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 |
|---|---|---|---|---|---|---|---|---|
| BSY | BENTLEY SYSTEMS INC - CL B | $203.70万 | 0.04% | 58,000 | 58,000 | — | $203.70万 | 新建仓 |
| CRGY | CRESCENT ENERGY COMPANY | $202.50万 | 0.04% | 150,000 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $198.90万 | 0.04% | 10,655 | -2,305 | -17.8% | -$43.03万 | 减仓 |
| TIC | TIC SOLUTIONS | $194.79万 | 0.04% | 296,036 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INCO | $193.94万 | 0.04% | 5,404 | -10,599 | -66.2% | -$380.38万 | 减仓 |
| CTAS | CINTAS CORPORATION | $193.92万 | 0.04% | 11,465 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WATER SERVICE GROUP | $192.69万 | 0.04% | 42,500 | 42,500 | — | $192.69万 | 新建仓 |
| RBA | RB GLOBAL INC | $191.70万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS PARTNERS ( | $187.88万 | 0.04% | 49,650 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG, INC | $187.70万 | 0.04% | 15,900 | 0 | 0.0% | — | 不变 |
| STVN | STEVANATO GROUP SPA (ITALIAN F | $185.62万 | 0.04% | 135,000 | 135,000 | — | $185.62万 | 新建仓 |
| NOG | NORTHERN OIL AND GAS INC | $185.32万 | 0.04% | 63,400 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDUSTRIES PLC | $184.10万 | 0.04% | 97,200 | -401,325 | -80.5% | -$760.11万 | 减仓 |
| GWW | GRAINGER W W INC | $184.02万 | 0.04% | 1,687 | -5,417 | -76.3% | -$590.89万 | 减仓 |
| SBUX | STARBUCKS CORP | $183.61万 | 0.04% | 20,495 | -571 | -2.7% | -$5.12万 | 减仓 |
| IVV | ISHARES S&P 500 INDEX FUND | $182.38万 | 0.04% | 2,792 | -142 | -4.8% | -$9.28万 | 减仓 |
| SSNC | SS&C TECHNOLOGIES INC | $180.68万 | 0.04% | 26,740 | -25,902 | -49.2% | -$175.02万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC (ARRY) | $180.60万 | 0.04% | 2,000,000 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORPORATION | $179.14万 | 0.04% | 18,520 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYSTEMS GROUP INC | $178.90万 | 0.04% | 25,000 | 25,000 | — | $178.90万 | 新建仓 |
| INTA | INTAPP INC | $177.40万 | 0.04% | 69,055 | -59,125 | -46.1% | -$151.89万 | 减仓 |
| TSN | TYSON FOODS INC. | $176.67万 | 0.04% | 27,575 | -1,380 | -4.8% | -$8.84万 | 减仓 |
| MTD | METTLER-TOLEDO INTERNATIONAL I | $174.68万 | 0.04% | 1,385 | -525 | -27.5% | -$66.21万 | 减仓 |
| TMUS | T-MOBILE US | $172.29万 | 0.04% | 8,203 | 335 | 4.3% | $7.04万 | 加仓 |
| INTC | INTEL CORP | $168.14万 | 0.04% | 38,101 | -21,240 | -35.8% | -$93.73万 | 减仓 |
| OSW | ONE SPA WORLD HOLDINGS | $167.88万 | 0.04% | 73,151 | -2,470 | -3.3% | -$5.67万 | 减仓 |
| INTU | INTUIT INC | $167.29万 | 0.04% | 3,869 | -2,292 | -37.2% | -$99.10万 | 减仓 |
| XYL | XYLEM INC. | $167.28万 | 0.04% | 13,998 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORP CALSS A | $166.83万 | 0.04% | 88,600 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $166.82万 | 0.04% | 13,000 | 2,254 | 21.0% | $28.92万 | 加仓 |
| — | QXO INC 5.5 05/15/28 (cr 2.47 | $166.77万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $160.25万 | 0.03% | 2,074 | 183 | 9.7% | $14.14万 | 加仓 |
| GRDN | GUARDIAN PHARMACY SERV - A | $157.37万 | 0.03% | 41,786 | -4,410 | -9.5% | -$16.61万 | 减仓 |
