KORNITZER CAPITAL MANAGEMENT INC /KS
SHAWNEE MISSION KS · SEC CIK 0000898358
$46.48亿2026Q1 申报市值
505持仓数
24.3%前十大占比 · 第一大 4.3%
43 / 44新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$2,899.31万
NVDA 加仓+$667.69万
FND 新建仓+$625.32万
IQV 加仓+$607.12万
ONTO 加仓+$594.70万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$2,700.69万
CVX 减仓-$1,428.75万
IT 清仓-$1,182.46万
CLEARWATER ANALY 清仓-$1,038.00万
SLB 减仓-$943.58万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | $58.83万 | 0.01% | 2,175 | 2,175 | — | $58.83万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS, INC | $59.48万 | 0.01% | 7,031 | -43,182 | -86.0% | -$365.28万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC. | $61.15万 | 0.01% | 3,150 | 0 | 0.0% | — | 不变 |
| XLP | CONSUMER STAPLES SPDR FD | $62.71万 | 0.01% | 7,650 | 2,375 | 45.0% | $19.47万 | 加仓 |
| VRRM | VERRA MOBILITY CORPORATION | $62.83万 | 0.01% | 43,969 | -2,372 | -5.1% | -$3.39万 | 减仓 |
| NUVB | NUVATION BIO INC | $63.44万 | 0.01% | 147,875 | 147,875 | — | $63.44万 | 新建仓 |
| AIOT | POWERFLEET, INC | $63.73万 | 0.01% | 206,914 | -6,985 | -3.3% | -$2.15万 | 减仓 |
| — | PUBLIC POLICY HOLDING CO INC | $63.94万 | 0.01% | 48,880 | 48,880 | — | $63.94万 | 新建仓 |
| LYTS | LSI INDUSTRIES INC (OHIO) | $64.11万 | 0.01% | 34,469 | 34,469 | — | $64.11万 | 新建仓 |
| CALX | CALIX, INC | $64.31万 | 0.01% | 13,127 | -435 | -3.2% | -$2.13万 | 减仓 |
| AMP | AMERIPRISE FINANCIAL INC. | $64.44万 | 0.01% | 1,450 | -10,085 | -87.4% | -$448.18万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS, INC | $64.60万 | 0.01% | 2,325 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC | $65.74万 | 0.01% | 77,800 | -5,850 | -7.0% | -$4.94万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORPORATION | $66.12万 | 0.01% | 10,537 | 4,000 | 61.2% | $25.10万 | 加仓 |
| ADBE | ADOBE INC | $66.17万 | 0.01% | 2,722 | -110 | -3.9% | -$2.67万 | 减仓 |
| E | ENI S P A (trades w/20bps adr | $66.43万 | 0.01% | 11,735 | 1,860 | 18.8% | $10.53万 | 加仓 |
| KTOS | KRATOS DEFENSE & SECURITY SOLU | $67.10万 | 0.01% | 9,516 | -1,529 | -13.8% | -$10.78万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $67.19万 | 0.01% | 26,442 | 9,369 | 54.9% | $23.81万 | 加仓 |
| MU | MICRON TECHNOLOGY | $68.75万 | 0.01% | 2,035 | 2,035 | — | $68.75万 | 新建仓 |
| CHCT | COMMUNITY HEALTHCARE TRUST INC | $68.85万 | 0.01% | 43,327 | -1,463 | -3.3% | -$2.32万 | 减仓 |
| — | HAYMAKER ACQUISITION CORP 4 | $69.24万 | 0.01% | 60,000 | 60,000 | — | $69.24万 | 新建仓 |
| ANET | ARISTA NETWORKS | $69.68万 | 0.01% | 5,675 | 210 | 3.8% | $2.58万 | 加仓 |
| OUST | OUSTER, INC | $70.44万 | 0.02% | 38,344 | 38,344 | — | $70.44万 | 新建仓 |
| SHOP | SHOPIFY INC | $71.54万 | 0.02% | 6,031 | 0 | 0.0% | — | 不变 |
| CECO | CECO ENVIRORNMENTAL CORP. | $71.59万 | 0.02% | 12,015 | 12,015 | — | $71.59万 | 新建仓 |
| HAYW | HAYWARD HOLDINGS INC | $73.23万 | 0.02% | 54,730 | -1,803 | -3.2% | -$2.41万 | 减仓 |
| EQT | EQT CORPORATION | $77.83万 | 0.02% | 12,230 | -480 | -3.8% | -$3.05万 | 减仓 |
| LW | LAMB WESTON HOLDINGS INC | $78.08万 | 0.02% | 18,475 | -30 | -0.2% | -$1,268 | 减仓 |
| CAT | CATERPILLAR INC | $78.85万 | 0.02% | 1,113 | -13 | -1.2% | -$9,210 | 减仓 |
| BAX | BAXTER INTL INC | $79.84万 | 0.02% | 47,524 | -3,981 | -7.7% | -$6.69万 | 减仓 |
