KORNITZER CAPITAL MANAGEMENT INC /KS Q4 2019 Filing
Filed January 31, 2020
Portfolio Value
$5.7B
Holdings
507
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (507 positions)
| Stock | Value |
|---|---|
—PLURALSIGHT, INC | $8.5M |
JBTJOHN BEAN TECHNOLOGIES | $8.4M |
MTZMASTEC INC | $8.3M |
MPAAMOTORCAR PARTS OF AMERICA, INC | $8.2M |
NSCNORFOLK SOUTHERN CORP | $8.2M |
TSAACI WORLDWIDE INC | $8.0M |
PCTYPAYLOCITY HOLDINGS CORP | $8.0M |
CYBRCYBER-ARK SOFTWARE LTD/ISRAEL | $7.8M |
HONHONEYWELL INTERNATIONAL INC. | $7.8M |
MGPIMGP INGREDIENTS INC | $7.8M |
ASMLASML HOLDING NV ORD | $7.6M |
UTXZUNITED TECHNOLOGIES CORP | $7.6M |
BKNGBOOKING HOLDINGS INC | $7.5M |
BJRIBJ'S RESTAURANTS, INC. | $7.4M |
MPCMARATHON PETROLEUM CORP | $7.4M |
UNPUNION PACIFIC | $7.2M |
7SUSUMMIT MATERIALS, INC - CL A | $7.2M |
SPGIS&P GLOBAL INC | $7.1M |
SITESITEONE LANDSCAPE SUPPLY INC | $7.1M |
CARGCARGURUS, INC | $7.1M |
SNNSMITH & NEPHEW PLC - SPONSORED | $7.1M |
VRCAVERRICA PHARMACEUTICALS INC | $7.1M |
MAMASTERCARD INC-CLASS A | $7.0M |
DGDOLLAR GENERAL CORP | $6.9M |
SMTCSEMTECH CORP | $6.9M |
WHDCACTUS, INC | $6.9M |
AMGNAMGEN | $6.9M |
PAYSPAYSIGN, INC | $6.9M |
TDOCTELADOC HEALTH, INC. | $6.9M |
LINLINDE AG | $6.9M |
—MEDICINES COMPANY (MDCO) - con | $6.8M |
LOVETHE LOVESAC CO | $6.7M |
RRRRED ROCK RESORTS INC | $6.6M |
DHRDANAHER CORP | $6.6M |
IFFINTERNATL FLAVORS & FRAGRANCES | $6.6M |
UPSUNITED PARCEL SERVICE - CL B | $6.6M |
GRFSGRIFOLS SA-ADR | $6.5M |
—OPTINOSE INC. | $6.4M |
PLMRPALOMAR HOLDINGS INC | $6.2M |
CNRCANADIAN NATIONAL RAILWAY CO | $6.2M |
HSYHERSHEY FOODS | $6.1M |
—HEALTH INSURANCE INNOVATION - | $6.0M |
IPINTERNATIONAL PAPER | $6.0M |
8INSYNEOS HEALTH INC | $5.9M |
PBIPITNEY BOWES INC | $5.9M |
KFYKORN FERRY | $5.9M |
NKENIKE INC | $5.9M |
UNUSDUNILEVER NV NY -ADR (TICKER UN | $5.7M |
FFORD MOTOR CO | $5.7M |
TSLATESLA INC | $5.7M |
PAYXPAYCHEX COM | $5.7M |
KHCKRAFT HEINZ CO | $5.6M |
AVLRUSDAVALARA, INC | $5.5M |
—TUFIN SOFTWARE TECHNOLOGIES | $5.3M |
AYIACUITY BRANDS INC | $5.1M |
NTRSNORTHERN TRUST CORP | $5.0M |
REALTHE RealReal | $5.0M |
EGYVAALCO ENERGY, INC (13D) | $4.9M |
QTRXQUANTERIX CORP (QTRX) | $4.8M |
ICEINTERCONTINENTAL EXCHANGE INC | $4.8M |
AZNASTRAZENECA PLC - SPONS ADR (U | $4.7M |
HALOHALOZYME THERAPEUTICS, INC | $4.7M |
BUDANHEUSER-BUSCH COMPANIES INC | $4.7M |
PGTIUSDPGT INNOVATIONS INC | $4.7M |
CBRECBRE GROUP INC - CL A | $4.6M |
SPTSPROUT SOCIAL INC | $4.5M |
DKLDELEK LOGISTICS PARTNERS LP (A | $4.5M |
GDOTGREEN DOT CORP - CLASS A | $4.4M |
CRMSALESFORCE COM INC | $4.4M |
CTVACORTEVA INC (CTVA) | $4.4M |
NVCRNOVOCURE LIMITED | $4.2M |
—LABORATORY CORP AMER HOLDINGS | $4.2M |
BWABORG WARNER INC | $4.1M |
TCEHYTENCENT HOLDINGS LIMITED | $4.0M |
CMICUMMINS INC. | $4.0M |
—CARDTRONICS INC (CATM)- 19.102 | $3.8M |
DYDYCOM INDUSTRIES INC | $3.8M |
BDXBECTON DICKINSON & CO. | $3.8M |
INTUINTUIT INC | $3.7M |
CPBCAMPBELL SOUP CO | $3.6M |
EAELECTRONIC ARTS INC | $3.6M |
SHOOSTEVEN MADDEN, LTD. | $3.5M |
NCLHNORWEGIAN CRUISE LINE HOLDINGS | $3.5M |
AERIEURAERIE PHARMACEUTICALS, INC | $3.5M |
OPLNKAR AUCTION SERVICES INC | $3.4M |
AVGOBROADCOM INC (AVGO) | $3.2M |
RHCRH PLC - SPONS ADR | $3.2M |
MDLZMONDELEZ INTL INC | $3.2M |
SUSUNCOR ENERGY INC | $3.2M |
WBAWALGREEN BOOTS ALLIANCE INC | $3.2M |
SSNCSS&C TECHNOLOGIES INC | $3.1M |
ADPTADAPTIVE BIOTECHNOLOGIES | $3.0M |
—J2 GLOBAL COMMUNICATIONS (JCOM | $3.0M |
KDPKEURIG DR PEPPER INC | $3.0M |
DAVAENDAVA PLC - ADR | $3.0M |
—8X8 INC (EGHT) - 38.948 conv r | $3.0M |
—LUMENTUM HOLDINGS 144A (LITE) | $3.0M |
—MEDICINES COMPANY (MDCO) - con | $3.0M |
BABAALIBABA GROUP HOLDING LTD | $2.9M |
GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC (GWRE) | $2.9M |