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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $231.04万 | 0.05% | 5,422 | -1,043 | -16.1% | -$44.44万 | 减仓 |
| ZYME | ZYMEWORKS INC | $232.12万 | 0.05% | 88,800 | 0 | 0.0% | — | 不变 |
| CDNL | CARDINAL INFRASTRUCTURE GR-A | $232.33万 | 0.05% | 24,664 | -9,338 | -27.5% | -$87.96万 | 减仓 |
| DHR | DANAHER CORP | $232.58万 | 0.05% | 12,210 | -784 | -6.0% | -$14.93万 | 减仓 |
| VLO | VALERO ENERGY CORP | $234.11万 | 0.05% | 8,989 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO. | $234.57万 | 0.05% | 10,836 | 5,561 | 105.4% | $120.38万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $236.45万 | 0.05% | 20,620 | 20,620 | — | $236.45万 | 新建仓 |
| EIX | EDISON INTERNATIONAL INC | $237.64万 | 0.05% | 31,919 | 945 | 3.1% | $7.04万 | 加仓 |
| TIC | TIC SOLUTIONS | $239.49万 | 0.05% | 296,036 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $241.51万 | 0.05% | 5,000 | 5,000 | — | $241.51万 | 新建仓 |
| XNCR | XENCOR INC | $243.77万 | 0.05% | 151,410 | 151,410 | — | $243.77万 | 新建仓 |
| SNDK | SANDISK | $250.11万 | 0.05% | 1,100 | 1,100 | — | $250.11万 | 新建仓 |
| CRWV | COREWEAVE, INC | $252.68万 | 0.05% | 25,385 | 25,385 | — | $252.68万 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP FORMULA ONE | $253.87万 | 0.05% | 29,000 | -1,529 | -5.0% | -$13.38万 | 减仓 |
| COHR | COHERENT INC | $253.88万 | 0.05% | 6,436 | 6,436 | — | $253.88万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $254.29万 | 0.05% | 5,072 | -1,614 | -24.1% | -$80.92万 | 减仓 |
| F | FORD MOTOR CO | $254.36万 | 0.05% | 182,996 | -7,675 | -4.0% | -$10.67万 | 减仓 |
| JHX | JAMES HARDIE INDUSTRIES PLC | $254.47万 | 0.05% | 97,200 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC. | $258.46万 | 0.05% | 281,545 | -105,295 | -27.2% | -$96.66万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $262.86万 | 0.05% | 4,525 | 100 | 2.3% | $5.81万 | 加仓 |
| SM | SM ENERGY COMPANY | $265.29万 | 0.06% | 101,642 | 9,635 | 10.5% | $25.15万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INCO | $265.71万 | 0.06% | 5,367 | -37 | -0.7% | -$1.83万 | 减仓 |
| CWT | CALIFORNIA WATER SERVICE GROUP | $267.57万 | 0.06% | 55,000 | 12,500 | 29.4% | $60.81万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINE INC | $268.50万 | 0.06% | 8,020 | 8,020 | — | $268.50万 | 新建仓 |
| FLY | FIREFLY AEROSPACE INC | $268.64万 | 0.06% | 91,375 | 91,375 | — | $268.64万 | 新建仓 |
| LRN | STRIDE INC (LRN) - 18.9109 con | $269.92万 | 0.06% | 1,600,000 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $270.65万 | 0.06% | 12,242 | 12,242 | — | $270.65万 | 新建仓 |
| HON | HONEYWELL INTERNATIONAL INC. | $274.68万 | 0.06% | 12,268 | -10,963 | -47.2% | -$245.46万 | 减仓 |
| MTCH | MATCH GROUP INC | $277.88万 | 0.06% | 73,030 | -10,580 | -12.7% | -$40.26万 | 减仓 |
| OLLI | OLLIE'S BARGAIN OUTLET HOLDING | $279.46万 | 0.06% | 36,350 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $285.27万 | 0.06% | 95,185 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $289.90万 | 0.06% | 3,882 | -22 | -0.6% | -$1.64万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS | $291.64万 | 0.06% | 35,780 | 0 | 0.0% | — | 不变 |
