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 |
|---|---|---|---|---|---|---|---|---|
| BGS | B&G FOODS | $129.06万 | 0.03% | 268,306 | -7,520 | -2.7% | -$3.62万 | 减仓 |
| GGG | GRACO INC | $129.51万 | 0.03% | 15,300 | 15,300 | — | $129.51万 | 新建仓 |
| P | PURE STORAGE, INC | $129.89万 | 0.03% | 22,000 | 22,000 | — | $129.89万 | 新建仓 |
| BLK | BLACKROCK INC | $130.22万 | 0.03% | 1,354 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10 YR TREASURY BOND | $130.88万 | 0.03% | 13,713 | 573 | 4.4% | $5.47万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GR-A | $134.83万 | 0.03% | 34,002 | -1,147 | -3.3% | -$4.55万 | 减仓 |
| EQIX | EQUINIX INC | $138.41万 | 0.03% | 1,412 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR | $138.80万 | 0.03% | 12,714 | -430 | -3.3% | -$4.69万 | 减仓 |
| DOV | DOVER CORP | $139.37万 | 0.03% | 6,686 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL | $139.97万 | 0.03% | 12,943 | 10,934 | 544.3% | $118.24万 | 加仓 |
| PSA | PUBLIC STORAGE | $140.86万 | 0.03% | 5,200 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP CLASS A PAIRED S | $142.28万 | 0.03% | 54,975 | -2,025 | -3.6% | -$5.24万 | 减仓 |
| VTRS | VIATRIS INC | $143.18万 | 0.03% | 105,980 | -11,197 | -9.6% | -$15.13万 | 减仓 |
| MMM | 3M CO | $143.56万 | 0.03% | 9,885 | -500 | -4.8% | -$7.26万 | 减仓 |
| BMI | BADGER METER, INC | $144.73万 | 0.03% | 9,500 | 9,500 | — | $144.73万 | 新建仓 |
| PCG | PG & E CORP | $145.13万 | 0.03% | 82,600 | 0 | 0.0% | — | 不变 |
| TLT | I-SHARES BARCLAYS 20 YR TREAS | $155.86万 | 0.03% | 17,979 | 651 | 3.8% | $5.64万 | 加仓 |
| WELL | WELLTOWER INC | $156.19万 | 0.03% | 7,900 | -10,000 | -55.9% | -$197.71万 | 减仓 |
| XMTR | XOMETRY INC - CL A | $156.48万 | 0.03% | 38,315 | 38,315 | — | $156.48万 | 新建仓 |
| GRDN | GUARDIAN PHARMACY SERV - A | $157.37万 | 0.03% | 41,786 | -4,410 | -9.5% | -$16.61万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $160.25万 | 0.03% | 2,074 | 183 | 9.7% | $14.14万 | 加仓 |
| — | QXO INC 5.5 05/15/28 (cr 2.47 | $166.77万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $166.82万 | 0.04% | 13,000 | 2,254 | 21.0% | $28.92万 | 加仓 |
| PRMB | PRIMO BRANDS CORP CALSS A | $166.83万 | 0.04% | 88,600 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC. | $167.28万 | 0.04% | 13,998 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $167.29万 | 0.04% | 3,869 | -2,292 | -37.2% | -$99.10万 | 减仓 |
| OSW | ONE SPA WORLD HOLDINGS | $167.88万 | 0.04% | 73,151 | -2,470 | -3.3% | -$5.67万 | 减仓 |
| INTC | INTEL CORP | $168.14万 | 0.04% | 38,101 | -21,240 | -35.8% | -$93.73万 | 减仓 |
| TMUS | T-MOBILE US | $172.29万 | 0.04% | 8,203 | 335 | 4.3% | $7.04万 | 加仓 |
| MTD | METTLER-TOLEDO INTERNATIONAL I | $174.68万 | 0.04% | 1,385 | -525 | -27.5% | -$66.21万 | 减仓 |
| TSN | TYSON FOODS INC. | $176.67万 | 0.04% | 27,575 | -1,380 | -4.8% | -$8.84万 | 减仓 |
| INTA | INTAPP INC | $177.40万 | 0.04% | 69,055 | -59,125 | -46.1% | -$151.89万 | 减仓 |
| DSGX | DESCARTES SYSTEMS GROUP INC | $178.90万 | 0.04% | 25,000 | 25,000 | — | $178.90万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORPORATION | $179.14万 | 0.04% | 18,520 | 0 | 0.0% | — | 不变 |
