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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $500.61万 | 0.10% | 13,395 | 3,123 | 30.4% | $116.72万 | 加仓 |
| VCEL | VERICEL CORP | $503.30万 | 0.11% | 113,127 | -817 | -0.7% | -$3.63万 | 减仓 |
| VRNS | VARONIS SYSTEMS INC | $504.15万 | 0.11% | 120,151 | -1,988 | -1.6% | -$8.34万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS, INC. | $515.48万 | 0.11% | 17,124 | 6,010 | 54.1% | $180.92万 | 重新持有 |
| PANW | PALO ALTO NETWORKS, INC. | $518.76万 | 0.11% | 15,212 | 750 | 5.2% | $25.58万 | 加仓 |
| ALNT | ALLIENT INC | $520.05万 | 0.11% | 50,525 | 41,145 | 438.6% | $423.51万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $523.57万 | 0.11% | 199,683 | 23,813 | 13.5% | $62.44万 | 加仓 |
| AX | AXOS FINANCIAL, INC | $524.61万 | 0.11% | 53,867 | 53,867 | — | $524.61万 | 新建仓 |
| WRBY | WARBY PARKER INC | $525.58万 | 0.11% | 173,230 | -4,025 | -2.3% | -$12.21万 | 减仓 |
| PLMR | PALOMAR HOLDINGS INC | $526.01万 | 0.11% | 41,618 | -23,225 | -35.8% | -$293.54万 | 减仓 |
| TOL | TOLL BROTHERS INC | $531.19万 | 0.11% | 32,242 | 32,242 | — | $531.19万 | 新建仓 |
| TRNS | TRANSCAT INC | $535.56万 | 0.11% | 57,730 | -437 | -0.8% | -$4.05万 | 减仓 |
| SKY | CHAMPION HOMES INC | $540.30万 | 0.11% | 61,314 | -53,417 | -46.6% | -$470.71万 | 减仓 |
| PH | PARKER HANNIFIN CORP COM | $542.07万 | 0.11% | 5,542 | 35 | 0.6% | $3.42万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $542.51万 | 0.11% | 68,585 | -483 | -0.7% | -$3.82万 | 减仓 |
| RCL | ROYAL CARIBBEAN | $543.80万 | 0.11% | 17,126 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC A | $546.65万 | 0.11% | 46,026 | 46,026 | — | $546.65万 | 新建仓 |
| DORM | DORMAN PRODUCTS INC | $546.69万 | 0.11% | 40,065 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $547.13万 | 0.11% | 44,464 | -211 | -0.5% | -$2.60万 | 减仓 |
| GH | GUARDANT HEALTH INC | $558.79万 | 0.12% | 37,245 | 37,245 | — | $558.79万 | 新建仓 |
| VVV | VALVOLINE INC | $562.08万 | 0.12% | 142,156 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP FORMULA ONE | $562.94万 | 0.12% | 59,170 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX COM | $568.07万 | 0.12% | 57,772 | -770 | -1.3% | -$7.57万 | 减仓 |
| IOT | SAMSARA INC | $573.82万 | 0.12% | 176,942 | 176,942 | — | $573.82万 | 新建仓 |
| CMCSA | COMCAST CORP CLASS A | $586.30万 | 0.12% | 238,817 | 79,947 | 50.3% | $196.27万 | 加仓 |
| MTZ | MASTEC INC | $587.10万 | 0.12% | 14,111 | 14,111 | — | $587.10万 | 新建仓 |
| CWST | CASELLA WASTE SYSTEMS INC-A | $604.27万 | 0.13% | 62,315 | 18,200 | 41.3% | $176.49万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $607.24万 | 0.13% | 155,662 | 155,662 | — | $607.24万 | 新建仓 |
| — | PG&E CORP 6, DUE 12/1/27 -cv | $621.45万 | 0.13% | 150,000 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $623.00万 | 0.13% | 41,275 | 6,220 | 17.7% | $93.88万 | 加仓 |
| CSTL | CASTLE BIOSCIENCES | $630.20万 | 0.13% | 264,235 | -161 | -0.1% | -$3,840 | 减仓 |
| KNSL | KINSALE CAPITAL GROUP INC | $630.93万 | 0.13% | 19,130 | -18,860 | -49.6% | -$622.02万 | 减仓 |
| NSSC | NAPCO SECURITY TECHNOLOGIES | $640.79万 | 0.13% | 168,717 | -636 | -0.4% | -$2.42万 | 减仓 |
