KORNITZER CAPITAL MANAGEMENT INC /KS Q2 2019 Filing

Filed July 31, 2019

Portfolio Value

$5.7B

Holdings

493

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (493 positions)

StockValue
IPINTERNATIONAL PAPER
$7.6M
SITESITEONE LANDSCAPE SUPPLY INC
$7.5M
FFORD MOTOR CO
$7.2M
MLMMARTIN MARIETTA MATERIALS INC
$7.2M
INTUINTUIT INC
$7.2M
FORESCOUT TECHNOLOGIES INC
$7.2M
PLAYDAVE & BUSTER'S INC
$7.1M
SPGIS&P GLOBAL INC
$7.1M
UNPUNION PACIFIC
$7.1M
BJRIBJ'S RESTAURANTS, INC.
$7.0M
IBNICICI BANK LTD. - SPON ADR (IN
$7.0M
FDXFEDEX CORPORATION
$6.9M
VRNSVARONIS SYSTEMS INC
$6.9M
IPHIINPHI CORP
$6.8M
GU9GUESS INC
$6.8M
PSNLPERSONALIS
$6.8M
COUPEURCOUPA SOFTWARE INC
$6.7M
MAMASTERCARD INC-CLASS A
$6.7M
AMGNAMGEN
$6.7M
UNHUNITEDHEALTH GROUP, INC.
$6.7M
TSMTAIWAN SEMICONDUCTOR MFG CO LT
$6.6M
QDELUSDQUIDEL CORPORATION
$6.6M
MDTMEDTRONIC PLC
$6.5M
RRRRED ROCK RESORTS INC
$6.5M
CNRCANADIAN NATIONAL RAILWAY CO
$6.3M
DGDOLLAR GENERAL CORP
$6.2M
VMWEURVMWARE INC CLASS A
$6.2M
HSYHERSHEY FOODS
$6.2M
BKNGBOOKING HOLDINGS INC
$6.2M
AYIACUITY BRANDS INC
$6.1M
FMCFMC CORP
$5.9M
CTVACORTEVA INC (CTVA)
$5.9M
VCRAUSDVOCERA COMMUNICATIONS INC
$5.9M
ICEINTERCONTINENTAL EXCHANGE INC
$5.9M
SNNSMITH & NEPHEW PLC - SPONSORED
$5.8M
PAYXPAYCHEX COM
$5.8M
UPSUNITED PARCEL SERVICE - CL B
$5.8M
PBIPITNEY BOWES INC
$5.6M
TUFIN SOFTWARE TECHNOLOGIES
$5.6M
VRCAVERRICA PHARMACEUTICALS INC
$5.6M
MKSIMKS INSTRUMENTS, INC
$5.6M
GRFSGRIFOLS SA-ADR
$5.6M
AVLRUSDAVALARA, INC
$5.5M
ASMLASML HOLDING NV ORD
$5.4M
NKENIKE INC
$5.3M
CRMSALESFORCE COM INC
$5.3M
UNUSDUNILEVER NV NY -ADR (TICKER UN
$5.2M
KFYKORN FERRY
$5.2M
CFGCITIZENS FINANCIAL GROUP INC
$5.1M
8X8 INC (EGHT) - 38.948 conv r
$5.1M
JAZZJAZZ PHARMACEUTICALS PLC
$5.0M
CAMBREX CORP
$5.0M
DCPHEURDECIPHERA PHARMACEUTICALS INC
$4.8M
CBRECBRE GROUP INC - CL A
$4.8M
LABORATORY CORP AMER HOLDINGS
$4.7M
SMTCSEMTECH CORP
$4.6M
WBAWALGREEN BOOTS ALLIANCE INC
$4.5M
AERIEURAERIE PHARMACEUTICALS, INC
$4.5M
DKLDELEK LOGISTICS PARTNERS LP (A
$4.5M
CAGCONAGRA BRANDS
$4.4M
ADMARCHER DANIELS MIDLAND
$4.4M
EGYVAALCO ENERGY, INC (13D)
$4.3M
AMRNAMARIN CORP
$4.2M
NTRSNORTHERN TRUST CORP
$4.2M
PGTIUSDPGT INNOVATIONS INC
$4.2M
HMS HOLDINGS INC
$4.1M
BWABORG WARNER INC
$4.1M
RHT1EURRED HAT INC - acqd @$190/sh 7/
$4.1M
MCOMOODY'S CORPORATION
$4.1M
G2CEVERI HOLDINGS
$4.1M
NCLHNORWEGIAN CRUISE LINE HOLDINGS
$4.0M
BEBLOOM ENERGY CORPORATION
$3.9M
OPTINOSE INC.
$3.9M
CMICUMMINS INC.
$3.9M
MEDICINES COMPANY (MDCO) - con
$3.8M
TCEHYTENCENT HOLDINGS LIMITED
$3.8M
TDOCTELADOC HEALTH, INC.
$3.7M
RMEResMed INC
$3.7M
AVGOBROADCOM INC (AVGO)
$3.6M
EAELECTRONIC ARTS INC
$3.6M
TWTRADEWEB MARKETS, INC CL A
$3.6M
SUPNSUPERNUS PHARMACEUTICALS INC
$3.5M
SSNCSS&C TECHNOLOGIES INC
$3.5M
CARDTRONICS INC (CATM)- 19.102
$3.5M
BIIBBIOGEN INC
$3.4M
ACACIA COMMUNICATIONS
$3.4M
TWITTER INC (TWTR) - 12.8793 c
$3.4M
MDLZMONDELEZ INTL INC
$3.3M
ECLECOLAB INC
$3.2M
ISRGINTUITIVE SURGICAL INC
$3.2M
FNDFLOOR & DECOR HOLDINGS
$3.1M
CPBCAMPBELL SOUP CO
$3.1M
JCIJOHNSON CONTROLS INC
$3.1M
HDSUSDHD SUPPLY HOLDINGS INC
$3.1M
PYPLPAYPAL HOLDINGS INC
$3.1M
SHOOSTEVEN MADDEN, LTD.
$3.0M
MNSTMONSTER BEVERAGE CORPORATION
$3.0M
ZTSZOETIS INC
$3.0M
MKTXMARKETAXESS HOLDINGS, INC.
$2.9M
HOMEAT HOME GROUP INC
$2.9M
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