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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATERIALS | $309.42万 | 0.07% | 9,053 | -980 | -9.8% | -$33.50万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES | $309.64万 | 0.07% | 23,260 | -15,000 | -39.2% | -$199.68万 | 减仓 |
| UPS | UNITED PARCEL SERVICE - CL B | $310.72万 | 0.07% | 31,584 | -2,879 | -8.4% | -$28.32万 | 减仓 |
| ET | ENERGY TRANSFER LP (K-1) | $313.82万 | 0.07% | 162,600 | -25 | -0.0% | -$482 | 减仓 |
| BROS | DUTCH BROS INC | $316.15万 | 0.07% | 62,407 | 2,817 | 4.7% | $14.27万 | 加仓 |
| VERX | VERTEX | $318.28万 | 0.07% | 267,690 | -1,295 | -0.5% | -$1.54万 | 减仓 |
| ZS | ZSCALER INC | $318.46万 | 0.07% | 22,700 | 1,025 | 4.7% | $14.38万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $319.83万 | 0.07% | 55,488 | -1,780 | -3.1% | -$10.26万 | 减仓 |
| PODD | INSULET CORP | $321.06万 | 0.07% | 15,300 | -3,200 | -17.3% | -$67.15万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC - CL A | $324.70万 | 0.07% | 174,665 | 174,665 | — | $324.70万 | 新建仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $325.76万 | 0.07% | 310,837 | 1,450 | 0.5% | $1.52万 | 加仓 |
| CPAY | CORPAY INC | $328.50万 | 0.07% | 11,289 | -11,555 | -50.6% | -$336.24万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $328.64万 | 0.07% | 6,686 | -119 | -1.7% | -$5.85万 | 减仓 |
| OLLI | OLLIE'S BARGAIN OUTLET HOLDING | $334.57万 | 0.07% | 36,350 | 17,295 | 90.8% | $159.18万 | 加仓 |
| RBLX | ROBLOX CORP | $339.36万 | 0.07% | 60,000 | 6,750 | 12.7% | $38.18万 | 加仓 |
| ELF | E.L.F BEAUTY INC | $340.69万 | 0.07% | 56,210 | -74,651 | -57.0% | -$452.46万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVS INC | $342.57万 | 0.07% | 13,668 | 13,668 | — | $342.57万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS & FRAGRA | $344.69万 | 0.07% | 47,510 | -4,276 | -8.3% | -$31.02万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC. - CLAS | $344.78万 | 0.07% | 7,195 | -830 | -10.3% | -$39.77万 | 减仓 |
| CWST | CASELLA WASTE SYSTEMS INC-A | $350.01万 | 0.08% | 44,115 | 760 | 1.8% | $6.03万 | 加仓 |
| PYPL | PAYPAL HOLDINGS INC | $350.05万 | 0.08% | 77,394 | -182,989 | -70.3% | -$827.66万 | 减仓 |
| SNPS | SYNOPSYS, INC | $352.79万 | 0.08% | 8,898 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE, INC | $360.29万 | 0.08% | 23,889 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $360.78万 | 0.08% | 137,022 | 30,240 | 28.3% | $79.62万 | 加仓 |
| BE | BLOOM ENERGY CORPORATION | $362.37万 | 0.08% | 26,745 | 3,350 | 14.3% | $45.39万 | 加仓 |
| CEG | CONSTELLATION ENERGY GROUP | $366.12万 | 0.08% | 13,111 | -967 | -6.9% | -$27.00万 | 减仓 |
| VCEL | VERICEL CORP | $366.56万 | 0.08% | 113,944 | -846 | -0.7% | -$2.72万 | 减仓 |
| WRBY | WARBY PARKER INC | $373.48万 | 0.08% | 177,255 | 6,575 | 3.9% | $13.85万 | 加仓 |
| SFM | SPROUTS FARMERS MARKET, INC. | $373.76万 | 0.08% | 48,458 | 48,458 | — | $373.76万 | 新建仓 |
| DXCM | DEXCOM INC | $375.55万 | 0.08% | 59,801 | -22,660 | -27.5% | -$142.30万 | 减仓 |
