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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 25
减持 81
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$60.7M
538,638
+0%
减持
CVX
CHEVRON CORP
+$39.1M
910,008
-7%
减持
APA
APA CORPORATION
+$30.5M
1,792,957
-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
—
EXXON MOBIL CORP COM
+$30.1M
653,550
-3%
建仓
—
ASTRAZENECA PLC
+$29.0M
147,009
清仓
—
ASTRAZENECA PLC - SPONS ADR (U
-$27.0M
0
-100%
减持
COP
CONOCOPHILLIPS
+$19.8M
518,424
-0%
减持
LLY
ELI LILLY & CO COM
-$19.7M
108,463
-2%
减持
KMI
KINDER MORGAN INC
+$14.7M
2,554,090
-1%
增持
QCOM
QUALCOMM INC
-$14.5M
342,357
+0%
减持
IBM
INT'L BUSINESS MACHINES
-$13.7M
251,135
-0%
减持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
-$13.4M
309,733
-5%
减持
COST
COSTCO WHOLESALE
+$11.8M
96,644
-1%
清仓
IT
GARTNER INC
-$11.8M
0
-100%
减持
PYPL
PAYPAL HOLDINGS INC
-$11.7M
77,394
-70%
减持
AJG
GALLAGHER ARTHUR J & CO
-$11.0M
242,349
-1%
清仓
—
CLEARWATER ANALYTICS HOLDING
-$10.4M
0
-100%
增持
EGY
VAALCO ENERGY, INC (13D)
+$9.7M
3,378,835
+5%
增持
VZ
VERIZON COMM
+$9.4M
945,739
+1%
减持
ABT
ABBOTT LABORATORIES
-$9.3M
369,760
-2%
减持
AAPL
APPLE INC
-$9.3M
414,547
-2%
减持
JNJ
JOHNSON & JOHNSON
+$9.2M
326,655
-4%
减持
BKNG
BOOKING HOLDINGS INC
-$8.8M
3,700
-19%
减持
SLB
SLB NV
+$8.6M
1,204,204
-13%
减持
—
JAMES HARDIE INDUSTRIES PLC
-$8.5M
97,200
-81%
减持
NTRA
NATERA, INC
-$8.5M
14,841
-70%
增持
SHEL
SHELL PLC ADR
+$8.3M
417,809
+0%
减持
—
ROYAL CARIBBEAN
-$8.0M
17,126
-62%
清仓
FICO
FAIR ISAAC CORP
-$7.8M
0
-100%
减持
META
META PLATFORMS (FACEBOOK)
-$7.8M
86,607
-0%
增持
ONTO
ONTO INNOVATION
+$7.6M
64,645
+81%
减持
DINO
HF SINCLAIR CORP
+$7.3M
473,012
-2%
清仓
RELX
RELX PLC - SPON ADR
-$7.3M
0
-100%
减持
MRK
MERCK & CO NEW
+$7.3M
544,161
-2%
增持
PFE
PFIZER
+$7.2M
1,357,315
+9%
清仓
GTLS
CHART INDUSTRIES INC
-$7.1M
0
-100%
清仓
PINS
PINTEREST INC CL A
-$6.8M
0
-100%
减持
CSGP
COSTAR GROUP INC
-$6.7M
207,766
-7%
清仓
—
MAKEMYTRIP LTC
-$6.6M
0
-100%
减持
ELF
E.L.F BEAUTY INC
-$6.5M
56,210
-57%
清仓
TCEHY
TENCENT HOLDINGS LIMITED
-$6.5M
0
-100%
清仓
ADMA
ADMA BIOLOGICS INC
-$6.5M
0
-100%
减持
PGNY
PROGYNY
-$6.3M
275,214
-36%
建仓
FND
FLOOR & DECOR HOLDINGS
+$6.3M
123,095
减持
AMZN
AMAZON.COM INC
-$6.1M
255,641
-1%
建仓
—
VIKING HOLDINGS LTD
+$5.9M
80,300
增持
GILD
GILEAD SCIENCES INC
+$5.9M
331,796
+1%
增持
—
LINDE AG
+$5.9M
51,311
+12%
清仓
QDEL
QUIDELORTHO CORP
-$5.9M
0
-100%
增持
DOW
DOW INC (DOW)
+$5.8M
313,302
+2%
增持
GLW
CORNING INC
+$5.7M
112,465
+3%
减持
OLED
UNIVERSAL DISPLAY CORP
-$5.6M
73,837
-30%
建仓
—
STERIS CORP
+$5.5M
24,900
减持
BP
BP PLC, INC ADR (UK)
+$5.5M
459,089
-1%
增持
IQV
IQVIA HOLDINGS INC
+$5.5M
46,200
+336%
减持
RGEN
REPLIGEN CORP
-$5.5M
70,080
-16%
清仓
—
FLUTTER ENTERTAINMENT PLC
-$5.4M
0
-100%
减持
GWW
GRAINGER W W INC
-$5.3M
1,687
-76%
清仓
EXPE
EXPEDIA GROUP, INC
-$5.3M
0
-100%
清仓
HDB
HDFC BANK LTD
-$5.1M
0
-100%
减持
WMT
WAL MART INC.
