KORNITZER CAPITAL MANAGEMENT INC /KS
SHAWNEE MISSION KS · SEC CIK 0000898358
$47.91亿2026Q2 申报市值
548持仓数
23.9%前十大占比 · 第一大 4.0%
84 / 44新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$8,901.07万
LECO 新建仓+$1,256.34万
VIAV 新建仓+$1,020.32万
NET 加仓+$959.49万
SMTC 加仓+$927.53万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1.11亿
VRSK 减仓-$1,556.54万
VRT 减仓-$1,381.20万
VEEV 减仓-$1,242.48万
PCOR 清仓-$1,100.10万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP (REIT) | $55.61万 | 0.01% | 3,400 | 0 | 0.0% | — | 不变 |
| — | CPI AEROSTRUCTURES INC | $56.83万 | 0.01% | 109,500 | -22,000 | -16.7% | -$11.42万 | 减仓 |
| SPCX | SPACEX | $57.02万 | 0.01% | 3,337 | 3,337 | — | $57.02万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO. INC. | $58.42万 | 0.01% | 6,030 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP - CL | $58.53万 | 0.01% | 6,725 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $58.98万 | 0.01% | 2,877 | 155 | 5.7% | $3.18万 | 加仓 |
| KRNT | KORNIT DIGITAL LTD | $61.55万 | 0.01% | 37,874 | -327,482 | -89.6% | -$532.16万 | 减仓 |
| ARGX | ARGENX SE | $62.62万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $63.60万 | 0.01% | 30,329 | -291,527 | -90.6% | -$611.33万 | 减仓 |
| INTC | INTEL CORP | $63.69万 | 0.01% | 4,561 | -33,540 | -88.0% | -$468.32万 | 减仓 |
| ANET | ARISTA NETWORKS | $64.13万 | 0.01% | 3,775 | -1,900 | -33.5% | -$32.28万 | 减仓 |
| EQT | EQT CORPORATION | $64.55万 | 0.01% | 12,140 | -90 | -0.7% | -$4,785 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC | $65.81万 | 0.01% | 70,090 | -7,710 | -9.9% | -$7.24万 | 减仓 |
| AMP | AMERIPRISE FINANCIAL INC. | $66.52万 | 0.01% | 1,450 | 0 | 0.0% | — | 不变 |
| — | CPI CARD GROUP INC | $68.35万 | 0.01% | 32,891 | -1,111 | -3.3% | -$2.31万 | 减仓 |
| — | AIRBUS SE UNSP ADR | $70.48万 | 0.01% | 12,675 | 12,675 | — | $70.48万 | 新建仓 |
| CALX | CALIX, INC | $71.51万 | 0.01% | 19,160 | 6,033 | 46.0% | $22.52万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $73.32万 | 0.02% | 4,084 | -86,701 | -95.5% | -$1,556.54万 | 减仓 |
| YUM | YUM! BRANDS INC | $74.10万 | 0.02% | 4,635 | -1,500 | -24.4% | -$23.98万 | 减仓 |
| BUR | BURFORD CAPITAL LTD (BUR) | $74.13万 | 0.02% | 180,800 | 0 | 0.0% | — | 不变 |
| — | CREXENDO INC | $74.70万 | 0.02% | 100,000 | 100,000 | — | $74.70万 | 新建仓 |
| ORCL | ORACLE CORP | $75.56万 | 0.02% | 5,156 | -936 | -15.4% | -$13.72万 | 减仓 |
| TMUS | T-MOBILE US | $76.54万 | 0.02% | 4,563 | -3,640 | -44.4% | -$61.05万 | 减仓 |
| CHCT | COMMUNITY HEALTHCARE TRUST INC | $76.62万 | 0.02% | 41,913 | -1,414 | -3.3% | -$2.58万 | 减仓 |
| IAU | ISHARES COMEX GOLD TRUST | $78.37万 | 0.02% | 10,379 | 0 | 0.0% | — | 不变 |
| AIOT | POWERFLEET, INC | $78.56万 | 0.02% | 205,127 | -1,787 | -0.9% | -$6,844 | 减仓 |
| LW | LAMB WESTON HOLDINGS INC | $79.78万 | 0.02% | 18,475 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $81.21万 | 0.02% | 19,578 | 19,578 | — | $81.21万 | 新建仓 |
| NUVB | NUVATION BIO INC | $81.25万 | 0.02% | 143,051 | -4,824 | -3.3% | -$2.74万 | 减仓 |
| — | BE SEMICONDUCTOR INDUSTRIES AD | $82.06万 | 0.02% | 2,500 | 2,500 | — | $82.06万 | 新建仓 |
| XLP | CONSUMER STAPLES SPDR FD | $83.07万 | 0.02% | 10,000 | 2,350 | 30.7% | $19.52万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP ADR | $85.81万 | 0.02% | 44,413 | -213 | -0.5% | -$4,115 | 减仓 |