| STVN | STEVANATO GROUP SPA (ITALIAN F | $298.15万 | 0.06% | 165,000 | 30,000 | 22.2% | $54.21万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $305.14万 | 0.06% | 7,673 | 2,795 | 57.3% | $111.15万 | 加仓 |
| VERX | VERTEX | $305.87万 | 0.06% | 266,439 | -1,251 | -0.5% | -$1.44万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC - CL A | $306.04万 | 0.06% | 170,685 | -3,980 | -2.3% | -$7.14万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $308.58万 | 0.06% | 53,351 | -2,137 | -3.9% | -$12.36万 | 减仓 |
| ET | ENERGY TRANSFER LP (K-1) | $314.72万 | 0.07% | 164,600 | 2,000 | 1.2% | $3.82万 | 加仓 |
| MTDR | MATADOR RESOURCES | $317.27万 | 0.07% | 63,735 | -21,200 | -25.0% | -$105.53万 | 减仓 |
| RVMD | REVOLUTION MEDICINES, INC | $317.38万 | 0.07% | 16,947 | 16,947 | — | $317.38万 | 新建仓 |
| POWL | POWELL INDUSTRIES INC | $317.75万 | 0.07% | 11,096 | 11,096 | — | $317.75万 | 新建仓 |
| RHHBY | ROCHE HLDS LTD SPONSORED ADR | $319.09万 | 0.07% | 61,873 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE - CL B | $319.16万 | 0.07% | 29,689 | -1,895 | -6.0% | -$20.37万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP | $320.43万 | 0.07% | 124,535 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $320.68万 | 0.07% | 8,225 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SERVICES INC | $322.76万 | 0.07% | 42,960 | 42,960 | — | $322.76万 | 新建仓 |
| CEG | CONSTELLATION ENERGY GROUP | $327.28万 | 0.07% | 13,177 | 66 | 0.5% | $1.64万 | 加仓 |
| TSLA | TESLA INC | $328.07万 | 0.07% | 7,800 | 500 | 6.8% | $21.03万 | 加仓 |
| PYPL | PAYPAL HOLDINGS INC | $331.08万 | 0.07% | 76,674 | -720 | -0.9% | -$3.11万 | 减仓 |
| CNQ | CANADIAN NATURAL RESOURCES | $335.81万 | 0.07% | 85,016 | -5,544 | -6.1% | -$21.90万 | 减仓 |
| CELH | CELSIUS HOLDINGS INC | $342.46万 | 0.07% | 116,960 | -79,051 | -40.3% | -$231.46万 | 减仓 |
| LITE | LUMENTUM HOLDINGS (LITE) - 10. | $343.94万 | 0.07% | 400,000 | -250,000 | -38.5% | -$214.96万 | 减仓 |
| — | LANDMARK BANCORP INC. | $350.68万 | 0.07% | 114,191 | -1,260 | -1.1% | -$3.87万 | 减仓 |
| WAY | WAYSTAR HOLDINGS | $353.90万 | 0.07% | 172,380 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC - CLASS A | $360.79万 | 0.08% | 45,768 | 20,415 | 80.5% | $160.93万 | 加仓 |
| FND | FLOOR & DECOR HOLDINGS | $369.52万 | 0.08% | 62,250 | -60,845 | -49.4% | -$361.18万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS (MIRM) - | $369.75万 | 0.08% | 1,000,000 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS & FRAGRA | $373.13万 | 0.08% | 47,100 | -410 | -0.9% | -$3.25万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $373.58万 | 0.08% | 13,895 | -5,530 | -28.5% | -$148.68万 | 减仓 |
| CPAY | CORPAY INC | $376.23万 | 0.08% | 11,289 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $381.60万 | 0.08% | 90,000 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $382.97万 | 0.08% | 12,856 | 2,675 | 26.3% | $79.69万 | 加仓 |
| CBRE | CBRE GROUP INC - CL A | $385.94万 | 0.08% | 28,654 | -50,500 | -63.8% | -$680.18万 | 减仓 |
| PBI | PITNEY BOWES INC | $392.59万 | 0.08% | 224,080 | -44,450 | -16.6% | -$77.88万 | 减仓 |
| ELF | E.L.F BEAUTY INC | $396.90万 | 0.08% | 53,635 | -2,575 | -4.6% | -$19.05万 | 减仓 |
