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 |
|---|---|---|---|---|---|---|---|---|
| TRNS | TRANSCAT INC | $427.24万 | 0.09% | 58,167 | -613 | -1.0% | -$4.50万 | 减仓 |
| BOOT | BOOT BARN HOLDINGS INC | $426.79万 | 0.09% | 29,160 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $425.08万 | 0.09% | 14,540 | 0 | 0.0% | — | 不变 |
| PAY | PAYMENTUS HOLDINGS - A | $424.97万 | 0.09% | 167,310 | 2,800 | 1.7% | $7.11万 | 加仓 |
| VNOM | VIPER ENERGY INC | $422.91万 | 0.09% | 90,000 | -35,000 | -28.0% | -$164.47万 | 减仓 |
| APH | AMPHENOL CP | $419.13万 | 0.09% | 33,172 | -15,430 | -31.7% | -$194.96万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC. | $418.95万 | 0.09% | 386,840 | -206,480 | -34.8% | -$223.62万 | 减仓 |
| DORM | DORMAN PRODUCTS INC | $418.12万 | 0.09% | 40,065 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $416.09万 | 0.09% | 54,115 | 54,115 | — | $416.09万 | 新建仓 |
| WAY | WAYSTAR HOLDINGS | $415.61万 | 0.09% | 172,380 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $414.35万 | 0.09% | 175,870 | 62,485 | 55.1% | $147.21万 | 加仓 |
| TREX | TREX COMPANY, INC | $411.09万 | 0.09% | 112,875 | -300 | -0.3% | -$1.09万 | 减仓 |
| ADSK | AUTODESK | $407.53万 | 0.09% | 17,023 | -11,100 | -39.5% | -$265.73万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $407.52万 | 0.09% | 83,593 | -150 | -0.2% | -$7,313 | 减仓 |
| HNGE | HINGE HEALTH INC | $406.62万 | 0.09% | 105,450 | 105,450 | — | $406.62万 | 新建仓 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $406.12万 | 0.09% | 13,500 | 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 |
| PEGA | PEGASYSTEMS INC | $405.11万 | 0.09% | 95,185 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FUNDS S&P 500 | $404.48万 | 0.09% | 6,769 | 151 | 2.3% | $9.02万 | 加仓 |
| NVO | NOVO-NORDISK A/S-SPONS ADR | $400.91万 | 0.09% | 109,092 | -59,053 | -35.1% | -$217.02万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $389.24万 | 0.08% | 8,225 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE INC | $377.83万 | 0.08% | 6,245 | 6,245 | — | $377.83万 | 新建仓 |
| DXCM | DEXCOM INC | $375.55万 | 0.08% | 59,801 | -22,660 | -27.5% | -$142.30万 | 减仓 |
| SFM | SPROUTS FARMERS MARKET, INC. | $373.76万 | 0.08% | 48,458 | 48,458 | — | $373.76万 | 新建仓 |
| WRBY | WARBY PARKER INC | $373.48万 | 0.08% | 177,255 | 6,575 | 3.9% | $13.85万 | 加仓 |
| VCEL | VERICEL CORP | $366.56万 | 0.08% | 113,944 | -846 | -0.7% | -$2.72万 | 减仓 |
| CEG | CONSTELLATION ENERGY GROUP | $366.12万 | 0.08% | 13,111 | -967 | -6.9% | -$27.00万 | 减仓 |
| BE | BLOOM ENERGY CORPORATION | $362.37万 | 0.08% | 26,745 | 3,350 | 14.3% | $45.39万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $360.78万 | 0.08% | 137,022 | 30,240 | 28.3% | $79.62万 | 加仓 |
| SNOW | SNOWFLAKE, INC | $360.29万 | 0.08% | 23,889 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS, INC | $352.79万 | 0.08% | 8,898 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HOLDINGS INC | $350.05万 | 0.08% | 77,394 | -182,989 | -70.3% | -$827.66万 | 减仓 |