| CSGP | COSTAR GROUP INC | $88.08万 | 0.02% | 31,101 | -176,665 | -85.0% | -$500.32万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $88.29万 | 0.02% | 28,091 | -10,768 | -27.7% | -$33.84万 | 减仓 |
| — | SIMULATIONS PLUS, INC | $88.36万 | 0.02% | 48,258 | -1,287 | -2.6% | -$2.36万 | 减仓 |
| CDRE | CADRE HOLDINGS INC | $88.60万 | 0.02% | 31,076 | -1,047 | -3.3% | -$2.98万 | 减仓 |
| LYTS | LSI INDUSTRIES INC (OHIO) | $88.63万 | 0.02% | 33,345 | -1,124 | -3.3% | -$2.99万 | 减仓 |
| SNPS | SYNOPSYS, INC | $90.24万 | 0.02% | 2,023 | -6,875 | -77.3% | -$306.67万 | 减仓 |
| BAX | BAXTER INTL INC | $90.59万 | 0.02% | 42,489 | -5,035 | -10.6% | -$10.73万 | 减仓 |
| CMP | COMPASS MINERALS INTERNATIONAL | $90.99万 | 0.02% | 29,229 | -11,705 | -28.6% | -$36.44万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $91.22万 | 0.02% | 3,500 | 3,500 | — | $91.22万 | 新建仓 |
| HAYW | HAYWARD HOLDINGS INC | $91.72万 | 0.02% | 52,986 | -1,744 | -3.2% | -$3.02万 | 减仓 |
| AVEX | AEVEX CORP | $91.92万 | 0.02% | 44,000 | 44,000 | — | $91.92万 | 新建仓 |
| WRB | BERKLEY W R CORP | $92.50万 | 0.02% | 13,115 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COMMON | $93.19万 | 0.02% | 15,040 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $93.49万 | 0.02% | 7,924 | -100 | -1.2% | -$1.18万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $94.21万 | 0.02% | 1,475 | -700 | -32.2% | -$44.71万 | 减仓 |
| TJX | TJX COMPANIES INC | $96.34万 | 0.02% | 6,359 | -30 | -0.5% | -$4,545 | 减仓 |
| IIIV | i3 VERTICALS INC - CL A | $96.76万 | 0.02% | 45,298 | -1,528 | -3.3% | -$3.26万 | 减仓 |
| OFRM | ONCE UPON A FARM | $96.84万 | 0.02% | 47,284 | -1,596 | -3.3% | -$3.27万 | 减仓 |
| QGEN | QIAGEN N.V. N72482156 | $97.75万 | 0.02% | 25,000 | 25,000 | — | $97.75万 | 新建仓 |
| PATK | PATRICK INDUSTRIES INC | $97.80万 | 0.02% | 10,893 | -368 | -3.3% | -$3.30万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $99.46万 | 0.02% | 2,025 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $100.72万 | 0.02% | 8,821 | 2,790 | 46.3% | $31.86万 | 加仓 |
| ORLY | O'REILLY AUTOMOTIVE INC | $101.02万 | 0.02% | 10,970 | 0 | 0.0% | — | 不变 |
| — | LEGRAND SA-UNSP ADR | $101.32万 | 0.02% | 30,000 | 30,000 | — | $101.32万 | 新建仓 |
| OMCL | OMNICELL INC | $101.46万 | 0.02% | 24,436 | -823 | -3.3% | -$3.42万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $103.11万 | 0.02% | 122,170 | -4,121 | -3.3% | -$3.48万 | 减仓 |
| BGS | B&G FOODS | $103.91万 | 0.02% | 261,076 | -7,230 | -2.7% | -$2.88万 | 减仓 |
| DEO | DIAGEO PLC ADR (UK) | $104.94万 | 0.02% | 13,055 | -960 | -6.8% | -$7.72万 | 减仓 |
| CECO | CECO ENVIRORNMENTAL CORP. | $105.47万 | 0.02% | 11,623 | -392 | -3.3% | -$3.56万 | 减仓 |
| NTST | NETSTREIT, CORP | $105.65万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| E | ENI S P A (trades w/20bps adr | $106.89万 | 0.02% | 22,810 | 11,075 | 94.4% | $51.90万 | 加仓 |
| TPG | TPG INC | $107.98万 | 0.02% | 26,630 | 26,630 | — | $107.98万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS | $108.54万 | 0.02% | 2,185 | -25 | -1.1% | -$1.24万 | 减仓 |
| WAB | WESTINGHOUSE AIR BRAKE TECH CO | $109.19万 | 0.02% | 4,050 | 0 | 0.0% | — | 不变 |