| TDY | TELEDYNE INC | $377.83万 | 0.08% | 6,245 | 6,245 | — | $377.83万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $389.24万 | 0.08% | 8,225 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A/S-SPONS ADR | $400.91万 | 0.09% | 109,092 | -59,053 | -35.1% | -$217.02万 | 减仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 | $404.48万 | 0.09% | 6,769 | 151 | 2.3% | $9.02万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $405.11万 | 0.09% | 95,185 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP, INC. | $405.13万 | 0.09% | 14,972 | -1,035 | -6.5% | -$28.01万 | 减仓 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $406.12万 | 0.09% | 13,500 | 0 | 0.0% | — | 不变 |
| HNGE | HINGE HEALTH INC | $406.62万 | 0.09% | 105,450 | 105,450 | — | $406.62万 | 新建仓 |
| BAC | BANK OF AMERICA CORP | $407.52万 | 0.09% | 83,593 | -150 | -0.2% | -$7,313 | 减仓 |
| ADSK | AUTODESK | $407.53万 | 0.09% | 17,023 | -11,100 | -39.5% | -$265.73万 | 减仓 |
| TREX | TREX COMPANY, INC | $411.09万 | 0.09% | 112,875 | -300 | -0.3% | -$1.09万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $414.35万 | 0.09% | 175,870 | 62,485 | 55.1% | $147.21万 | 加仓 |
| WAY | WAYSTAR HOLDINGS | $415.61万 | 0.09% | 172,380 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $416.09万 | 0.09% | 54,115 | 54,115 | — | $416.09万 | 新建仓 |
| DORM | DORMAN PRODUCTS INC | $418.12万 | 0.09% | 40,065 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC. | $418.95万 | 0.09% | 386,840 | -206,480 | -34.8% | -$223.62万 | 减仓 |
| APH | AMPHENOL CP | $419.13万 | 0.09% | 33,172 | -15,430 | -31.7% | -$194.96万 | 减仓 |
| VNOM | VIPER ENERGY INC | $422.91万 | 0.09% | 90,000 | -35,000 | -28.0% | -$164.47万 | 减仓 |
| PAY | PAYMENTUS HOLDINGS - A | $424.97万 | 0.09% | 167,310 | 2,800 | 1.7% | $7.11万 | 加仓 |
| KAI | KADANT INC | $425.08万 | 0.09% | 14,540 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HOLDINGS INC | $426.79万 | 0.09% | 29,160 | 0 | 0.0% | — | 不变 |
| TRNS | TRANSCAT INC | $427.24万 | 0.09% | 58,167 | -613 | -1.0% | -$4.50万 | 减仓 |
| CHWY | CHEWY, INC CL A | $427.41万 | 0.09% | 158,300 | 158,300 | — | $427.41万 | 新建仓 |
| CNQ | CANADIAN NATURAL RESOURCES | $441.30万 | 0.09% | 90,560 | -1,110 | -1.2% | -$5.41万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $447.67万 | 0.10% | 19,425 | -17,000 | -46.7% | -$391.78万 | 减仓 |
| FCN | FTI CONSULTING INC. | $449.00万 | 0.10% | 25,400 | -16,490 | -39.4% | -$291.49万 | 减仓 |
| EFX | EQUIFAX INC | $451.35万 | 0.10% | 25,065 | 1,900 | 8.2% | $34.21万 | 加仓 |
| CMCSA | COMCAST CORP CLASS A | $456.12万 | 0.10% | 158,870 | 6,709 | 4.4% | $19.26万 | 加仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $456.69万 | 0.10% | 4,177 | -1,050 | -20.1% | -$114.80万 | 减仓 |
| ADI | ANALOG DEVICES | $458.06万 | 0.10% | 14,398 | -4,000 | -21.7% | -$127.26万 | 减仓 |
| LITE | LUMENTUM HOLDINGS (LITE) - 10. | $459.49万 | 0.10% | 650,000 | -100,000 | -13.3% | -$70.69万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING | $462.73万 | 0.10% | 49,295 | 17,500 | 55.0% | $164.27万 | 加仓 |
| PGNY | PROGYNY | $467.31万 | 0.10% | 275,214 | -151,817 | -35.6% | -$257.79万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $470.54万 | 0.10% | 16,198 | -135 | -0.8% | -$3.92万 | 减仓 |
| RCL | ROYAL CARIBBEAN | $471.27万 | 0.10% | 17,126 | -28,500 | -62.5% | -$784.26万 | 减仓 |