| OFRM | ONCE UPON A FARM | $79.92万 | 0.02% | 48,880 | 48,880 | — | $79.92万 | 新建仓 |
| — | BioLife Solutions | $81.56万 | 0.02% | 42,745 | -1,443 | -3.3% | -$2.75万 | 减仓 |
| BUR | BURFORD CAPITAL LTD (BUR) | $81.72万 | 0.02% | 180,800 | 0 | 0.0% | — | 不变 |
| OMCL | OMNICELL INC | $84.31万 | 0.02% | 25,259 | -852 | -3.3% | -$2.84万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $84.39万 | 0.02% | 2,025 | 575 | 39.7% | $23.96万 | 加仓 |
| GPC | GENUINE PARTS CO | $84.85万 | 0.02% | 8,024 | -16,328 | -67.0% | -$172.67万 | 减仓 |
| STX | SEAGATE TECHNOLOGY | $85.21万 | 0.02% | 2,175 | 0 | 0.0% | — | 不变 |
| FEIM | FREQUENCY ELECTRONICS INC. | $85.99万 | 0.02% | 19,429 | -656 | -3.3% | -$2.90万 | 减仓 |
| DELL | DELL INC | $86.59万 | 0.02% | 5,276 | -380 | -6.7% | -$6.24万 | 减仓 |
| WRB | BERKLEY W R CORP | $86.93万 | 0.02% | 13,115 | -350 | -2.6% | -$2.32万 | 减仓 |
| FTK | FLOTEK INDUSTRIES, INC | $87.58万 | 0.02% | 51,606 | 51,606 | — | $87.58万 | 新建仓 |
| ORCL | ORACLE CORP | $89.62万 | 0.02% | 6,092 | -50 | -0.8% | -$7,355 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $90.02万 | 0.02% | 4,425 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL SERVICES GROUP | $90.33万 | 0.02% | 4,341 | 844 | 24.1% | $17.56万 | 加仓 |
| IAU | ISHARES COMEX GOLD TRUST | $91.50万 | 0.02% | 10,379 | -1,329 | -11.4% | -$11.72万 | 减仓 |
| O | REALTY INCOME CORP COMMON | $92.01万 | 0.02% | 15,040 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMI ADR | $94.02万 | 0.02% | 4,776 | 0 | 0.0% | — | 不变 |
| NTST | NETSTREIT, CORP | $94.15万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $94.50万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| CPB | CAMPBELL'S COMPANY | $94.58万 | 0.02% | 42,470 | 520 | 1.2% | $1.16万 | 加仓 |
| GCMG | GCM GROSVENOR INC - CL A | $95.20万 | 0.02% | 97,148 | -3,279 | -3.3% | -$3.21万 | 减仓 |
| YUM | YUM! BRANDS INC | $95.39万 | 0.02% | 6,135 | -402 | -6.1% | -$6.25万 | 减仓 |
| CMP | COMPASS MINERALS INTERNATIONAL | $95.58万 | 0.02% | 40,934 | -8,715 | -17.6% | -$20.35万 | 减仓 |
| HROW | HARROW INC | $95.91万 | 0.02% | 27,202 | -917 | -3.3% | -$3.23万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $96.21万 | 0.02% | 38,859 | -1,312 | -3.3% | -$3.25万 | 减仓 |
| CDRE | CADRE HOLDINGS INC | $98.55万 | 0.02% | 32,123 | -7,043 | -18.0% | -$21.61万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS | $98.69万 | 0.02% | 2,210 | -35 | -1.6% | -$1.56万 | 减仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $98.73万 | 0.02% | 90,492 | -15,056 | -14.3% | -$16.43万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $100.84万 | 0.02% | 10,181 | 0 | 0.0% | — | 不变 |
| WAB | WESTINGHOUSE AIR BRAKE TECH CO | $101.21万 | 0.02% | 4,050 | 0 | 0.0% | — | 不变 |
| ORLY | O'REILLY AUTOMOTIVE INC | $101.26万 | 0.02% | 10,970 | -900 | -7.6% | -$8.31万 | 减仓 |
| TJX | TJX COMPANIES INC | $102.03万 | 0.02% | 6,389 | 0 | 0.0% | — | 不变 |
| PSTL | POSTAL REALTY TRUST INC - CL A | $102.08万 | 0.02% | 55,000 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTERN | $102.89万 | 0.02% | 21,369 | -722 | -3.3% | -$3.48万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $103.34万 | 0.02% | 3,530 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY | $103.42万 | 0.02% | 6,125 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $103.44万 | 0.02% | 5,343 | -180 | -3.3% | -$3.48万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC. | $103.89万 | 0.02% | 1,228 | 345 | 39.1% | $29.19万 | 加仓 |
