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 |
|---|---|---|---|---|---|---|---|---|
| CMC | COMMERCIAL METALS CO | $127.34万 | 0.03% | 20,294 | -107 | -0.5% | -$6,714 | 减仓 |
| NKE | NIKE INC | $127.82万 | 0.03% | 31,138 | -15,190 | -32.8% | -$62.35万 | 减仓 |
| XYL | XYLEM INC. | $127.84万 | 0.03% | 10,815 | -3,183 | -22.7% | -$37.63万 | 减仓 |
| FORM | FORMFACTOR INC | $127.94万 | 0.03% | 8,000 | 8,000 | — | $127.94万 | 新建仓 |
| BLK | BLACKROCK INC | $129.52万 | 0.03% | 1,347 | -7 | -0.5% | -$6,731 | 减仓 |
| IEF | ISHARES 7-10 YR TREASURY BOND | $129.68万 | 0.03% | 13,713 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC. | $130.57万 | 0.03% | 1,291 | 63 | 5.1% | $6.37万 | 加仓 |
| RMIX | SUNCRETE INC CL A | $130.77万 | 0.03% | 58,041 | 58,041 | — | $130.77万 | 新建仓 |
| LASR | NLIGHT INC | $130.85万 | 0.03% | 18,795 | -634 | -3.3% | -$4.41万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $131.05万 | 0.03% | 6,500 | 6,500 | — | $131.05万 | 新建仓 |
| AMSC | AMERICAN SUPERCONDUCTOR | $131.46万 | 0.03% | 31,669 | -3,304 | -9.4% | -$13.71万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTERN | $132.20万 | 0.03% | 20,672 | -697 | -3.3% | -$4.46万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $132.60万 | 0.03% | 41,950 | -198,297 | -82.5% | -$626.82万 | 减仓 |
| CNA | CNA FINANCIAL CORP | $134.70万 | 0.03% | 27,710 | 17,220 | 164.2% | $83.71万 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC - CL A | $135.52万 | 0.03% | 55,000 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $137.02万 | 0.03% | 5,168 | -175 | -3.3% | -$4.64万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $137.86万 | 0.03% | 2,211 | 137 | 6.6% | $8.54万 | 加仓 |
| TATT | TAT TECHNOLOGIES | $137.88万 | 0.03% | 28,589 | -964 | -3.3% | -$4.65万 | 减仓 |
| PCG | PG & E CORP | $138.93万 | 0.03% | 82,600 | 0 | 0.0% | — | 不变 |
| PDFS | PDF SOLUTIONS, INC | $141.58万 | 0.03% | 20,000 | 20,000 | — | $141.58万 | 新建仓 |
| TKR | TIMKEN CO | $143.20万 | 0.03% | 9,854 | -510 | -4.9% | -$7.41万 | 减仓 |
| MAMA | MAMA'S CREATIONS INC | $143.96万 | 0.03% | 80,648 | 7,787 | 10.7% | $13.90万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY | $144.63万 | 0.03% | 3,150 | 2,125 | 207.3% | $97.57万 | 加仓 |
| RMBS | RAMBUS INC DELAWARE | $146.01万 | 0.03% | 11,000 | 11,000 | — | $146.01万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $146.43万 | 0.03% | 6,164 | -7,000 | -53.2% | -$166.29万 | 减仓 |
| — | QXO INC 5.5 05/15/28 (cr 2.47 | $146.64万 | 0.03% | 30,000 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY | $147.16万 | 0.03% | 1,525 | -650 | -29.9% | -$62.73万 | 减仓 |
| EQIX | EQUINIX INC | $147.19万 | 0.03% | 1,412 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY | $147.30万 | 0.03% | 150,000 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $147.49万 | 0.03% | 6,576 | -110 | -1.6% | -$2.47万 | 减仓 |
| HSTM | HEALTHSTREAM INC | $147.51万 | 0.03% | 54,132 | -1,825 | -3.3% | -$4.97万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $147.73万 | 0.03% | 3,820 | 290 | 8.2% | $11.22万 | 加仓 |