| XMTR | XOMETRY INC - CL A | $156.48万 | 0.03% | 38,315 | 38,315 | — | $156.48万 | 新建仓 |
| WELL | WELLTOWER INC | $156.19万 | 0.03% | 7,900 | -10,000 | -55.9% | -$197.71万 | 减仓 |
| TLT | I-SHARES BARCLAYS 20 YR TREAS | $155.86万 | 0.03% | 17,979 | 651 | 3.8% | $5.64万 | 加仓 |
| PCG | PG & E CORP | $145.13万 | 0.03% | 82,600 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER, INC | $144.73万 | 0.03% | 9,500 | 9,500 | — | $144.73万 | 新建仓 |
| MMM | 3M CO | $143.56万 | 0.03% | 9,885 | -500 | -4.8% | -$7.26万 | 减仓 |
| VTRS | VIATRIS INC | $143.18万 | 0.03% | 105,980 | -11,197 | -9.6% | -$15.13万 | 减仓 |
| CCL | CARNIVAL CORP CLASS A PAIRED S | $142.28万 | 0.03% | 54,975 | -2,025 | -3.6% | -$5.24万 | 减仓 |
| PSA | PUBLIC STORAGE | $140.86万 | 0.03% | 5,200 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL | $139.97万 | 0.03% | 12,943 | 10,934 | 544.3% | $118.24万 | 加仓 |
| DOV | DOVER CORP | $139.37万 | 0.03% | 6,686 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR | $138.80万 | 0.03% | 12,714 | -430 | -3.3% | -$4.69万 | 减仓 |
| EQIX | EQUINIX INC | $138.41万 | 0.03% | 1,412 | 0 | 0.0% | — | 不变 |
| CDNL | CARDINAL INFRASTRUCTURE GR-A | $134.83万 | 0.03% | 34,002 | -1,147 | -3.3% | -$4.55万 | 减仓 |
| IEF | ISHARES 7-10 YR TREASURY BOND | $130.88万 | 0.03% | 13,713 | 573 | 4.4% | $5.47万 | 加仓 |
| BLK | BLACKROCK INC | $130.22万 | 0.03% | 1,354 | 0 | 0.0% | — | 不变 |
| P | PURE STORAGE, INC | $129.89万 | 0.03% | 22,000 | 22,000 | — | $129.89万 | 新建仓 |
| GGG | GRACO INC | $129.51万 | 0.03% | 15,300 | 15,300 | — | $129.51万 | 新建仓 |
| BGS | B&G FOODS | $129.06万 | 0.03% | 268,306 | -7,520 | -2.7% | -$3.62万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $129.05万 | 0.03% | 11,185 | -1,154 | -9.4% | -$13.31万 | 减仓 |
| LAMR | LAMAR ADVERTISING - A | $126.25万 | 0.03% | 9,968 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $125.32万 | 0.03% | 20,401 | 5 | 0.0% | $307 | 加仓 |
| PATK | PATRICK INDUSTRIES INC | $125.08万 | 0.03% | 11,261 | -1,392 | -11.0% | -$15.46万 | 减仓 |
| ILMN | ILLUMINA INC | $123.10万 | 0.03% | 9,987 | -275 | -2.7% | -$3.39万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $122.45万 | 0.03% | 6,200 | -8 | -0.1% | -$1,580 | 减仓 |
| TATT | TAT TECHNOLOGIES | $120.07万 | 0.03% | 29,553 | -10,618 | -26.4% | -$43.14万 | 减仓 |
| — | DUPONT DE NEMOURS INC (DD) | $118.78万 | 0.03% | 25,934 | -35 | -0.1% | -$1,603 | 减仓 |
| SRE | SEMPRA | $118.55万 | 0.03% | 12,200 | 0 | 0.0% | — | 不变 |
| AMSC | AMERICAN SUPERCONDUCTOR | $118.38万 | 0.03% | 34,973 | -1,181 | -3.3% | -$4.00万 | 减仓 |
| HSTM | HEALTHSTREAM INC | $115.89万 | 0.02% | 55,957 | -1,889 | -3.3% | -$3.91万 | 减仓 |
| RCAT | RED CAT HOLDINGS | $114.40万 | 0.02% | 87,398 | -13,029 | -13.0% | -$17.05万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TRUST | $113.67万 | 0.02% | 90,000 | 0 | 0.0% | — | 不变 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $113.28万 | 0.02% | 39,830 | -1,345 | -3.3% | -$3.83万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $113.16万 | 0.02% | 33,146 | -11,343 | -25.5% | -$38.72万 | 减仓 |
