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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -653,550 | -100.0% | -$1.11亿 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES | $0 | 0.00% | 0 | -193,000 | -100.0% | -$1,100.10万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -129,285 | -100.0% | -$894.52万 | 清仓 |
| IQV | IQVIA HOLDINGS INC | $0 | 0.00% | 0 | -46,200 | -100.0% | -$787.89万 | 清仓 |
| COR | CENCORA (FORMERLY AMERISOURCE- | $0 | 0.00% | 0 | -22,560 | -100.0% | -$708.70万 | 清仓 |
| CIEN | CIENA CORPORATION | $0 | 0.00% | 0 | -17,855 | -100.0% | -$693.18万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -73,837 | -100.0% | -$676.79万 | 清仓 |
| ALC | ALCON INC | $0 | 0.00% | 0 | -76,317 | -100.0% | -$575.05万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -89,080 | -100.0% | -$551.58万 | 清仓 |
| STRL | STERLING INFRASTRUCTURE | $0 | 0.00% | 0 | -13,075 | -100.0% | -$532.51万 | 清仓 |
| FCN | FTI CONSULTING INC. | $0 | 0.00% | 0 | -25,400 | -100.0% | -$449.00万 | 清仓 |
| CHWY | CHEWY, INC CL A | $0 | 0.00% | 0 | -158,300 | -100.0% | -$427.41万 | 清仓 |
| ADSK | AUTODESK | $0 | 0.00% | 0 | -17,023 | -100.0% | -$407.53万 | 清仓 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $0 | 0.00% | 0 | -13,500 | -100.0% | -$406.12万 | 清仓 |
| SFM | SPROUTS FARMERS MARKET, INC. | $0 | 0.00% | 0 | -48,458 | -100.0% | -$373.76万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -60,000 | -100.0% | -$339.36万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -15,300 | -100.0% | -$321.06万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -22,700 | -100.0% | -$318.46万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES | $0 | 0.00% | 0 | -23,260 | -100.0% | -$309.64万 | 清仓 |
| AVAV | AEROVIRONMENT, INC. | $0 | 0.00% | 0 | -16,464 | -100.0% | -$301.37万 | 清仓 |
| WCN | WASTE CONNECTIONS INC. | $0 | 0.00% | 0 | -17,509 | -100.0% | -$284.42万 | 清仓 |
| ICFI | ICF INTL INC | $0 | 0.00% | 0 | -43,160 | -100.0% | -$281.79万 | 清仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | -43,000 | -100.0% | -$248.54万 | 清仓 |
| TENB | TENABLE HOLDINGS | $0 | 0.00% | 0 | -139,050 | -100.0% | -$235.20万 | 清仓 |
| BWIN | BALDWIN INSURANCE GROUP | $0 | 0.00% | 0 | -98,480 | -100.0% | -$216.07万 | 清仓 |
| — | NINTENDO LIMITED | $0 | 0.00% | 0 | -150,320 | -100.0% | -$207.28万 | 清仓 |
| BSY | BENTLEY SYSTEMS INC - CL B | $0 | 0.00% | 0 | -58,000 | -100.0% | -$203.70万 | 清仓 |
| RBA | RB GLOBAL INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$191.70万 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC (ARRY) | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$180.60万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORPORATION | $0 | 0.00% | 0 | -18,520 | -100.0% | -$179.14万 | 清仓 |
| MTD | METTLER-TOLEDO INTERNATIONAL I | $0 | 0.00% | 0 | -1,385 | -100.0% | -$174.68万 | 清仓 |
| INTU | INTUIT INC | $0 | 0.00% | 0 | -3,869 | -100.0% | -$167.29万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$166.82万 | 清仓 |