| WMB | WILLIAMS COS | $148.02万 | 0.03% | 19,911 | 19,911 | — | $148.02万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $149.15万 | 0.03% | 4,000 | 4,000 | — | $149.15万 | 新建仓 |
| TSN | TYSON FOODS INC. | $150.24万 | 0.03% | 26,243 | -1,332 | -4.8% | -$7.63万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $151.89万 | 0.03% | 6,400 | -20,906 | -76.6% | -$496.16万 | 减仓 |
| GGG | GRACO INC | $153.49万 | 0.03% | 20,300 | 5,000 | 32.7% | $37.80万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $154.99万 | 0.03% | 6,200 | 0 | 0.0% | — | 不变 |
| TLT | I-SHARES BARCLAYS 20 YR TREAS | $155.37万 | 0.03% | 17,979 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING - A | $155.48万 | 0.03% | 9,968 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $160.56万 | 0.03% | 10,249 | -406 | -3.8% | -$6.36万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $160.60万 | 0.03% | 8,005 | 8,005 | — | $160.60万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $161.22万 | 0.03% | 9,872 | -1,313 | -11.7% | -$21.44万 | 减仓 |
| ILMN | ILLUMINA INC | $161.78万 | 0.03% | 9,201 | -786 | -7.9% | -$13.82万 | 减仓 |
| FROG | JFROG LTD | $164.49万 | 0.03% | 18,100 | 18,100 | — | $164.49万 | 新建仓 |
| PSA | PUBLIC STORAGE | $165.52万 | 0.03% | 5,200 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES INC | $165.92万 | 0.03% | 26,740 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $166.52万 | 0.03% | 10,285 | 400 | 4.0% | $6.48万 | 加仓 |
| ACMR | ACM RESEARCH INC - CL A | $167.70万 | 0.04% | 13,216 | 13,216 | — | $167.70万 | 新建仓 |
| STE | STERIS CORP | $168.46万 | 0.04% | 8,000 | -16,900 | -67.9% | -$355.86万 | 减仓 |
| GRDN | GUARDIAN PHARMACY SERV - A | $169.25万 | 0.04% | 40,422 | -1,364 | -3.3% | -$5.71万 | 减仓 |
| HUT | HUT 8 CORP | $169.36万 | 0.04% | 14,670 | 14,670 | — | $169.36万 | 新建仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $172.12万 | 0.04% | 40,000 | -130,525 | -76.5% | -$561.65万 | 减仓 |
| LHX | L3 HARRIS TECHNOLOGIES | $172.67万 | 0.04% | 5,942 | -40 | -0.7% | -$1.16万 | 减仓 |
| FSS | FEDERAL SIGNAL | $173.46万 | 0.04% | 13,500 | 557 | 4.3% | $7.16万 | 加仓 |
| CPB | CAMPBELL'S COMPANY | $173.86万 | 0.04% | 78,070 | 35,600 | 83.8% | $79.28万 | 加仓 |
| INTA | INTAPP INC | $174.09万 | 0.04% | 69,055 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RESOURCES CORP | $174.29万 | 0.04% | 6,500 | 6,500 | — | $174.29万 | 新建仓 |
| PEB | PEBBLEBROOK HOTEL TRUST | $174.69万 | 0.04% | 90,000 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $175.54万 | 0.04% | 71,070 | 71,070 | — | $175.54万 | 新建仓 |
| NVT | NVENT ELECTRIC INC | $176.21万 | 0.04% | 10,389 | 10,389 | — | $176.21万 | 新建仓 |
| MCO | MOODY'S CORPORATION | $176.41万 | 0.04% | 3,895 | -9,600 | -71.1% | -$434.80万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $177.98万 | 0.04% | 37,273 | 4,127 | 12.5% | $19.71万 | 加仓 |
| BMI | BADGER METER, INC | $178.06万 | 0.04% | 12,000 | 2,500 | 26.3% | $37.09万 | 加仓 |
| WELL | WELLTOWER INC | $179.31万 | 0.04% | 7,900 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABORATORIES INC CL A | $179.87万 | 0.04% | 6,126 | -1,600 | -20.7% | -$46.98万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS, INC | $181.09万 | 0.04% | 4,825 | 2,500 | 107.5% | $93.83万 | 加仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS ( | $182.51万 | 0.04% | 49,650 | 0 | 0.0% | — | 不变 |
