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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC - SPONS ADR (U | $0 | 0.00% | 0 | -146,888 | -100.0% | -$2,700.69万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -46,871 | -100.0% | -$1,182.46万 | 清仓 |
| — | CLEARWATER ANALYTICS HOLDING | $0 | 0.00% | 0 | -430,350 | -100.0% | -$1,038.00万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -4,610 | -100.0% | -$779.38万 | 清仓 |
| RELX | RELX PLC - SPON ADR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CHART INDUSTRIES INC | $0 | 0.00% | 0 | -34,644 | -100.0% | -$714.46万 | 清仓 |
| PINS | PINTEREST INC CL A | $0 | 0.00% | 0 | -264,296 | -100.0% | -$684.26万 | 清仓 |
| MMYT | MAKEMYTRIP LTC | $0 | 0.00% | 0 | -80,000 | -100.0% | -$656.96万 | 清仓 |
| — | TENCENT HOLDINGS LIMITED | $0 | 0.00% | 0 | -85,000 | -100.0% | -$654.14万 | 清仓 |
| ADMA | ADMA BIOLOGICS INC | $0 | 0.00% | 0 | -356,867 | -100.0% | -$650.93万 | 清仓 |
| QDEL | QUIDELORTHO CORP | $0 | 0.00% | 0 | -205,020 | -100.0% | -$585.54万 | 清仓 |
| FLUT | FLUTTER ENTERTAINMENT PLC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$537.60万 | 清仓 |
| EXPE | EXPEDIA GROUP, INC | $0 | 0.00% | 0 | -18,540 | -100.0% | -$525.26万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -140,000 | -100.0% | -$511.56万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -39,190 | -100.0% | -$491.29万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -8,185 | -100.0% | -$464.85万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -29,076 | -100.0% | -$463.01万 | 清仓 |
| ICLR | ICON PLC - SPONSORED ADR | $0 | 0.00% | 0 | -25,037 | -100.0% | -$456.22万 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -245,605 | -100.0% | -$451.42万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS, INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JLL | JONES LANG LASALLE INCORPORATE | $0 | 0.00% | 0 | -12,500 | -100.0% | -$420.59万 | 清仓 |
| — | PG&E CORP (PCG) - 43.2584 conv | $0 | 0.00% | 0 | -4,000,000 | -100.0% | -$411.04万 | 清仓 |
| RDDT | REDDIT, INC | $0 | 0.00% | 0 | -17,100 | -100.0% | -$393.08万 | 清仓 |
| — | SKYWATER TECHNOLOGY INC | $0 | 0.00% | 0 | -214,560 | -100.0% | -$389.64万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -21,225 | -100.0% | -$382.35万 | 清仓 |
| PTC | PTC Inc | $0 | 0.00% | 0 | -16,000 | -100.0% | -$278.74万 | 清仓 |
| — | SHIFT4 PAYMENTS 6 DUE 5/1/28 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$239.46万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS | $0 | 0.00% | 0 | -300,000 | -100.0% | -$238.50万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -21,800 | -100.0% | -$207.82万 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -56,065 | -100.0% | -$151.88万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -253,778 | -100.0% | -$96.44万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -1,350 | -100.0% | -$90.97万 | 清仓 |