| ARRY | ARRAY TECHNOLOGIES INC (ARRY) | $180.60万 | 0.04% | 2,000,000 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES INC | $180.68万 | 0.04% | 26,740 | -25,902 | -49.2% | -$175.02万 | 减仓 |
| IVV | ISHARES S&P 500 INDEX FUND | $182.38万 | 0.04% | 2,792 | -142 | -4.8% | -$9.28万 | 减仓 |
| SBUX | STARBUCKS CORP | $183.61万 | 0.04% | 20,495 | -571 | -2.7% | -$5.12万 | 减仓 |
| GWW | GRAINGER W W INC | $184.02万 | 0.04% | 1,687 | -5,417 | -76.3% | -$590.89万 | 减仓 |
| JHX | JAMES HARDIE INDUSTRIES PLC | $184.10万 | 0.04% | 97,200 | -401,325 | -80.5% | -$760.11万 | 减仓 |
| NOG | NORTHERN OIL AND GAS INC | $185.32万 | 0.04% | 63,400 | 0 | 0.0% | — | 不变 |
| STVN | STEVANATO GROUP SPA (ITALIAN F | $185.62万 | 0.04% | 135,000 | 135,000 | — | $185.62万 | 新建仓 |
| DDOG | DATADOG, INC | $187.70万 | 0.04% | 15,900 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS PARTNERS ( | $187.88万 | 0.04% | 49,650 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $191.70万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WATER SERVICE GROUP | $192.69万 | 0.04% | 42,500 | 42,500 | — | $192.69万 | 新建仓 |
| CTAS | CINTAS CORPORATION | $193.92万 | 0.04% | 11,465 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INCO | $193.94万 | 0.04% | 5,404 | -10,599 | -66.2% | -$380.38万 | 减仓 |
| TIC | TIC SOLUTIONS | $194.79万 | 0.04% | 296,036 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $198.90万 | 0.04% | 10,655 | -2,305 | -17.8% | -$43.03万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $202.50万 | 0.04% | 150,000 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYSTEMS INC - CL B | $203.70万 | 0.04% | 58,000 | 58,000 | — | $203.70万 | 新建仓 |
| DIS | DISNEY (WALT) CO. | $206.17万 | 0.04% | 21,391 | -890 | -4.0% | -$8.58万 | 减仓 |
| LHX | L3 HARRIS TECHNOLOGIES | $206.47万 | 0.04% | 5,982 | 0 | 0.0% | — | 不变 |
| — | NINTENDO LIMITED | $207.28万 | 0.04% | 150,320 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABORATORIES INC CL A | $215.36万 | 0.05% | 7,726 | 1,120 | 17.0% | $31.22万 | 加仓 |
| BWIN | BALDWIN INSURANCE GROUP | $216.07万 | 0.05% | 98,480 | -81,039 | -45.1% | -$177.80万 | 减仓 |
| — | PATRICK INDUSTRIES INC (PATK) | $216.31万 | 0.05% | 1,250,000 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $216.34万 | 0.05% | 2,500 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELECTRIC POWER | $217.76万 | 0.05% | 16,613 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS | $218.55万 | 0.05% | 29,105 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR CO | $220.03万 | 0.05% | 190,671 | -5,500 | -2.8% | -$6.35万 | 减仓 |
| VLO | VALERO ENERGY CORP | $222.10万 | 0.05% | 8,989 | 1,000 | 12.5% | $24.71万 | 加仓 |
| ZYME | ZYMEWORKS INC | $222.36万 | 0.05% | 88,800 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS | $224.34万 | 0.05% | 35,780 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $224.87万 | 0.05% | 4,878 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTERNATIONAL INC | $226.67万 | 0.05% | 30,974 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $229.83万 | 0.05% | 24,555 | -11,265 | -31.4% | -$105.44万 | 减仓 |