| — | PATRICK INDUSTRIES INC (PATK) | $184.67万 | 0.04% | 1,250,000 | 0 | 0.0% | — | 不变 |
| OSW | ONE SPA WORLD HOLDINGS | $184.88万 | 0.04% | 65,468 | -7,683 | -10.5% | -$21.70万 | 减仓 |
| HAS | HASBRO INC | $187.93万 | 0.04% | 22,755 | -1,800 | -7.3% | -$14.87万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $188.55万 | 0.04% | 76,960 | 76,960 | — | $188.55万 | 新建仓 |
| MCK | MCKESSON CORP | $188.90万 | 0.04% | 2,500 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $190.75万 | 0.04% | 13,330 | -25,350 | -65.5% | -$362.76万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $194.46万 | 0.04% | 22,023 | -4,419 | -16.7% | -$39.02万 | 减仓 |
| ADI | ANALOG DEVICES | $194.53万 | 0.04% | 4,898 | -9,500 | -66.0% | -$377.31万 | 减仓 |
| CTAS | CINTAS CORPORATION | $195.00万 | 0.04% | 11,465 | 0 | 0.0% | — | 不变 |
| FDXF | FDXF - FEDEX FREIGHT HOLDING C | $195.05万 | 0.04% | 12,917 | 12,917 | — | $195.05万 | 新建仓 |
| OUST | OUSTER, INC | $200.71万 | 0.04% | 32,103 | -6,241 | -16.3% | -$39.02万 | 减仓 |
| DIS | DISNEY (WALT) CO. | $202.35万 | 0.04% | 21,023 | -368 | -1.7% | -$3.54万 | 减仓 |
| DSGX | DESCARTES SYSTEMS GROUP INC | $202.87万 | 0.04% | 29,300 | 4,300 | 17.2% | $29.77万 | 加仓 |
| ECL | ECOLAB INC | $203.80万 | 0.04% | 7,315 | 3,082 | 72.8% | $85.87万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $205.26万 | 0.04% | 4,029 | -360 | -8.2% | -$18.34万 | 减仓 |
| PGNY | PROGYNY | $207.71万 | 0.04% | 72,045 | -203,169 | -73.8% | -$585.74万 | 减仓 |
| SBUX | STARBUCKS CORP | $207.85万 | 0.04% | 20,340 | -155 | -0.8% | -$1.58万 | 减仓 |
| IVV | ISHARES S&P 500 INDEX FUND | $209.09万 | 0.04% | 2,792 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $213.52万 | 0.04% | 16,075 | -46,621 | -74.4% | -$619.27万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $214.38万 | 0.04% | 17,414 | -34,553 | -66.5% | -$425.38万 | 减仓 |
| PRMB | PRIMO BRANDS CORP CALSS A | $216.54万 | 0.05% | 88,600 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY MEDIA CORP - SER C LIB | $216.56万 | 0.05% | 20,500 | -4,500 | -18.0% | -$47.54万 | 减仓 |
| P | EVERPURE INC | $216.87万 | 0.05% | 27,525 | 5,525 | 25.1% | $43.53万 | 加仓 |
| AOS | A. O. SMITH CORP | $217.34万 | 0.05% | 34,652 | -615 | -1.7% | -$3.86万 | 减仓 |
| NXPI | NXP SEMI ADR | $218.67万 | 0.05% | 7,781 | 3,005 | 62.9% | $84.45万 | 加仓 |
| EFX | EQUIFAX INC | $223.24万 | 0.05% | 14,065 | -11,000 | -43.9% | -$174.59万 | 减仓 |
| TXN | TEXAS INSTRUMENTS INC. | $224.30万 | 0.05% | 7,525 | 4,375 | 138.9% | $130.41万 | 加仓 |
| ALKS | ALKERMES PLC | $224.88万 | 0.05% | 42,920 | 42,920 | — | $224.88万 | 新建仓 |
| AEP | AMERICAN ELECTRIC POWER | $227.28万 | 0.05% | 16,613 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW | $227.96万 | 0.05% | 22,961 | -79 | -0.3% | -$7,843 | 减仓 |
| GWW | GRAINGER W W INC | $229.50万 | 0.05% | 1,687 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS | $230.77万 | 0.05% | 29,105 | 0 | 0.0% | — | 不变 |