| ACEL | ACCEL ENTERTAINMENT INC | $110.39万 | 0.02% | 87,540 | -2,952 | -3.3% | -$3.72万 | 减仓 |
| MEC | MAYVILLE ENGINEERING CO INC | $110.83万 | 0.02% | 29,587 | 29,587 | — | $110.83万 | 新建仓 |
| HROW | HARROW INC | $111.76万 | 0.02% | 26,314 | -888 | -3.3% | -$3.77万 | 减仓 |
| RCAT | RED CAT HOLDINGS | $111.83万 | 0.02% | 105,004 | 17,606 | 20.1% | $18.75万 | 加仓 |
| NVO | NOVO-NORDISK A/S-SPONS ADR | $111.98万 | 0.02% | 23,359 | -85,733 | -78.6% | -$411.00万 | 减仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $112.51万 | 0.02% | 38,531 | -1,299 | -3.3% | -$3.79万 | 减仓 |
| WING | WINGSTOP INC | $112.72万 | 0.02% | 6,500 | -12,300 | -65.4% | -$213.29万 | 减仓 |
| DELL | DELL INC | $112.74万 | 0.02% | 2,613 | -2,663 | -50.5% | -$114.90万 | 减仓 |
| SRE | SEMPRA | $113.11万 | 0.02% | 12,200 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $113.96万 | 0.02% | 71,763 | -34,217 | -32.3% | -$54.34万 | 减仓 |
| — | ASM INTERNATIONAL N.V. | $114.39万 | 0.02% | 1,000 | 1,000 | — | $114.39万 | 新建仓 |
| NOG | NORTHERN OIL AND GAS INC | $115.07万 | 0.02% | 63,400 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORPORATION | $115.16万 | 0.02% | 16,300 | -113,970 | -87.5% | -$805.20万 | 减仓 |
| GCMG | GCM GROSVENOR INC - CL A | $115.59万 | 0.02% | 93,979 | -3,169 | -3.3% | -$3.90万 | 减仓 |
| CAT | CATERPILLAR INC | $115.86万 | 0.02% | 1,088 | -25 | -2.2% | -$2.66万 | 减仓 |
| — | BioLife Solutions | $116.77万 | 0.02% | 41,349 | -1,396 | -3.3% | -$3.94万 | 减仓 |
| FTK | FLOTEK INDUSTRIES, INC | $117.42万 | 0.02% | 49,923 | -1,683 | -3.3% | -$3.96万 | 减仓 |
| MDB | MongoDB, INC | $117.56万 | 0.02% | 3,500 | 3,500 | — | $117.56万 | 新建仓 |
| VMC | VULCAN MATERIALS CO | $118.00万 | 0.02% | 4,000 | -15,600 | -79.6% | -$460.22万 | 减仓 |
| LMAT | LEMAITRE VASCULAR | $118.01万 | 0.02% | 12,298 | -416 | -3.3% | -$3.99万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE | $119.40万 | 0.02% | 4,925 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $120.68万 | 0.03% | 4,000 | 4,000 | — | $120.68万 | 新建仓 |
| SYK | STRYKER CORP | $120.77万 | 0.03% | 3,836 | -3,311 | -46.3% | -$104.24万 | 减仓 |
| ATEC | ALPHATEC HOLDINGS INC | $121.10万 | 0.03% | 140,000 | 40,000 | 40.0% | $34.60万 | 加仓 |
| TRV | TRAVELERS COMPANIES, INC | $121.68万 | 0.03% | 3,686 | 120 | 3.4% | $3.96万 | 加仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC - A | $122.10万 | 0.03% | 1,600 | 1,600 | — | $122.10万 | 新建仓 |
| PNC | PNC FINANCIAL SERVICES GROUP | $122.67万 | 0.03% | 4,982 | 641 | 14.8% | $15.78万 | 加仓 |
| TYL | TYLER TECHNOLOGIES | $123.54万 | 0.03% | 4,224 | -31,165 | -88.1% | -$911.45万 | 减仓 |
| TDG | TRANSDIGM GROUP INCORPORATED | $124.15万 | 0.03% | 932 | 0 | 0.0% | — | 不变 |
| FEIM | FREQUENCY ELECTRONICS INC. | $124.70万 | 0.03% | 18,795 | -634 | -3.3% | -$4.21万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL (P | $125.05万 | 0.03% | 6,912 | 360 | 5.5% | $6.51万 | 加仓 |
| MAC | MACERICH CO | $125.95万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| ASIC | ATEGRITY SPECIALTY HOLDINGS | $126.70万 | 0.03% | 52,705 | -1,777 | -3.3% | -$4.27万 | 减仓 |
| CPNG | COUPANG LLC - A | $127.32万 | 0.03% | 73,300 | 73,300 | — | $127.32万 | 新建仓 |