| ECL | ECOLAB INC | $112.61万 | 0.02% | 4,233 | 0 | 0.0% | — | 不变 |
| MAMA | MAMA'S CREATIONS INC | $111.77万 | 0.02% | 72,861 | -2,459 | -3.3% | -$3.77万 | 减仓 |
| LASR | NLIGHT INC | $110.78万 | 0.02% | 19,429 | -656 | -3.3% | -$3.74万 | 减仓 |
| ATEC | ALPHATEC HOLDINGS INC | $108.80万 | 0.02% | 100,000 | 100,000 | — | $108.80万 | 新建仓 |
| PM | PHILIP MORRIS INTERNATIONAL (P | $108.33万 | 0.02% | 6,552 | 999 | 18.0% | $16.52万 | 加仓 |
| TDG | TRANSDIGM GROUP INCORPORATED | $108.02万 | 0.02% | 932 | -514 | -35.5% | -$59.57万 | 减仓 |
| ASIC | ATEGRITY SPECIALTY HOLDINGS | $107.71万 | 0.02% | 54,482 | 4,269 | 8.5% | $8.44万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS | $106.88万 | 0.02% | 42,735 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP ADR | $106.57万 | 0.02% | 44,626 | 1,900 | 4.4% | $4.54万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE | $105.23万 | 0.02% | 4,925 | -215 | -4.2% | -$4.59万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $105.07万 | 0.02% | 126,291 | -4,264 | -3.3% | -$3.55万 | 减仓 |
| PI | IMPINJ INC | $105.02万 | 0.02% | 10,226 | 1,690 | 19.8% | $17.36万 | 加仓 |
| BA | BOEING CO. | $104.99万 | 0.02% | 5,275 | 300 | 6.0% | $5.97万 | 加仓 |
| IIIV | i3 VERTICALS INC - CL A | $104.70万 | 0.02% | 46,826 | -1,580 | -3.3% | -$3.53万 | 减仓 |
| DEO | DIAGEO PLC ADR (UK) | $104.34万 | 0.02% | 14,015 | -2,474 | -15.0% | -$18.42万 | 减仓 |
| TKR | TIMKEN CO | $104.23万 | 0.02% | 10,364 | -500 | -4.6% | -$5.03万 | 减仓 |
| TRV | TRAVELERS COMPANIES, INC | $104.01万 | 0.02% | 3,566 | 80 | 2.3% | $2.33万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC. | $103.89万 | 0.02% | 1,228 | 345 | 39.1% | $29.19万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $103.44万 | 0.02% | 5,343 | -180 | -3.3% | -$3.48万 | 减仓 |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY | $103.42万 | 0.02% | 6,125 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $103.34万 | 0.02% | 3,530 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTERN | $102.89万 | 0.02% | 21,369 | -722 | -3.3% | -$3.48万 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC - CL A | $102.08万 | 0.02% | 55,000 | 0 | 0.0% | — | 不变 |
| TJX | TJX COMPANIES INC | $102.03万 | 0.02% | 6,389 | 0 | 0.0% | — | 不变 |
| ORLY | O'REILLY AUTOMOTIVE INC | $101.26万 | 0.02% | 10,970 | -900 | -7.6% | -$8.31万 | 减仓 |
| WAB | WESTINGHOUSE AIR BRAKE TECH CO | $101.21万 | 0.02% | 4,050 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $100.84万 | 0.02% | 10,181 | 0 | 0.0% | — | 不变 |
| ACEL | ACCEL ENTERTAINMENT INC | $98.73万 | 0.02% | 90,492 | -15,056 | -14.3% | -$16.43万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS | $98.69万 | 0.02% | 2,210 | -35 | -1.6% | -$1.56万 | 减仓 |
| CDRE | CADRE HOLDINGS INC | $98.55万 | 0.02% | 32,123 | -7,043 | -18.0% | -$21.61万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $96.21万 | 0.02% | 38,859 | -1,312 | -3.3% | -$3.25万 | 减仓 |
| HROW | HARROW INC | $95.91万 | 0.02% | 27,202 | -917 | -3.3% | -$3.23万 | 减仓 |
| CMP | COMPASS MINERALS INTERNATIONAL | $95.58万 | 0.02% | 40,934 | -8,715 | -17.6% | -$20.35万 | 减仓 |