| TRV | TRAVELERS COMPANIES, INC | $104.01万 | 0.02% | 3,566 | 80 | 2.3% | $2.33万 | 加仓 |
| TKR | TIMKEN CO | $104.23万 | 0.02% | 10,364 | -500 | -4.6% | -$5.03万 | 减仓 |
| DEO | DIAGEO PLC ADR (UK) | $104.34万 | 0.02% | 14,015 | -2,474 | -15.0% | -$18.42万 | 减仓 |
| IIIV | i3 VERTICALS INC - CL A | $104.70万 | 0.02% | 46,826 | -1,580 | -3.3% | -$3.53万 | 减仓 |
| BA | BOEING CO. | $104.99万 | 0.02% | 5,275 | 300 | 6.0% | $5.97万 | 加仓 |
| PI | IMPINJ INC | $105.02万 | 0.02% | 10,226 | 1,690 | 19.8% | $17.36万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $105.07万 | 0.02% | 126,291 | -4,264 | -3.3% | -$3.55万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE | $105.23万 | 0.02% | 4,925 | -215 | -4.2% | -$4.59万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP ADR | $106.57万 | 0.02% | 44,626 | 1,900 | 4.4% | $4.54万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS | $106.88万 | 0.02% | 42,735 | 0 | 0.0% | — | 不变 |
| ASIC | ATEGRITY SPECIALTY HOLDINGS | $107.71万 | 0.02% | 54,482 | 4,269 | 8.5% | $8.44万 | 加仓 |
| TDG | TRANSDIGM GROUP INCORPORATED | $108.02万 | 0.02% | 932 | -514 | -35.5% | -$59.57万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL (P | $108.33万 | 0.02% | 6,552 | 999 | 18.0% | $16.52万 | 加仓 |
| ATEC | ALPHATEC HOLDINGS INC | $108.80万 | 0.02% | 100,000 | 100,000 | — | $108.80万 | 新建仓 |
| LASR | NLIGHT INC | $110.78万 | 0.02% | 19,429 | -656 | -3.3% | -$3.74万 | 减仓 |
| MAMA | MAMA'S CREATIONS INC | $111.77万 | 0.02% | 72,861 | -2,459 | -3.3% | -$3.77万 | 减仓 |
| ECL | ECOLAB INC | $112.61万 | 0.02% | 4,233 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $113.16万 | 0.02% | 33,146 | -11,343 | -25.5% | -$38.72万 | 减仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $113.28万 | 0.02% | 39,830 | -1,345 | -3.3% | -$3.83万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TRUST | $113.67万 | 0.02% | 90,000 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HOLDINGS | $114.40万 | 0.02% | 87,398 | -13,029 | -13.0% | -$17.05万 | 减仓 |
| HSTM | HEALTHSTREAM INC | $115.89万 | 0.02% | 55,957 | -1,889 | -3.3% | -$3.91万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR | $118.38万 | 0.03% | 34,973 | -1,181 | -3.3% | -$4.00万 | 减仓 |
| SRE | SEMPRA | $118.55万 | 0.03% | 12,200 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC (DD) | $118.78万 | 0.03% | 25,934 | -35 | -0.1% | -$1,603 | 减仓 |
| TATT | TAT TECHNOLOGIES | $120.07万 | 0.03% | 29,553 | -10,618 | -26.4% | -$43.14万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $122.45万 | 0.03% | 6,200 | -8 | -0.1% | -$1,580 | 减仓 |
| ILMN | ILLUMINA INC | $123.10万 | 0.03% | 9,987 | -275 | -2.7% | -$3.39万 | 减仓 |
| PATK | PATRICK INDUSTRIES INC | $125.08万 | 0.03% | 11,261 | -1,392 | -11.0% | -$15.46万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $125.32万 | 0.03% | 20,401 | 5 | 0.0% | $307 | 加仓 |
| LAMR | LAMAR ADVERTISING - A | $126.25万 | 0.03% | 9,968 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $129.05万 | 0.03% | 11,185 | -1,154 | -9.4% | -$13.31万 | 减仓 |