
-100%
建仓
RGEN
REPLIGEN CORP
+$10.5M
78,280
减持
FERG
FERGUSON ENTERPRISES INC
-$10.3M
6,300
-88%
建仓
—
JAMES HARDIE INDUSTRIES PLC
+$9.6M
498,525
减持
DV
DoubleVerify
-$9.4M
419,814
-56%
建仓
FIX
COMFORT SYSTEMS USA
+$8.7M
10,600
减持
MKTX
MARKETAXESS HOLDINGS, INC.
-$8.7M
7,874
-83%
减持
NVDA
NVIDIA CORP
+$8.2M
294,497
-0%
建仓
MOD
MODINE MANUFACTURING
+$8.2M
57,370
减持
HUBS
HUBSPOT INC
-$7.9M
1,056
-93%
清仓
KBR
KBR INC
-$7.6M
0
-100%
建仓
—
CARNIVAL CORP CLASS A PAIRED S
+$7.5M
260,300
建仓
CVLT
COMMVAULT SYS INC
+$7.4M
39,190
建仓
RBLX
ROBLOX CORP
+$7.4M
53,250
清仓
CART
MAPLEBEAR INC
-$7.4M
0
-100%
清仓
KMX
CARMAX INC
-$7.3M
0
-100%
建仓
ECG
EVERUS CONSTRUCTION GROUP
+$7.2M
83,485
减持
MSFT
MICROSOFT CORP
+$7.1M
552,049
-2%
减持
ELF
E.L.F BEAUTY INC
-$7.0M
115,647
-35%
减持
NEM
NEWMONT CORPORATION
+$6.8M
279,420
-3%
清仓
BRBR
BELLRING BRANDS, INC
-$6.6M
0
-100%
清仓
—
ROYAL CARIBBEAN CRUISES (RCL)
-$6.3M
0
-100%
减持
WING
WINGSTOP INC
-$6.3M
5,520
-76%
建仓
DORM
DORMAN PRODUCTS INC
+$6.2M
40,065
减持
AJG
GALLAGHER ARTHUR J & CO
-$6.2M
247,099
-4%
减持
INSP
INSPIRE MEDICAL SYSTEMS INC
-$6.1M
5,800
-88%
建仓
HWM
HOWMET AEROSPACE INC
+$6.0M
30,800
减持
LULU
LULULEMON ATHLETICA, INC
-$6.0M
5,079
-83%
减持
PLMR
PALOMAR HOLDINGS INC
-$6.0M
64,843
-26%
建仓
—
AXON ENTERPRISE INC
+$5.9M
8,185
减持
CMCSA
COMCAST CORP CLASS A
-$5.9M
135,897
-52%
清仓
MDB
MongoDB, INC
-$5.7M
0
-100%
建仓
AMP
AMERIPRISE FINANCIAL INC.
+$5.7M
11,535
建仓
—
ROYAL CARIBBEAN
+$5.5M
17,126
建仓
TCEHY
TENCENT HOLDINGS LIMITED
+$5.5M
65,000
清仓
IBP
INSTALLED BUILDING PRODUCTS
-$5.5M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG CO LT
+$5.5M
111,014
-1%
清仓
GDDY
GODADDY, INC.