| CCL | CARNIVAL CORP CLASS A PAIRED S | $0 | 0.00% | 0 | -54,975 | -100.0% | -$142.28万 | 清仓 |
| PRCT | PROCEPT BIOROBOTICS | $0 | 0.00% | 0 | -42,735 | -100.0% | -$106.88万 | 清仓 |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY | $0 | 0.00% | 0 | -6,125 | -100.0% | -$103.42万 | 清仓 |
| — | HAYMAKER ACQUISITION CORP 4 | $0 | 0.00% | 0 | -60,000 | -100.0% | -$69.24万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORPORATION | $0 | 0.00% | 0 | -10,537 | -100.0% | -$66.12万 | 清仓 |
| VRRM | VERRA MOBILITY CORPORATION | $0 | 0.00% | 0 | -43,969 | -100.0% | -$62.83万 | 清仓 |
| FCX | FREEPORT MCMORAN COPPER & GOLD | $0 | 0.00% | 0 | -7,550 | -100.0% | -$44.38万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -1,775 | -100.0% | -$43.33万 | 清仓 |
| PHR | PHREESIA INC (PHR) | $0 | 0.00% | 0 | -38,859 | -100.0% | -$32.56万 | 清仓 |
| W | WAYFAIR, INC | $0 | 0.00% | 0 | -3,625 | -100.0% | -$27.26万 | 清仓 |
| MKTX | MARKETAXESS HOLDINGS, INC. | $0 | 0.00% | 0 | -1,289 | -100.0% | -$21.27万 | 清仓 |
| — | SELECTQUOTE INC | $2.44万 | 0.00% | 29,000 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENERAL CORP | $20.12万 | 0.00% | 1,748 | 0 | 0.0% | — | 不变 |
| SBGSY | SCHNEIDER ELEC UNSP/ADR (FRENC | $20.28万 | 0.00% | 3,107 | -598 | -16.1% | -$3.90万 | 重新持有 |
| SNA | SNAP ON INC | $20.52万 | 0.00% | 510 | 510 | — | $20.52万 | 新建仓 |
| RSPT | INVESCO S&P 500 EQ WGT TECH ET | $20.64万 | 0.00% | 3,200 | 3,200 | — | $20.64万 | 新建仓 |
| CSL | CARLISLE COS INC | $20.93万 | 0.00% | 577 | 577 | — | $20.93万 | 新建仓 |
| ZTS | ZOETIS INC | $21.09万 | 0.00% | 2,935 | 1,170 | 66.3% | $8.41万 | 加仓 |
| DE | DEERE & CO | $21.44万 | 0.00% | 338 | 338 | — | $21.44万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC (DD) | $21.78万 | 0.00% | 1,606 | -24,328 | -93.8% | -$329.99万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GROUP INC | $22.37万 | 0.00% | 1,250 | 1,250 | — | $22.37万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $22.91万 | 0.00% | 12,363 | -1,000 | -7.5% | -$1.85万 | 减仓 |
| DUK | DUKE ENERGY CORPORATION | $23.34万 | 0.00% | 1,844 | -141 | -7.1% | -$1.78万 | 减仓 |
| — | COHEN & STEERS REAL ESTATE OPP | $23.77万 | 0.00% | 15,100 | 15,100 | — | $23.77万 | 新建仓 |
| NSRGY | NESTLE S A SPONSORED ADR REPST | $24.05万 | 0.01% | 2,335 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INCORPORATED | $25.44万 | 0.01% | 2,170 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $26.65万 | 0.01% | 7,401 | -525 | -6.6% | -$1.89万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $27.04万 | 0.01% | 531 | 36 | 7.3% | $1.83万 | 加仓 |
| MORN | MORNINGSTAR INC. | $27.82万 | 0.01% | 1,783 | -281 | -13.6% | -$4.38万 | 减仓 |
| CLB | CORE LABORATORIES NV | $28.06万 | 0.01% | 24,085 | -690 | -2.8% | -$8,038 | 减仓 |
| CPRT | COPART INC | $28.63万 | 0.01% | 10,157 | -330,281 | -97.0% | -$931.06万 | 减仓 |
| JCI | JOHNSON CONTROLS INC | $29.34万 | 0.01% | 2,008 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN, INC | $30.05万 | 0.01% | 6,765 | -55 | -0.8% | -$2,443 | 减仓 |