| BWXT | BWX TECHNOLOGIES | $645.07万 | 0.13% | 33,140 | 33,140 | — | $645.07万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY L | $652.17万 | 0.14% | 75,265 | -932 | -1.2% | -$8.08万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $657.33万 | 0.14% | 62,800 | -17,500 | -21.8% | -$183.17万 | 减仓 |
| MEDP | MEDPACE HOLDINGS INC | $659.60万 | 0.14% | 12,455 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABORATORIES INC | $668.79万 | 0.14% | 12,704 | -15 | -0.1% | -$7,897 | 减仓 |
| NTRS | NORTHERN TRUST CORP | $670.69万 | 0.14% | 38,581 | -200 | -0.5% | -$3.48万 | 减仓 |
| LITE | LUMENTUM HOLDINGS INC | $675.72万 | 0.14% | 7,875 | 7,875 | — | $675.72万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $680.34万 | 0.14% | 75,326 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP CL A | $686.04万 | 0.14% | 26,600 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTERNATIONAL INC | $686.51万 | 0.14% | 19,874 | 19 | 0.1% | $6,563 | 加仓 |
| TREX | TREX COMPANY, INC | $686.52万 | 0.14% | 137,195 | 24,320 | 21.5% | $121.70万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SERVICES | $690.22万 | 0.14% | 98,970 | 98,970 | — | $690.22万 | 新建仓 |
| MPWR | MONOLITHIC POWER SYSTEMS INC | $692.56万 | 0.14% | 5,010 | 833 | 19.9% | $115.15万 | 加仓 |
| ONB | OLD NATIONAL BANCORP | $693.71万 | 0.14% | 267,843 | 267,843 | — | $693.71万 | 新建仓 |
| BKR | BAKER HUGHES CO | $694.53万 | 0.14% | 125,140 | -5,795 | -4.4% | -$32.16万 | 减仓 |
| NTRA | NATERA, INC | $695.92万 | 0.15% | 25,637 | 10,796 | 72.7% | $293.06万 | 加仓 |
| WHD | CACTUS, INC | $701.67万 | 0.15% | 136,964 | -35,266 | -20.5% | -$180.67万 | 减仓 |
| HD | HOME DEPOT INC | $716.68万 | 0.15% | 20,321 | 12 | 0.1% | $4,232 | 加仓 |
| DKL | DELEK LOGISTICS PARTNERS LP (A | $721.56万 | 0.15% | 140,000 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $722.08万 | 0.15% | 67,655 | -1,495 | -2.2% | -$15.96万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $722.64万 | 0.15% | 83,110 | 83,110 | — | $722.64万 | 新建仓 |
| MAR | MARRIOTT INTERNATIONAL CLASS A | $727.76万 | 0.15% | 19,638 | -432 | -2.2% | -$16.01万 | 减仓 |
| BOOT | BOOT BARN HOLDINGS INC | $732.17万 | 0.15% | 44,571 | 15,411 | 52.8% | $253.16万 | 加仓 |
| MU | MICRON TECHNOLOGY | $738.17万 | 0.15% | 6,395 | 4,360 | 214.3% | $503.27万 | 加仓 |
| AMGN | AMGEN | $738.58万 | 0.15% | 20,396 | 2,038 | 11.1% | $73.80万 | 加仓 |
| VRT | VERTIV HOLDINGS CO CL A | $745.31万 | 0.16% | 22,260 | -41,252 | -65.0% | -$1,381.20万 | 减仓 |
| — | BOEING A 6 10/15/27 (5.828 cr | $745.58万 | 0.16% | 110,000 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN CORP | $752.75万 | 0.16% | 23,928 | -390 | -1.6% | -$12.27万 | 减仓 |
| SPGI | S&P GLOBAL INC | $764.71万 | 0.16% | 18,777 | -223 | -1.2% | -$9.08万 | 减仓 |
| AGX | ARGAN INC | $765.81万 | 0.16% | 9,590 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $788.97万 | 0.16% | 77,616 | 77,616 | — | $788.97万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRASTRUCTURE | $790.12万 | 0.16% | 98,200 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $793.62万 | 0.17% | 31,538 | 1,227 | 4.0% | $30.88万 | 加仓 |