+$5.1M
495,932
-2%
建仓
FWONK
LIBERTY MEDIA CORP FORMULA ONE
+$5.0M
59,170
减持
AMP
AMERIPRISE FINANCIAL INC.
-$5.0M
1,450
-87%
减持
VST
VISTRA CORP
-$5.0M
103,182
-19%
增持
SLAB
SILICON LABORATORIES INC
+$5.0M
63,010
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG CO LT
+$4.9M
116,562
+3%
清仓
CVLT
COMMVAULT SYS INC
-$4.9M
0
-100%
建仓
ABNB
AIRBNB INC
+$4.9M
38,680
减持
—
OPTION CARE HEALTH INC
-$4.9M
321,856
-24%
建仓
SIMO
SILICON MOTION TECHNOLOGY CORP
+$4.8M
42,985
增持
TSCO
TRACTOR SUPPLY CO
+$4.8M
240,247
+96%
减持
FOUR
SHIFT4 PAYMENTS, INC.
-$4.7M
177,504
-11%
清仓
—
AXON ENTERPRISE INC
-$4.6M
0
-100%
减持
AVAV
AEROVIRONMENT, INC.
-$4.6M
16,464
-48%
清仓
NRG
NRG ENERGY INC
-$4.6M
0
-100%
清仓
—
ICON PLC - SPONSORED ADR
-$4.6M
0
-100%
减持
NVO
NOVO-NORDISK A/S-SPONS ADR
-$4.5M
109,092
-35%
清仓
—
ONESTREAM INC
-$4.5M
0
-100%
清仓
ALNY
ALNYLAM PHARMACEUTICALS, INC.
-$4.4M
0
-100%
减持
PEP
PEPSICO INC.
+$4.3M
407,008
-1%
减持
ROK
ROCKWELL AUTOMATION INCO
-$4.3M
5,404
-66%
建仓
CHWY
CHEWY, INC CL A
+$4.3M
158,300
减持
ADSK
AUTODESK
-$4.2M
17,023
-39%
减持
LYV
LIVE NATION ENTERTAINMENT INC.
-$4.2M
52,700
-39%
清仓
JLL
JONES LANG LASALLE INCORPORATE
-$4.2M
0
-100%
减持
—
ALCON INC
-$4.2M
76,317
-40%
减持
IDXX
IDEXX LABORATORIES INC
-$4.2M
12,719
-24%
建仓
SMTC
SEMTECH CORP
+$4.2M
54,115
清仓
—
PG&E CORP (PCG) - 43.2584 conv
-$4.1M
0
-100%
减持
INTA
INTAPP INC
-$4.1M
69,055
-46%
增持
T
A T & T INC
+$4.1M
934,920
+1%
建仓
HNGE
HINGE HEALTH INC
+$4.1M
105,450
减持
TRU
TRANSUNION
-$4.0M
129,285
-15%
清仓
RDDT
REDDIT, INC
-$3.9M
0
-100%
减持
TECH
BIO-TECHNE CORPORATION
-$3.9M
130,270
-29%
减持
CSTL
CASTLE BIOSCIENCES
-$3.9M
264,396
-1%
增持
MCO
MOODY'S CORPORATION
+$3.9M
13,495
+246%
清仓
SKYT
SKYWATER TECHNOLOGY INC
-$3.9M
0
-100%
减持
SKY
CHAMPION HOMES INC
-$3.9M
114,731
-22%
清仓
ROST
ROSS STORES INC
-$3.8M
0
-100%
减持
RIO
RIO TINTO PLC SPONSORED ADR
+$3.8M
287,629
-0%
建仓
TDY
TELEDYNE INC
+$3.8M
6,245
建仓
SFM
SPROUTS FARMERS MARKET, INC.