| CIGI | COLLIERS INTL GROUP INC | $30.20万 | 0.01% | 3,220 | -990 | -23.5% | -$9.29万 | 减仓 |
| ITW | ILLINOIS TOOL WORKS INC | $30.40万 | 0.01% | 1,124 | -25 | -2.2% | -$6,762 | 减仓 |
| VOE | VANGUARD MORNINGSTAR MID-CAP V | $30.75万 | 0.01% | 1,556 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SERVICES INC | $30.96万 | 0.01% | 430 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES INC. | $31.31万 | 0.01% | 1,420 | -35 | -2.4% | -$7,717 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $31.31万 | 0.01% | 4,269 | 4,269 | — | $31.31万 | 新建仓 |
| STRZ | STARZ ENTERTAINMENT CORP | $31.98万 | 0.01% | 11,082 | -15,246 | -57.9% | -$44.00万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $32.96万 | 0.01% | 1,875 | 5 | 0.3% | $879 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $33.67万 | 0.01% | 2,369 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $34.98万 | 0.01% | 31,432 | 0 | 0.0% | — | 不变 |
| — | PUBLIC POLICY HOLDING CO INC | $35.04万 | 0.01% | 47,284 | -1,596 | -3.3% | -$1.18万 | 减仓 |
| VEEV | VEEVA SYSTEMS INC CL A | $36.12万 | 0.01% | 2,035 | -70,011 | -97.2% | -$1,242.48万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $36.63万 | 0.01% | 4,173 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS, INC | $36.65万 | 0.01% | 2,474 | -4,557 | -64.8% | -$67.52万 | 减仓 |
| NVS | NOVARTIS AG ADR | $37.46万 | 0.01% | 2,390 | -15 | -0.6% | -$2,351 | 减仓 |
| TTE | TOTALENERGIES SE (FR) | $37.71万 | 0.01% | 4,850 | -103 | -2.1% | -$8,009 | 减仓 |
| — | RARE EARTHS AMERICAS INC | $37.84万 | 0.01% | 24,765 | 24,765 | — | $37.84万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $38.12万 | 0.01% | 1,725 | 1,725 | — | $38.12万 | 新建仓 |
| SJM | JM SMUCKER CO | $39.32万 | 0.01% | 3,495 | 400 | 12.9% | $4.50万 | 加仓 |
| UMBF | UMB FINANCIAL CORP | $39.97万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORPORATION | $40.86万 | 0.01% | 1,350 | -25,395 | -95.0% | -$768.71万 | 减仓 |
| NCNO | NCINO, INC | $41.12万 | 0.01% | 25,152 | -763 | -2.9% | -$1.25万 | 减仓 |
| MO | ALTRIA GROUP (MO) | $43.18万 | 0.01% | 6,002 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC | $44.90万 | 0.01% | 88,041 | 88,041 | — | $44.90万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL- CLASS | $45.19万 | 0.01% | 13,290 | 155 | 1.2% | $5,270 | 加仓 |
| KIDS | ORTHOPEDIATRICS CORP | $48.05万 | 0.01% | 25,117 | -713 | -2.8% | -$1.36万 | 减仓 |
| GDYN | GRID DYNAMICS HOLDINGS INC | $49.11万 | 0.01% | 86,460 | -2,916 | -3.3% | -$1.66万 | 减仓 |
| CNS | COHEN & STEERS INC. | $49.34万 | 0.01% | 6,480 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $51.35万 | 0.01% | 1,185 | 1,185 | — | $51.35万 | 新建仓 |
| WD | WALKER & DUNLOP INC (WD) | $51.42万 | 0.01% | 9,400 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD | $51.96万 | 0.01% | 1,525 | 601 | 65.0% | $20.48万 | 加仓 |
| — | CARLSMED INC | $53.65万 | 0.01% | 51,688 | -1,744 | -3.3% | -$1.81万 | 减仓 |
| HMH | HMH HOLDINGS INC | $54.39万 | 0.01% | 29,024 | 29,024 | — | $54.39万 | 新建仓 |
| LOVE | THE LOVESAC CO | $55.60万 | 0.01% | 33,315 | -1,122 | -3.3% | -$1.87万 | 减仓 |