| MDT | MEDTRONIC PLC | $806.98万 | 0.17% | 103,155 | -19,004 | -15.6% | -$148.67万 | 减仓 |
| PSX | PHILLIPS 66 | $811.05万 | 0.17% | 47,977 | -287 | -0.6% | -$4.85万 | 减仓 |
| KHC | KRAFT HEINZ CO | $817.80万 | 0.17% | 346,232 | 38,433 | 12.5% | $90.78万 | 加仓 |
| FDX | FDX - FEDEX CORPORATION | $819.84万 | 0.17% | 26,182 | -70 | -0.3% | -$2.19万 | 减仓 |
| XMTR | XOMETRY INC - CL A | $837.36万 | 0.17% | 86,755 | 48,440 | 126.4% | $467.54万 | 加仓 |
| DOW | DOW INC (DOW) | $846.41万 | 0.18% | 309,361 | -3,941 | -1.3% | -$10.78万 | 减仓 |
| AME | AMETEK INC. | $852.96万 | 0.18% | 35,255 | -12,320 | -25.9% | -$298.07万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INC. | $855.12万 | 0.18% | 46,700 | -6,000 | -11.4% | -$109.87万 | 减仓 |
| MOD | MODINE MANUFACTURING | $855.29万 | 0.18% | 32,031 | 7,891 | 32.7% | $210.71万 | 加仓 |
| PI | IMPINJ INC | $871.07万 | 0.18% | 60,816 | 50,590 | 494.7% | $724.60万 | 加仓 |
| HNGE | HINGE HEALTH INC | $875.24万 | 0.18% | 105,450 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL RAILWAY CO | $882.35万 | 0.18% | 73,998 | 0 | 0.0% | — | 不变 |
| GFS | GLOBALFOUNDRIES INC | $887.27万 | 0.19% | 107,665 | 107,665 | — | $887.27万 | 新建仓 |
| USB | US BANCORP | $889.37万 | 0.19% | 147,247 | 330 | 0.2% | $1.99万 | 加仓 |
| AMAT | APPLIED MATERIALS | $890.88万 | 0.19% | 12,322 | 3,269 | 36.1% | $236.35万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $900.62万 | 0.19% | 99,560 | 2,000 | 2.1% | $18.09万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $914.72万 | 0.19% | 99,773 | 712 | 0.7% | $6.53万 | 加仓 |
| SU | SUNCOR ENERGY INC | $918.21万 | 0.19% | 171,053 | -3,895 | -2.2% | -$20.91万 | 减仓 |
| C | CITIGROUP INC | $919.27万 | 0.19% | 65,681 | -141 | -0.2% | -$1.97万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $921.45万 | 0.19% | 42,160 | -20,850 | -33.1% | -$455.70万 | 减仓 |
| ECG | EVERUS CONSTRUCTION GROUP | $924.09万 | 0.19% | 55,685 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE ADR (GE) | $929.28万 | 0.19% | 60,300 | -14,700 | -19.6% | -$226.54万 | 减仓 |
| HLT | HILTON INC | $929.55万 | 0.19% | 28,129 | -25,611 | -47.7% | -$846.34万 | 减仓 |
| UL | UNILEVER PLC ADR (TICKER UL) | $932.64万 | 0.19% | 155,130 | -177,003 | -53.3% | -$1,064.14万 | 减仓 |
| CAG | CONAGRA BRANDS | $934.81万 | 0.20% | 694,513 | 42,445 | 6.5% | $57.13万 | 加仓 |
| UNP | UNION PACIFIC | $964.13万 | 0.20% | 35,446 | 1,053 | 3.1% | $28.64万 | 加仓 |
| CME | CME GROUP INC. | $964.39万 | 0.20% | 43,671 | -243 | -0.6% | -$5.37万 | 减仓 |
| NOVT | NOVANTA INC | $974.01万 | 0.20% | 60,035 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES | $977.85万 | 0.20% | 135,511 | 2,380 | 1.8% | $17.17万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HOLDINGS | $991.36万 | 0.21% | 115,530 | -1,116 | -1.0% | -$9.58万 | 减仓 |
| MA | MASTERCARD INC-CLASS A | $997.41万 | 0.21% | 19,420 | -4,270 | -18.0% | -$219.31万 | 减仓 |
| WMS | ADVANCED DRAINAGE SYSTEMS INC | $1,008.15万 | 0.21% | 64,230 | -11,950 | -15.7% | -$187.57万 | 减仓 |
| VIAV | VIAVI SOLUTIONS | $1,020.32万 | 0.21% | 213,680 | 213,680 | — | $1,020.32万 | 新建仓 |
| NET | CLOUDFLARE INC - CL A | $1,025.71万 | 0.21% | 41,818 | 39,118 | 1,448.8% | $959.49万 | 加仓 |