| VVV | VALVOLINE INC | $478.78万 | 0.10% | 142,156 | 2,400 | 1.7% | $8.08万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP | $482.68万 | 0.10% | 42,985 | 42,985 | — | $482.68万 | 新建仓 |
| ABNB | AIRBNB INC | $488.45万 | 0.11% | 38,680 | 38,680 | — | $488.45万 | 新建仓 |
| PJT | PJT PARTNERS INC | $489.79万 | 0.11% | 35,055 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC - SPONSORED | $490.22万 | 0.11% | 154,254 | 0 | 0.0% | — | 不变 |
| PH | PARKER HANNIFIN CORP COM | $493.01万 | 0.11% | 5,507 | 1,250 | 29.4% | $111.91万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $495.04万 | 0.11% | 37,190 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP FORMULA ONE | $503.06万 | 0.11% | 59,170 | 59,170 | — | $503.06万 | 新建仓 |
| AGX | ARGAN INC | $522.32万 | 0.11% | 9,590 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MANUFACTURING | $523.14万 | 0.11% | 24,140 | -33,230 | -57.9% | -$720.13万 | 减仓 |
| — | HONEYWELL INTERNATIONAL INC. | $525.09万 | 0.11% | 23,231 | 1,070 | 4.8% | $24.19万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $528.78万 | 0.11% | 69,068 | -1,923 | -2.7% | -$14.72万 | 减仓 |
| SNY | SANOFI SPONSORED (FR)- trds w/ | $530.28万 | 0.11% | 110,062 | -59,938 | -35.3% | -$288.78万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE | $532.51万 | 0.11% | 13,075 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATERIALS CO | $533.71万 | 0.11% | 19,600 | 0 | 0.0% | — | 不变 |
| KRNT | KORNIT DIGITAL LTD | $535.61万 | 0.12% | 365,356 | -1,321 | -0.4% | -$1.94万 | 减仓 |
| MTDR | MATADOR RESOURCES | $536.62万 | 0.12% | 84,935 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX COM | $539.29万 | 0.12% | 58,542 | 440 | 0.8% | $4.05万 | 加仓 |
| NTRS | NORTHERN TRUST CORP | $541.27万 | 0.12% | 38,781 | -34 | -0.1% | -$4,745 | 减仓 |
| WCC | WESCO INTERNATIONAL INC | $543.27万 | 0.12% | 19,855 | 0 | 0.0% | — | 不变 |
| STE | STERIS CORP | $550.61万 | 0.12% | 24,900 | 24,900 | — | $550.61万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $551.58万 | 0.12% | 89,080 | 45,200 | 103.0% | $279.88万 | 加仓 |
| SEI | SOLARIS ENERGY INFRASTRUCTURE | $554.93万 | 0.12% | 98,200 | 1,250 | 1.3% | $7.06万 | 加仓 |
| HEI/A | HEICO CORP CL A | $561.50万 | 0.12% | 26,600 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC | $575.05万 | 0.12% | 76,317 | -50,000 | -39.6% | -$376.75万 | 减仓 |
| MCO | MOODY'S CORPORATION | $588.72万 | 0.13% | 13,495 | 9,600 | 246.5% | $418.80万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $590.04万 | 0.13% | 80,300 | 80,300 | — | $590.04万 | 新建仓 |
| MEDP | MEDPACE HOLDINGS INC | $598.08万 | 0.13% | 12,455 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $599.37万 | 0.13% | 76,197 | -1,400 | -1.8% | -$11.01万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $610.99万 | 0.13% | 170,525 | 10,000 | 6.2% | $35.83万 | 加仓 |
| FND | FLOOR & DECOR HOLDINGS | $625.32万 | 0.13% | 123,095 | 123,095 | — | $625.32万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $629.50万 | 0.14% | 75,326 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $635.07万 | 0.14% | 66,050 | -1,135 | -1.7% | -$10.91万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $636.94万 | 0.14% | 27,306 | 11,500 | 72.8% | $268.25万 | 加仓 |
| AMGN | AMGEN | $645.93万 | 0.14% | 18,358 | -100 | -0.5% | -$3.52万 | 减仓 |