KORNITZER CAPITAL MANAGEMENT INC /KS Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$5.0B
Holdings
494
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (494 positions)
| Stock | Value |
|---|---|
BIRKBIRKENSTOCK HOLDING PLC | $12.6M |
GWREGUIDEWIRE SOFTWARE INC | $12.2M |
JBTJBT MAREL CORP | $12.2M |
FERGFERGUSON ENTERPRISES INC | $11.7M |
JPXAEROVIRONMENT, INC. | $11.7M |
SNOWSNOWFLAKE, INC | $11.6M |
IDXXIDEXX LABORATORIES INC | $11.6M |
AVGOBROADCOM INC (AVGO) | $11.5M |
EFXEQUIFAX INC | $11.4M |
MNDYMONDAY.COM LTD | $11.4M |
SPGIS&P GLOBAL INC | $11.4M |
GOOGALPHABET INC- CLASS C (non-vot | $11.3M |
PGNYPROGYNY | $11.3M |
WTWISDOMTREE INC | $11.2M |
EMNEASTMAN CHEMICAL CO | $11.1M |
TYLTYLER TECHNOLOGIES | $11.0M |
MCDMCDONALD'S CORP | $10.9M |
MDTMEDTRONIC PLC | $10.9M |
GTLSCHART INDUSTRIES INC | $10.8M |
EGYVAALCO ENERGY, INC (13D) | $10.8M |
NVONOVO-NORDISK A/S-SPONS ADR | $10.8M |
CYBRCYBER-ARK SOFTWARE LTD/ISRAEL | $10.6M |
ESTAESTABLISHMENT LABS HOLDINGS | $10.5M |
NFLXNETFLIX INC. | $10.5M |
MPCMARATHON PETROLEUM CORP | $10.4M |
LGNDLIGAND PHARMACEUTICALS | $10.4M |
CMCSACOMCAST CORP CLASS A | $10.1M |
HLNEHAMILTON LANE INC - CLASS A | $10.1M |
MKTXMARKETAXESS HOLDINGS, INC. | $10.1M |
DOWDOW INC (DOW) | $10.1M |
CLCOLGATE PALMOLIVE CO | $10.1M |
ADSKAUTODESK | $10.0M |
ICEINTERCONTINENTAL EXCHANGE INC | $10.0M |
HEIHEICO CORP CL A | $10.0M |
RELXRELX PLC - SPON ADR | $9.8M |
CBRECBRE GROUP INC - CL A | $9.8M |
APHAMPHENOL CP | $9.7M |
TECHBIO-TECHNE CORPORATION | $9.7M |
PINSPINTEREST INC CL A | $9.5M |
ICFIICF INTL INC | $9.4M |
CWANCLEARWATER ANALYTICS HOLDING | $9.4M |
EWEDWARDS LIFESCIENCES CORP | $9.3M |
VERXVERTEX | $9.3M |
SLABSILICON LABORATORIES INC | $9.2M |
SKYCHAMPION HOMES INC | $9.2M |
GEVGE VERNOVA LLC | $8.9M |
KHCKRAFT HEINZ CO | $8.9M |
IQVIQVIA HOLDINGS INC | $8.9M |
DC4DEXCOM INC | $8.7M |
FICOFAIR ISAAC CORP | $8.4M |
PAYXPAYCHEX COM | $8.4M |
BOOTBOOT BARN HOLDINGS INC | $8.4M |
HUBSHUBSPOT INC | $8.3M |
SNYSANOFI SPONSORED (FR)- trds w/ | $8.2M |
BHPBHP GROUP LIMITED | $8.0M |
PODDINSULET CORP | $7.9M |
HQYHEALTHEQUITY INC | $7.9M |
WHDCACTUS, INC | $7.9M |
HDHOME DEPOT INC | $7.8M |
MARMARRIOTT INTERNATIONAL CLASS A | $7.8M |
MORNMORNINGSTAR INC. | $7.8M |
CNRCANADIAN NATIONAL RAILWAY CO | $7.7M |
WINGWINGSTOP INC | $7.7M |
BWINBALDWIN INSURANCE GROUP | $7.7M |
K6BKBR INC | $7.6M |
1GSNNOVANTA INC | $7.6M |
CPAYCORPAY INC | $7.6M |
SNPSSYNOPSYS, INC | $7.6M |
ALNYALNYLAM PHARMACEUTICALS, INC. | $7.6M |
BA 6 10/15/27BOEING A 6 10/15/27 (5.828 cr | $7.5M |
MANHMANHATTAN ASSOCIATES | $7.5M |
GPCGENUINE PARTS CO | $7.5M |
UNPUNION PACIFIC | $7.4M |
CARTMAPLEBEAR INC | $7.4M |
KMXCARMAX INC | $7.3M |
SUSUNCOR ENERGY INC | $7.3M |
KRNTKORNIT DIGITAL LTD | $7.3M |
NTNXNUTANIX INC - A | $7.2M |
SITMSITIME CORP | $7.1M |
CRMSALESFORCE INC | $6.9M |
LULULULULEMON ATHLETICA, INC | $6.9M |
FDXFEDEX CORPORATION | $6.9M |
CPCANADIAN PACIFIC KANSAS CITY L | $6.9M |
TSCOTRACTOR SUPPLY CO | $6.9M |
LIONLIONSGATE STUDIOS CORP | $6.8M |
FCNFTI CONSULTING INC. | $6.8M |
NSCNORFOLK SOUTHERN CORP | $6.8M |
GLWCORNING INC | $6.8M |
SITESITEONE LANDSCAPE SUPPLY INC | $6.7M |
BRBRBELLRING BRANDS, INC | $6.6M |
HALOHALOZYME THERAPEUTICS, INC | $6.6M |
CELHCELSIUS HOLDINGS INC | $6.5M |
INSPINSPIRE MEDICAL SYSTEMS INC | $6.5M |
LNTHLANTHEUS HOLDINGS INC | $6.5M |
PEGAPEGASYSTEMS INC | $6.5M |
MMYTMAKEMYTRIP LTC | $6.4M |
DKNGDRAFTKINGS INC CL A | $6.4M |
RCL 6 08/15/25ROYAL CARIBBEAN CRUISES (RCL) | $6.3M |
UPSUNITED PARCEL SERVICE - CL B | $6.2M |
PSXPHILLIPS 66 | $6.1M |