| CWST | CASELLA WASTE SYSTEMS INC-A | $350.01万 | 0.08% | 44,115 | 760 | 1.8% | $6.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC. - CLAS | $344.78万 | 0.07% | 7,195 | -830 | -10.3% | -$39.77万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS & FRAGRA | $344.69万 | 0.07% | 47,510 | -4,276 | -8.3% | -$31.02万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVS INC | $342.57万 | 0.07% | 13,668 | 13,668 | — | $342.57万 | 新建仓 |
| ELF | E.L.F BEAUTY INC | $340.69万 | 0.07% | 56,210 | -74,651 | -57.0% | -$452.46万 | 减仓 |
| RBLX | ROBLOX CORP | $339.36万 | 0.07% | 60,000 | 6,750 | 12.7% | $38.18万 | 加仓 |
| OLLI | OLLIE'S BARGAIN OUTLET HOLDING | $334.57万 | 0.07% | 36,350 | 17,295 | 90.8% | $159.18万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $328.64万 | 0.07% | 6,686 | -119 | -1.7% | -$5.85万 | 减仓 |
| CPAY | CORPAY INC | $328.50万 | 0.07% | 11,289 | -11,555 | -50.6% | -$336.24万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $325.76万 | 0.07% | 310,837 | 1,450 | 0.5% | $1.52万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC - CL A | $324.70万 | 0.07% | 174,665 | 174,665 | — | $324.70万 | 新建仓 |
| PODD | INSULET CORP | $321.06万 | 0.07% | 15,300 | -3,200 | -17.3% | -$67.15万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $319.83万 | 0.07% | 55,488 | -1,780 | -3.1% | -$10.26万 | 减仓 |
| ZS | ZSCALER INC | $318.46万 | 0.07% | 22,700 | 1,025 | 4.7% | $14.38万 | 加仓 |
| VERX | VERTEX | $318.28万 | 0.07% | 267,690 | -1,295 | -0.5% | -$1.54万 | 减仓 |
| BROS | DUTCH BROS INC | $316.15万 | 0.07% | 62,407 | 2,817 | 4.7% | $14.27万 | 加仓 |
| ET | ENERGY TRANSFER LP (K-1) | $313.82万 | 0.07% | 162,600 | -25 | -0.0% | -$482 | 减仓 |
| UPS | UNITED PARCEL SERVICE - CL B | $310.72万 | 0.07% | 31,584 | -2,879 | -8.4% | -$28.32万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES | $309.64万 | 0.07% | 23,260 | -15,000 | -39.2% | -$199.68万 | 减仓 |
| AMAT | APPLIED MATERIALS | $309.42万 | 0.07% | 9,053 | -980 | -9.8% | -$33.50万 | 减仓 |
| LNTH | LANTHEUS HOLDINGS INC | $306.32万 | 0.07% | 40,385 | 0 | 0.0% | — | 不变 |
| RHHBY | ROCHE HLDS LTD SPONSORED ADR | $302.90万 | 0.07% | 61,873 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT, INC. | $301.37万 | 0.06% | 16,464 | -15,154 | -47.9% | -$277.39万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS (MIRM) - | $298.20万 | 0.06% | 1,000,000 | -100,000 | -9.1% | -$29.82万 | 减仓 |
| NTRA | NATERA, INC | $296.81万 | 0.06% | 14,841 | -35,088 | -70.3% | -$701.73万 | 减仓 |
| PBI | PITNEY BOWES INC | $296.73万 | 0.06% | 268,530 | -1,430 | -0.5% | -$1.58万 | 减仓 |
| GE | GE AEROSPACE | $291.49万 | 0.06% | 10,272 | 2,907 | 39.5% | $82.49万 | 加仓 |
| WING | WINGSTOP INC | $291.34万 | 0.06% | 18,800 | 7,000 | 59.3% | $108.48万 | 加仓 |
| SM | SM ENERGY COMPANY | $286.88万 | 0.06% | 92,007 | 92,007 | — | $286.88万 | 新建仓 |
| — | LANDMARK BANCORP INC. | $286.32万 | 0.06% | 115,451 | -1,770 | -1.5% | -$4.39万 | 减仓 |
| WCN | WASTE CONNECTIONS INC. | $284.42万 | 0.06% | 17,509 | 17,509 | — | $284.42万 | 新建仓 |
| ICFI | ICF INTL INC | $281.79万 | 0.06% | 43,160 | -396 | -0.9% | -$2.59万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $278.17万 | 0.06% | 13,164 | -5,000 | -27.5% | -$105.66万 | 减仓 |
