13F 机构持仓

KORNITZER CAPITAL MANAGEMENT INC /KS

SHAWNEE MISSION KS · SEC CIK 0000898358

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$47.91亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MSFT 4.3%
CVX 4.1%
EXXON MOBIL CO 2.4%
AAPL 2.3%
LLY 2.1%
COST 2.1%
GOOGL 1.9%
KMI 1.8%
JNJ 1.7%
APA 1.6%

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
NSRGY NESTLE S A SPONSORED ADR REPST $22.79万0.00%2,335 251.1% $2,440 加仓
MKTX MARKETAXESS HOLDINGS, INC. $21.27万0.00%1,289 -25-1.9% -$4,124 减仓
ZTS ZOETIS INC $20.86万0.00%1,765 -87-4.7% -$1.03万 减仓
DG DOLLAR GENERAL CORP $20.75万0.00%1,748 -105-5.7% -$1.25万 减仓
— SELECTQUOTE INC $1.83万0.00%29,000 14,00093.3% $8,813 加仓
AZN ASTRAZENECA PLC - SPONS ADR (U $00.00%0 -146,888-100.0% -$2,700.69万 清仓
IT GARTNER INC $00.00%0 -46,871-100.0% -$1,182.46万 清仓
— CLEARWATER ANALYTICS HOLDING $00.00%0 -430,350-100.0% -$1,038.00万 清仓
FICO FAIR ISAAC CORP $00.00%0 -4,610-100.0% -$779.38万 清仓
RELX RELX PLC - SPON ADR $00.00%0 —— — 申报中断
— CHART INDUSTRIES INC $00.00%0 -34,644-100.0% -$714.46万 清仓
PINS PINTEREST INC CL A $00.00%0 -264,296-100.0% -$684.26万 清仓
MMYT MAKEMYTRIP LTC $00.00%0 -80,000-100.0% -$656.96万 清仓
— TENCENT HOLDINGS LIMITED $00.00%0 -85,000-100.0% -$654.14万 清仓
ADMA ADMA BIOLOGICS INC $00.00%0 -356,867-100.0% -$650.93万 清仓
QDEL QUIDELORTHO CORP $00.00%0 -205,020-100.0% -$585.54万 清仓
FLUT FLUTTER ENTERTAINMENT PLC $00.00%0 -25,000-100.0% -$537.60万 清仓
EXPE EXPEDIA GROUP, INC $00.00%0 -18,540-100.0% -$525.26万 清仓
HDB HDFC BANK LTD $00.00%0 -140,000-100.0% -$511.56万 清仓
CVLT COMMVAULT SYS INC $00.00%0 -39,190-100.0% -$491.29万 清仓
AXON AXON ENTERPRISE INC $00.00%0 -8,185-100.0% -$464.85万 清仓
NRG NRG ENERGY INC $00.00%0 -29,076-100.0% -$463.01万 清仓
ICLR ICON PLC - SPONSORED ADR $00.00%0 -25,037-100.0% -$456.22万 清仓
— ONESTREAM INC $00.00%0 -245,605-100.0% -$451.42万 清仓
ALNY ALNYLAM PHARMACEUTICALS, INC. $00.00%0 —— — 申报中断
JLL JONES LANG LASALLE INCORPORATE $00.00%0 -12,500-100.0% -$420.59万 清仓
— PG&E CORP (PCG) - 43.2584 conv $00.00%0 -4,000,000-100.0% -$411.04万 清仓
RDDT REDDIT, INC $00.00%0 -17,100-100.0% -$393.08万 清仓
— SKYWATER TECHNOLOGY INC $00.00%0 -214,560-100.0% -$389.64万 清仓
ROST ROSS STORES INC $00.00%0 -21,225-100.0% -$382.35万 清仓
PTC PTC Inc $00.00%0 -16,000-100.0% -$278.74万 清仓
— SHIFT4 PAYMENTS 6 DUE 5/1/28 $00.00%0 -30,000-100.0% -$239.46万 清仓
CCC CCC INTELLIGENT SOLUTIONS $00.00%0 -300,000-100.0% -$238.50万 清仓
ACM AECOM $00.00%0 -21,800-100.0% -$207.82万 清仓
— CIVITAS RESOURCES INC $00.00%0 -56,065-100.0% -$151.88万 清仓
— SUNOPTA INC $00.00%0 -253,778-100.0% -$96.44万 清仓
APP APPLOVIN CORP $00.00%0 -1,350-100.0% -$90.97万 清仓
— PTC THERAPEUTICS INC (PTCT) - $00.00%0 -600,000-100.0% -$88.91万 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -9,684-100.0% -$84.59万 清仓
TDC TERADATA CORPORATION $00.00%0 -25,609-100.0% -$77.95万 清仓
GPK GRAPHIC PACKAGING HOLDING CO $00.00%0 -43,700-100.0% -$65.81万 清仓
FSLR FIRST SOLAR, INC $00.00%0 -2,470-100.0% -$64.52万 清仓
KVUE KENVUE, INC $00.00%0 -36,440-100.0% -$62.86万 清仓
BMRN BIOMARIN PHARMACEUTICAL (BMRN) $00.00%0 -500,000-100.0% -$47.90万 清仓
NTNX NUTANIX INC - A $00.00%0 -8,950-100.0% -$46.26万 清仓
ONON ON HOLDING AG $00.00%0 -8,450-100.0% -$39.28万 清仓
FTAI FTAI AVIATION LTD $00.00%0 -1,650-100.0% -$32.48万 清仓
— APELLIS PHARMACEUTICALS INC (A $00.00%0 -300,000-100.0% -$30.81万 清仓
ADP AUTOMATIC DATA PROCESSING INC $00.00%0 -850-100.0% -$21.86万 清仓
MKC MCCORMICK & CO INC $00.00%0 -3,165-100.0% -$21.56万 清仓
DVN DEVON ENERGY CORP $00.00%0 -5,635-100.0% -$20.64万 清仓
SBGSY SCHNEIDER ELEC UNSP/ADR (FRENC $00.00%0 —— — 申报中断