-$5.5M
0
-100%
减持
DINO
HF SINCLAIR CORP
+$5.4M
496,999
-1%
减持
ICFI
ICF INTL INC
-$5.4M
43,504
-61%
增持
WLDN
WILLDAN GROUP INC
+$5.3M
73,220
+162%
增持
COST
COSTCO WHOLESALE
-$5.2M
99,952
+1%
清仓
FDS
FACTSET RESEARCH SYSTEMS INC
-$5.0M
0
-100%
增持
GWW
GRAINGER W W INC
+$5.0M
7,301
+282%
减持
ABBNY
ABB LTD (SW) (ABBNY)
+$4.9M
400,096
-0%
建仓
PJT
PJT PARTNERS INC
+$4.8M
27,225
减持
GD
GENERAL DYNAMICS CORP
+$4.8M
109,541
-2%
建仓
VNOM
VIPER ENERGY INC
+$4.8M
125,000
清仓
—
VIPER ENERGY INC
-$4.8M
0
-100%
减持
VST
VISTRA CORP
-$4.6M
154,838
-14%
清仓
WST
WEST PHARMACEUTICAL SVS INC
-$4.6M
0
-100%
减持
HLNE
HAMILTON LANE INC - CLASS A
-$4.6M
41,138
-42%
清仓
PD
PAGERDUTY INC
-$4.5M
0
-100%
建仓
—
ONESTREAM INC
+$4.5M
245,605
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$4.5M
0
-100%
建仓
PAY
PAYMENTUS HOLDINGS - A
+$4.5M
145,790
增持
ADMA
ADMA BIOLOGICS INC
+$4.4M
359,985
+652%
增持
GOOG
ALPHABET INC- CLASS C (non-vot
+$4.4M
64,176
+1%
建仓
KAI
KADANT INC
+$4.3M
14,540
建仓
IONQ
IONQ INC
+$4.2M
68,535
建仓
SKYT
SKYWATER TECHNOLOGY INC
+$4.0M
214,560
建仓
TIC
TIC SOLUTIONS
+$3.9M
296,036
减持
GTLS
CHART INDUSTRIES INC
-$3.9M
34,644
-47%
减持
IQV
IQVIA HOLDINGS INC
-$3.9M
26,296
-53%
减持
STRL
STERLING INFRASTRUCTURE
-$3.8M
27,530
-52%
减持
—
ALCON INC
-$3.8M
188,958
-7%
减持
CRM
SALESFORCE INC
-$3.8M
13,268
-48%
清仓
TTD
TRADE DESK INC
-$3.7M
0
-100%
减持
IBM
INT'L BUSINESS MACHINES
-$3.7M
258,111
-1%
减持
MLM
MARTIN MARIETTA MATERIALS INC
+$3.7M
48,068
-1%
增持
PEP
PEPSICO INC.
+$3.7M
412,486
+0%
减持
—
ICON PLC - SPONSORED ADR
-$3.5M
54,137
-39%
减持
CAG
CONAGRA BRANDS
-$3.4M
743,008
-11%
减持
—
ASML HOLDING NV ORD
+$3.4M
20,628
-0%
减持
KO
COCA-COLA
-$3.4M
637,756
-1%
减持
OLLI
OLLIE'S BARGAIN OUTLET HOLDING
-$3.3M
19,055
-57%
建仓
RDDT
REDDIT, INC
+$3.3M
14,325
增持
ALNY
ALNYLAM PHARMACEUTICALS, INC.
+$3.2M
23,689
+2%
减持
—
ESTABLISHMENT LABS HOLDINGS
-$3.2M
177,480
-28%
减持
HEI/A
HEICO CORP CL A
-$3.2M
26,600
-31%
减持
PTLO
PORTILLO'S INC
-$3.1M
69,249
-77%
增持
MRK
MERCK & CO NEW
+$3.1M
545,054
+1%
增持
MELI
MERCADOLIBRE INC
-$3.1M
12,226
+1%
增持
VRSK
VERISK ANALYTICS INC
-$3.1M
77,892
+7%
增持
FAST
FASTENAL COMPANY
+$2.9M
113,598
+77%
减持
GLW
CORNING INC
+$2.9M
117,410
-9%
减持
AME
AMETEK INC.
-$2.8M
75,275
-20%
减持
UPS
UNITED PARCEL SERVICE - CL B
-$2.7M
41,624
-32%
减持
CFG
CITIZENS FINANCIAL GROUP INC
+$2.6M
383,714
-3%
建仓
AGX
ARGAN INC
+$2.6M
9,590
增持
VERX
VERTEX
-$2.6M
268,817
+3%
增持
—
ASTRAZENECA PLC - SPONS ADR (U
+$2.5M
297,777
+2%
增持
KMI
KINDER MORGAN INC
-$2.5M
2,629,750
+1%
减持
BKNG
BOOKING HOLDINGS INC
-$2.5M
4,552
-3%
减持
COP
CONOCOPHILLIPS
+$2.4M
528,598
-0%
增持
AVGO
BROADCOM INC (AVGO)
+$2.4M
42,242
+1%
减持
RTX
RTX CORP
+$2.4M
124,110
-1%
减持
PYPL
PAYPAL HOLDINGS INC
-$2.4M
275,126
-2%
减持
MORN
MORNINGSTAR INC.