| — | PTC THERAPEUTICS INC (PTCT) - | $0 | 0.00% | 0 | -600,000 | -100.0% | -$88.91万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -9,684 | -100.0% | -$84.59万 | 清仓 |
| TDC | TERADATA CORPORATION | $0 | 0.00% | 0 | -25,609 | -100.0% | -$77.95万 | 清仓 |
| GPK | GRAPHIC PACKAGING HOLDING CO | $0 | 0.00% | 0 | -43,700 | -100.0% | -$65.81万 | 清仓 |
| FSLR | FIRST SOLAR, INC | $0 | 0.00% | 0 | -2,470 | -100.0% | -$64.52万 | 清仓 |
| KVUE | KENVUE, INC | $0 | 0.00% | 0 | -36,440 | -100.0% | -$62.86万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL (BMRN) | $0 | 0.00% | 0 | -500,000 | -100.0% | -$47.90万 | 清仓 |
| NTNX | NUTANIX INC - A | $0 | 0.00% | 0 | -8,950 | -100.0% | -$46.26万 | 清仓 |
| ONON | ON HOLDING AG | $0 | 0.00% | 0 | -8,450 | -100.0% | -$39.28万 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -1,650 | -100.0% | -$32.48万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC (A | $0 | 0.00% | 0 | -300,000 | -100.0% | -$30.81万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $0 | 0.00% | 0 | -850 | -100.0% | -$21.86万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -3,165 | -100.0% | -$21.56万 | 清仓 |
| DVN | DEVON ENERGY CORP | $0 | 0.00% | 0 | -5,635 | -100.0% | -$20.64万 | 清仓 |
| SBGSY | SCHNEIDER ELEC UNSP/ADR (FRENC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SELECTQUOTE INC | $1.83万 | 0.00% | 29,000 | 14,000 | 93.3% | $8,813 | 加仓 |
| DG | DOLLAR GENERAL CORP | $20.75万 | 0.00% | 1,748 | -105 | -5.7% | -$1.25万 | 减仓 |
| ZTS | ZOETIS INC | $20.86万 | 0.00% | 1,765 | -87 | -4.7% | -$1.03万 | 减仓 |
| MKTX | MARKETAXESS HOLDINGS, INC. | $21.27万 | 0.00% | 1,289 | -25 | -1.9% | -$4,124 | 减仓 |
| NSRGY | NESTLE S A SPONSORED ADR REPST | $22.79万 | 0.00% | 2,335 | 25 | 1.1% | $2,440 | 加仓 |
| PWR | QUANTA SERVICES INC | $23.61万 | 0.01% | 430 | 430 | — | $23.61万 | 新建仓 |
| AFL | AFLAC INCORPORATED | $23.81万 | 0.01% | 2,170 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $24.08万 | 0.01% | 13,363 | 52 | 0.4% | $937 | 加仓 |
| DUK | DUKE ENERGY CORPORATION | $25.99万 | 0.01% | 1,985 | 1,985 | — | $25.99万 | 新建仓 |
| JCI | JOHNSON CONTROLS INC | $26.29万 | 0.01% | 2,008 | -50 | -2.4% | -$6,548 | 减仓 |
| W | WAYFAIR, INC | $27.26万 | 0.01% | 3,625 | 3,625 | — | $27.26万 | 新建仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $28.67万 | 0.01% | 1,556 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $29.34万 | 0.01% | 7,926 | 7,926 | — | $29.34万 | 新建仓 |
| SJM | JM SMUCKER CO | $29.85万 | 0.01% | 3,095 | 420 | 15.7% | $4.05万 | 加仓 |
| ITW | ILLINOIS TOOL WORKS INC | $29.91万 | 0.01% | 1,149 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD | $30.12万 | 0.01% | 924 | 9 | 1.0% | $2,933 | 加仓 |
| STRZ | STARZ ENTERTAINMENT CORP | $30.28万 | 0.01% | 26,328 | -359 | -1.3% | -$4,128 | 减仓 |
| UMBF | UMB FINANCIAL CORP | $31.58万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN, INC | $32.33万 | 0.01% | 6,820 | -150 | -2.2% | -$7,111 | 减仓 |