| ETN | EATON CORP PLC | $231.23万 | 0.05% | 6,465 | 430 | 7.1% | $15.38万 | 加仓 |
| PANW | PALO ALTO NETWORKS, INC. | $231.85万 | 0.05% | 14,462 | -1,450 | -9.1% | -$23.25万 | 减仓 |
| AOS | A. O. SMITH CORP | $232.55万 | 0.05% | 35,267 | 185 | 0.5% | $1.22万 | 加仓 |
| SYK | STRYKER CORP | $234.84万 | 0.05% | 7,147 | -50 | -0.7% | -$1.64万 | 减仓 |
| TENB | TENABLE HOLDINGS | $235.20万 | 0.05% | 139,050 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY MEDIA CORP - SER C LIB | $235.28万 | 0.05% | 25,000 | -10,000 | -28.6% | -$94.11万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP FORMULA ONE | $238.37万 | 0.05% | 30,529 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW | $240.88万 | 0.05% | 23,040 | 1,585 | 7.4% | $16.57万 | 加仓 |
| NKE | NIKE INC | $244.70万 | 0.05% | 46,328 | 23,337 | 101.5% | $123.27万 | 加仓 |
| DHR | DANAHER CORP | $246.37万 | 0.05% | 12,994 | -312 | -2.3% | -$5.92万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $248.54万 | 0.05% | 43,000 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC - CLASS A | $252.01万 | 0.05% | 25,353 | -213 | -0.8% | -$2.12万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $253.89万 | 0.05% | 3,904 | 62 | 1.6% | $4.03万 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP | $256.17万 | 0.06% | 124,535 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC | $256.77万 | 0.06% | 83,610 | -10,545 | -11.2% | -$32.38万 | 减仓 |
| VRNS | VARONIS SYSTEMS INC | $262.23万 | 0.06% | 122,139 | -58,219 | -32.3% | -$125.00万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $265.27万 | 0.06% | 4,389 | 10 | 0.2% | $6,044 | 加仓 |
| TSLA | TESLA INC | $271.38万 | 0.06% | 7,300 | 78 | 1.1% | $2.90万 | 加仓 |
| LRN | STRIDE INC (LRN) - 18.9109 con | $275.04万 | 0.06% | 1,600,000 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $278.17万 | 0.06% | 13,164 | -5,000 | -27.5% | -$105.66万 | 减仓 |
| ICFI | ICF INTL INC | $281.79万 | 0.06% | 43,160 | -396 | -0.9% | -$2.59万 | 减仓 |
| WCN | WASTE CONNECTIONS INC. | $284.42万 | 0.06% | 17,509 | 17,509 | — | $284.42万 | 新建仓 |
| — | LANDMARK BANCORP INC. | $286.32万 | 0.06% | 115,451 | -1,770 | -1.5% | -$4.39万 | 减仓 |
| SM | SM ENERGY COMPANY | $286.88万 | 0.06% | 92,007 | 92,007 | — | $286.88万 | 新建仓 |
| WING | WINGSTOP INC | $291.34万 | 0.06% | 18,800 | 7,000 | 59.3% | $108.48万 | 加仓 |
| GE | GE AEROSPACE | $291.49万 | 0.06% | 10,272 | 2,907 | 39.5% | $82.49万 | 加仓 |
| PBI | PITNEY BOWES INC | $296.73万 | 0.06% | 268,530 | -1,430 | -0.5% | -$1.58万 | 减仓 |
| NTRA | NATERA, INC | $296.81万 | 0.06% | 14,841 | -35,088 | -70.3% | -$701.73万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS (MIRM) - | $298.20万 | 0.06% | 1,000,000 | -100,000 | -9.1% | -$29.82万 | 减仓 |
| AVAV | AEROVIRONMENT, INC. | $301.37万 | 0.06% | 16,464 | -15,154 | -47.9% | -$277.39万 | 减仓 |
| RHHBY | ROCHE HLDS LTD SPONSORED ADR | $302.90万 | 0.07% | 61,873 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HOLDINGS INC | $306.32万 | 0.07% | 40,385 | 0 | 0.0% | — | 不变 |