+$3.7M
48,458
减持
SU
SUNCOR ENERGY INC
+$3.7M
174,948
-1%
减持
CELH
CELSIUS HOLDINGS INC
-$3.6M
196,011
-15%
减持
CPAY
CORPAY INC
-$3.6M
11,289
-51%
减持
MELI
MERCADOLIBRE INC
-$3.6M
12,151
-0%
减持
MANH
MANHATTAN ASSOCIATES
-$3.5M
23,260
-39%
减持
—
J P MORGAN CHASE
-$3.5M
100,064
-2%
减持
ADM
ARCHER DANIELS MIDLAND
+$3.5M
230,825
-0%
减持
VEEV
VEEVA SYSTEMS INC CL A
-$3.5M
72,046
-0%
建仓
WST
WEST PHARMACEUTICAL SVS INC
+$3.4M
13,668
减持
—
CRH PLC - SPONS ADR
-$3.3M
167,995
-0%
增持
FAST
FASTENAL COMPANY
+$3.3M
169,321
+50%
增持
EMN
EASTMAN CHEMICAL CO
+$3.3M
219,448
+4%
减持
VRNS
VARONIS SYSTEMS INC
-$3.3M
122,139
-32%
减持
COR
CENCORA (FORMERLY AMERISOURCE-
-$3.3M
22,560
-26%
建仓
MIR
MIRION TECHNOLOGIES INC - CL A
+$3.2M
174,665
增持
GIS
GENERAL MILLS
-$3.2M
385,915
+2%
减持
VRSK
VERISK ANALYTICS INC
-$3.2M
90,785
-0%
增持
ON
ON SEMICONDUCTOR CORP
+$3.1M
89,080
+103%
减持
KO
COCA-COLA
+$3.1M
576,225
-1%
增持
NVDA
NVIDIA CORP
+$3.1M
335,118
+13%
减持
HWM
HOWMET AEROSPACE INC
-$3.0M
19,425
-47%
减持
SPGI
S&P GLOBAL INC
-$2.9M
19,000
-10%
减持
SNY
SANOFI SPONSORED (FR)- trds w/
-$2.9M
110,062
-35%
减持
—
ASML HOLDING NV ORD
+$2.9M
19,012
-8%
减持
MPC
MARATHON PETROLEUM CORP
+$2.9M
43,756
-9%
减持
—
AON PLC
-$2.9M
40,050
-11%
减持
UL
UNILEVER PLC ADR (TICKER UL)
-$2.9M
332,133
-0%
建仓
SM
SM ENERGY COMPANY
+$2.9M
92,007
增持
FERG
FERGUSON ENTERPRISES INC
+$2.9M
27,306
+73%
建仓
WCN
WASTE CONNECTIONS INC.
+$2.8M
17,509
减持
SSNC
SS&C TECHNOLOGIES INC
-$2.8M
26,740
-49%
减持
AME
AMETEK INC.
-$2.8M
47,575
-25%
清仓
PTC
PTC Inc
-$2.8M
0
-100%
减持
CIEN
CIENA CORPORATION
+$2.7M
17,855
-1%
减持
FCN
FTI CONSULTING INC.
-$2.7M
25,400
-39%
减持
MORN
MORNINGSTAR INC.
-$2.7M
2,064
-85%
减持
—
BUNGE GLOBAL SA
+$2.6M
69,150
-1%
增持
TYL
TYLER TECHNOLOGIES
+$2.6M
35,389
+68%
减持
MSCI
MSCI INC
-$2.6M
36,723
-6%
减持
WM
WASTE MANAGEMENT
+$2.5M
304,793
-1%
减持
PSX
PHILLIPS 66
+$2.5M
48,264
-1%
减持
MLM
MARTIN MARIETTA MATERIALS INC
-$2.5M
33,745
-6%
增持
BHP
BHP GROUP LIMITED
+$2.5M
169,800
+4%
减持
MOD
MODINE MANUFACTURING
-$2.4M
24,140
-58%
减持
INTU
INTUIT INC
-$2.4M
3,869
-37%
清仓
—
SHIFT4 PAYMENTS 6 DUE 5/1/28
-$2.4M
0
-100%
清仓
CCC
CCC INTELLIGENT SOLUTIONS
-$2.4M
0
-100%