| PHR | PHREESIA INC (PHR) | $32.56万 | 0.01% | 38,859 | -1,312 | -3.3% | -$1.10万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $32.91万 | 0.01% | 2,369 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $33.77万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES INC. | $34.38万 | 0.01% | 1,455 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC. | $34.89万 | 0.01% | 2,064 | -11,763 | -85.1% | -$198.85万 | 减仓 |
| — | NET LEASE OFFICE PROPERTIES | $36.21万 | 0.01% | 31,432 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG ADR | $36.74万 | 0.01% | 2,405 | 265 | 12.4% | $4.05万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $36.99万 | 0.01% | 1,870 | -238 | -11.3% | -$4.71万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $38.76万 | 0.01% | 4,173 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO, INC | $38.82万 | 0.01% | 25,915 | 1,087 | 4.4% | $1.63万 | 加仓 |
| MO | ALTRIA GROUP (MO) | $39.61万 | 0.01% | 6,002 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC. | $40.53万 | 0.01% | 6,480 | -500 | -7.2% | -$3.13万 | 减仓 |
| KIDS | ORTHOPEDIATRICS CORP | $40.99万 | 0.01% | 25,830 | -873 | -3.3% | -$1.39万 | 减仓 |
| CLB | CORE LABORATORIES NV | $41.60万 | 0.01% | 24,775 | -2,200 | -8.2% | -$3.69万 | 减仓 |
| WD | WALKER & DUNLOP INC (WD) | $41.72万 | 0.01% | 9,400 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL- CLASS | $42.05万 | 0.01% | 13,135 | -475 | -3.5% | -$1.52万 | 减仓 |
| HUBS | HUBSPOT INC | $43.33万 | 0.01% | 1,775 | 719 | 68.1% | $17.55万 | 重新持有 |
| FCX | FREEPORT MCMORAN COPPER & GOLD | $44.38万 | 0.01% | 7,550 | 7,550 | — | $44.38万 | 新建仓 |
| CIGI | COLLIERS INTL GROUP INC | $45.00万 | 0.01% | 4,210 | -674 | -13.8% | -$7.20万 | 减仓 |
| TTE | TOTALENERGIES SE (FR) | $45.06万 | 0.01% | 4,953 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP - CL | $45.10万 | 0.01% | 6,725 | 6,725 | — | $45.10万 | 新建仓 |
| CNA | CNA FINANCIAL CORP | $48.17万 | 0.01% | 10,490 | 10,490 | — | $48.17万 | 新建仓 |
| — | CARLSMED INC | $48.36万 | 0.01% | 53,432 | -1,803 | -3.3% | -$1.63万 | 减仓 |
| ARGX | ARGENX SE | $49.29万 | 0.01% | 675 | -375 | -35.7% | -$27.38万 | 减仓 |
| — | CPI CARD GROUP INC | $49.34万 | 0.01% | 34,002 | -1,147 | -3.3% | -$1.66万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY | $49.70万 | 0.01% | 1,025 | 0 | 0.0% | — | 不变 |
| LOVE | THE LOVESAC CO | $50.86万 | 0.01% | 34,437 | -1,164 | -3.3% | -$1.72万 | 减仓 |
| GDYN | GRID DYNAMICS HOLDINGS INC | $50.94万 | 0.01% | 89,376 | -3,016 | -3.3% | -$1.72万 | 减仓 |
| — | CPI AEROSTRUCTURES INC | $51.55万 | 0.01% | 131,500 | 4,200 | 3.3% | $1.65万 | 加仓 |
| ALNT | ALLIENT INC | $55.43万 | 0.01% | 9,380 | 9,380 | — | $55.43万 | 新建仓 |
| NET | CLOUDFLARE INC - CL A | $55.71万 | 0.01% | 2,700 | 550 | 25.6% | $11.35万 | 加仓 |
| CHD | CHURCH & DWIGHT CO. INC. | $56.27万 | 0.01% | 6,030 | 0 | 0.0% | — | 不变 |
| — | SIMULATIONS PLUS, INC | $58.56万 | 0.01% | 49,545 | -1,673 | -3.3% | -$1.98万 | 减仓 |
| AMT | AMERICAN TOWER CORP (REIT) | $58.68万 | 0.01% | 3,400 | 0 | 0.0% | — | 不变 |