| DXCM | DEXCOM INC | $399.09万 | 0.08% | 59,256 | -545 | -0.9% | -$3.67万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $400.67万 | 0.08% | 310,837 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $401.67万 | 0.08% | 115,855 | 115,855 | — | $401.67万 | 新建仓 |
| ARES | ARES MANAGEMENT CORP | $410.78万 | 0.09% | 36,904 | 36,904 | — | $410.78万 | 新建仓 |
| RELX | RELX PLC - SPON ADR | $411.71万 | 0.09% | 130,000 | -50,000 | -27.8% | -$158.35万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC. - CLAS | $415.57万 | 0.09% | 8,305 | 1,110 | 15.4% | $55.54万 | 加仓 |
| TDY | TELEDYNE INC | $416.48万 | 0.09% | 6,245 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $422.92万 | 0.09% | 75,508 | 75,508 | — | $422.92万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $425.49万 | 0.09% | 37,190 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $428.95万 | 0.09% | 31,439 | -38,641 | -55.1% | -$527.22万 | 减仓 |
| KTOS | KRATOS DEFENSE & SECURITY SOLU | $441.01万 | 0.09% | 88,449 | 78,933 | 829.5% | $393.56万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $443.25万 | 0.09% | 135,427 | -1,595 | -1.2% | -$5.22万 | 减仓 |
| DKNG | DRAFTKINGS INC CL A | $444.40万 | 0.09% | 175,929 | 175,929 | — | $444.40万 | 新建仓 |
| SNN | SMITH & NEPHEW PLC - SPONSORED | $444.41万 | 0.09% | 154,254 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $447.01万 | 0.09% | 104,759 | 104,759 | — | $447.01万 | 新建仓 |
| LNTH | LANTHEUS HOLDINGS INC | $448.03万 | 0.09% | 40,385 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $448.14万 | 0.09% | 62,407 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL COMPANY | $448.70万 | 0.09% | 93,421 | -75,900 | -44.8% | -$364.55万 | 减仓 |
| UNH | UNITEDHEALTH GROUP, INC. | $451.04万 | 0.09% | 10,852 | -4,120 | -27.5% | -$171.24万 | 减仓 |
| KAI | KADANT INC | $456.89万 | 0.10% | 14,540 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FUNDS S&P 500 | $461.12万 | 0.10% | 6,714 | -55 | -0.8% | -$3.78万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $462.17万 | 0.10% | 15,764 | -434 | -2.7% | -$12.72万 | 减仓 |
| SNY | SANOFI SPONSORED (FR)- trds w/ | $469.52万 | 0.10% | 110,062 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $473.24万 | 0.10% | 66,280 | 230 | 0.3% | $1.64万 | 加仓 |
| PAY | PAYMENTUS HOLDINGS - A | $473.34万 | 0.10% | 195,920 | 28,610 | 17.1% | $69.12万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA CO N.V. | $474.23万 | 0.10% | 139,933 | 139,933 | — | $474.23万 | 新建仓 |
| FOUR | SHIFT4 PAYMENTS, INC. | $474.83万 | 0.10% | 97,622 | -79,882 | -45.0% | -$388.55万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $478.39万 | 0.10% | 83,958 | 365 | 0.4% | $2.08万 | 加仓 |
| TER | TERADYNE INC | $479.00万 | 0.10% | 9,900 | 9,900 | — | $479.00万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP - A | $482.45万 | 0.10% | 245,149 | 245,149 | — | $482.45万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH | $487.85万 | 0.10% | 13,126 | 13,126 | — | $487.85万 | 新建仓 |
| APH | AMPHENOL CP | $488.37万 | 0.10% | 27,698 | -5,474 | -16.5% | -$96.52万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVS INC | $490.68万 | 0.10% | 13,668 | 0 | 0.0% | — | 不变 |
| KRMN | KARMAN HOLDINGS INC | $500.22万 | 0.10% | 100,205 | 100,205 | — | $500.22万 | 新建仓 |