| LRN | STRIDE INC (LRN) - 18.9109 con | $275.04万 | 0.06% | 1,600,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $271.38万 | 0.06% | 7,300 | 78 | 1.1% | $2.90万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $265.27万 | 0.06% | 4,389 | 10 | 0.2% | $6,044 | 加仓 |
| VRNS | VARONIS SYSTEMS INC | $262.23万 | 0.06% | 122,139 | -58,219 | -32.3% | -$125.00万 | 减仓 |
| MTCH | MATCH GROUP INC | $256.77万 | 0.06% | 83,610 | -10,545 | -11.2% | -$32.38万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP | $256.17万 | 0.06% | 124,535 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $253.89万 | 0.05% | 3,904 | 62 | 1.6% | $4.03万 | 加仓 |
| HLNE | HAMILTON LANE INC - CLASS A | $252.01万 | 0.05% | 25,353 | -213 | -0.8% | -$2.12万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $248.54万 | 0.05% | 43,000 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $246.37万 | 0.05% | 12,994 | -312 | -2.3% | -$5.92万 | 减仓 |
| NKE | NIKE INC | $244.70万 | 0.05% | 46,328 | 23,337 | 101.5% | $123.27万 | 加仓 |
| NOW | SERVICENOW | $240.88万 | 0.05% | 23,040 | 1,585 | 7.4% | $16.57万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP FORMULA ONE | $238.37万 | 0.05% | 30,529 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY MEDIA CORP - SER C LIB | $235.28万 | 0.05% | 25,000 | -10,000 | -28.6% | -$94.11万 | 减仓 |
| TENB | TENABLE HOLDINGS | $235.20万 | 0.05% | 139,050 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $234.84万 | 0.05% | 7,147 | -50 | -0.7% | -$1.64万 | 减仓 |
| AOS | A. O. SMITH CORP | $232.55万 | 0.05% | 35,267 | 185 | 0.5% | $1.22万 | 加仓 |
| PANW | PALO ALTO NETWORKS, INC. | $231.85万 | 0.05% | 14,462 | -1,450 | -9.1% | -$23.25万 | 减仓 |
| ETN | EATON CORP PLC | $231.23万 | 0.05% | 6,465 | 430 | 7.1% | $15.38万 | 加仓 |
| HAS | HASBRO INC | $229.83万 | 0.05% | 24,555 | -11,265 | -31.4% | -$105.44万 | 减仓 |
| EIX | EDISON INTERNATIONAL INC | $226.67万 | 0.05% | 30,974 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $224.87万 | 0.05% | 4,878 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS | $224.34万 | 0.05% | 35,780 | 0 | 0.0% | — | 不变 |
| ZYME | ZYMEWORKS INC | $222.36万 | 0.05% | 88,800 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $222.10万 | 0.05% | 8,989 | 1,000 | 12.5% | $24.71万 | 加仓 |
| F | FORD MOTOR CO | $220.03万 | 0.05% | 190,671 | -5,500 | -2.8% | -$6.35万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS | $218.55万 | 0.05% | 29,105 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELECTRIC POWER | $217.76万 | 0.05% | 16,613 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $216.34万 | 0.05% | 2,500 | 0 | 0.0% | — | 不变 |
| — | PATRICK INDUSTRIES INC (PATK) | $216.31万 | 0.05% | 1,250,000 | 0 | 0.0% | — | 不变 |
| BWIN | BALDWIN INSURANCE GROUP | $216.07万 | 0.05% | 98,480 | -81,039 | -45.1% | -$177.80万 | 减仓 |
| BIO | BIO RAD LABORATORIES INC CL A | $215.36万 | 0.05% | 7,726 | 1,120 | 17.0% | $31.22万 | 加仓 |
| — | NINTENDO LIMITED | $207.28万 | 0.04% | 150,320 | 0 | 0.0% | — | 不变 |
| LHX | L3 HARRIS TECHNOLOGIES | $206.47万 | 0.04% | 5,982 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY (WALT) CO. | $206.17万 | 0.04% | 21,391 | -890 | -4.0% | -$8.58万 | 减仓 |