-$2.4M
23,276
-6%
建仓
SEI
SOLARIS ENERGY INFRASTRUCTURE
+$2.4M
59,925
减持
WMS
ADVANCED DRAINAGE SYSTEMS INC
-$2.4M
94,480
-30%
减持
HP
HELMERICH & PAYNE INC
+$2.4M
363,399
-2%
增持
WM
WASTE MANAGEMENT
-$2.4M
317,761
+0%
减持
TRU
TRANSUNION
-$2.4M
226,391
-7%
减持
PG
PROCTER & GAMBLE
-$2.4M
362,985
-1%
减持
XYL
XYLEM INC.
-$2.3M
15,483
-57%
增持
ROST
ROSS STORES INC
+$2.3M
43,625
+29%
减持
DXCM
DEXCOM INC
-$2.3M
94,317
-5%
增持
WAY
WAYSTAR HOLDINGS
+$2.3M
172,380
+66%
减持
RIO
RIO TINTO PLC SPONSORED ADR
+$2.3M
297,740
-0%
减持
ALL
ALLSTATE CORP
+$2.2M
226,168
-2%
减持
PODD
INSULET CORP
-$2.2M
18,500
-27%
减持
SNPS
SYNOPSYS, INC
-$2.2M
10,901
-26%
减持
CSGP
COSTAR GROUP INC
-$2.2M
231,626
-14%
清仓
TMCI
TREACE MEDICAL CONCEPTS INC
-$2.1M
0
-100%
减持
—
EXXON MOBIL CORP COM
+$2.1M
682,358
-2%
减持
PGNY
PROGYNY
-$2.1M
426,931
-17%
减持
GEV
GE VERNOVA LLC
-$2.1M
11,171
-34%
减持
WMT
WAL MART INC.
+$2.1M
519,304
-1%
增持
EGY
VAALCO ENERGY, INC (13D)
+$2.0M
3,200,015
+7%
建仓
—
PG&E CORP (PCG) - 43.2584 conv
+$2.0M
2,000,000
清仓
ARWR
ARROWHEAD PHARMACEUTICALS
-$2.0M
0
-100%
减持
META
META PLATFORMS (FACEBOOK)
-$2.0M
87,522
-3%
减持
AMZN
AMAZON.COM INC
-$2.0M
258,717
-3%
减持
MTCH
MATCH GROUP INC
-$2.0M
106,185
-43%
增持
NVO
NOVO-NORDISK A/S-SPONS ADR
-$1.9M
159,045
+2%
减持
CMG
CHIPOTLE MEXICAN GRILL- CLASS
-$1.9M
13,945
-68%
减持
KDP
KEURIG DR PEPPER INC
-$1.9M
128,977
-18%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$1.9M
37,190
-33%
减持
PRVA
PRIVIA HEALTH GROUP
-$1.9M
124,535
-43%
减持
ICE
INTERCONTINENTAL EXCHANGE INC
-$1.9M
48,194
-12%
减持
QCOM
QUALCOMM INC
+$1.9M
344,332
-1%
减持
NFLX
NETFLIX INC.
-$1.8M
7,182
-8%
减持
DAVA
ENDAVA PLC - ADR
-$1.8M
282,815
-1%
减持
—
J P MORGAN CHASE
+$1.7M
100,983
-3%
减持
HALO
HALOZYME THERAPEUTICS, INC
+$1.7M
113,499
-10%
减持
SITM
SITIME CORP
-$1.7M
17,705
-47%
增持
SNOW
SNOWFLAKE, INC
+$1.6M
58,725
+13%
增持
DDOG
DATADOG, INC
+$1.6M
53,900
+20%
增持
—
CLEARWATER ANALYTICS HOLDING
-$1.6M
430,350
+1%
