KORNITZER CAPITAL MANAGEMENT INC /KS Q1 2022 Filing

Filed April 27, 2022

Portfolio Value

$6.1B

Holdings

505

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (505 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
709,577$218.8B3606.88%
2
AAPLAPPLE INC
577,570$100.8B1662.70%
3
HESHESS CORP
783,420$83.9B1382.56%
4
CVXCHEVRON CORP
473,476$77.1B1271.09%
5
COSTCOSTCO WHOLESALE
130,944$75.4B1243.19%
6
PEPPEPSICO INC.
435,215$72.8B1201.02%
7
AJGGALLAGHER ARTHUR J & CO
361,262$63.1B1039.94%
8
WMWASTE MANAGEMENT
391,793$62.1B1023.83%
9
JNJJOHNSON & JOHNSON
344,624$61.1B1007.00%
10
PGPROCTER & GAMBLE
395,772$60.5B997.04%
11
PFEPFIZER
1,161,635$60.1B991.50%
12
QCOMQUALCOMM INC
386,268$59.0B973.21%
13
XOMEXXON MOBIL CORP COM
710,205$58.7B967.07%
14
COPCONOCOPHILLIPS
564,711$56.5B931.04%
15
SPGIS&P GLOBAL INC
133,501$54.8B902.82%
16
GOOGLALPHABET INC - CLASS A (GOOGL)
18,694$52.0B857.24%
17
LLYELI LILLY & CO COM
180,777$51.8B853.52%
18
SLBSCHLUMBERGER LTD
1,242,434$51.3B846.20%
19
TENBTENABLE HOLDINGS
887,065$51.3B845.18%
20
CSCOCISCO SYS INC COM
884,012$49.3B812.70%
21
APAAPA CORPORATION (formerly Apac
1,176,075$48.6B801.39%
22
MRKMERCK & CO NEW
580,961$47.7B785.91%
23
MTZMASTEC INC
540,345$47.1B775.95%
24
TASKTASKUS INC - A
1,220,606$46.9B773.99%
25
KMIKINDER MORGAN INC
2,479,086$46.9B772.91%
26
KOCOCA-COLA
744,225$46.1B760.75%
27
VRNSVARONIS SYSTEMS INC
908,640$43.2B712.19%
28
MSCIMSCI INC
85,727$43.1B710.76%
29
HQYHEALTHEQUITY INC
612,685$41.3B681.23%
30
MLMMARTIN MARIETTA MATERIALS INC
104,577$40.3B663.62%
31
CALXCALIX, INC
885,935$38.0B626.76%
32
INTCINTEL CORP
766,112$38.0B626.00%
33
BACVERIZON COMM
734,503$37.4B616.88%
34
TFCTRUIST FINANCIAL CORP (TFC)
652,344$37.0B609.82%
35
ABTABBOTT LABORATORIES
307,673$36.4B600.39%
36
OLEDUNIVERSAL DISPLAY CORP
209,194$34.9B575.81%
37
KMBKIMBERLY-CLARK CORP
283,458$34.9B575.58%
38
G2CEVERI HOLDINGS
1,641,294$34.5B568.26%
39
LGNDLIGAND PHARMACEUTICALS
303,422$34.1B562.74%
40
IBMINT'L BUSINESS MACHINES
262,375$34.1B562.44%
41
CLXCLOROX CO
240,848$33.5B552.07%
42
AMZNAMAZON.COM INC
10,202$33.3B548.33%
43
VRSKVERISK ANALYTICS INC
152,262$32.7B538.80%
44
DVDoubleVerify
1,276,445$32.1B529.70%
45
ALSALLSTATE CORP
231,694$32.1B529.10%
46
AMEAMETEK INC.
239,703$31.9B526.33%
47
PANWPALO ALTO NETWORKS, INC.
50,142$31.2B514.63%
48
GSKGLAXO SMITHKLINE ADR
702,379$30.6B504.44%
49
DOWDOW INC (DOW)
470,277$30.0B494.05%
50
GDGENERAL DYNAMICS CORP
122,642$29.6B487.67%
51
NTRANATERA, INC
722,400$29.4B484.51%
52
CPRTCOPART INC
231,447$29.0B478.78%
53
CLFCLEVELAND-CLIFFS INC
897,726$28.9B476.74%
54
WMTWAL MART INC.
191,112$28.5B469.22%
55
CSGPCOSTAR GROUP INC
425,695$28.4B467.51%
56
GISGENERAL MILLS
414,573$28.1B462.87%
57
HZNPHORIZON THERAPEUTICS PUBLIC LM
265,380$27.9B460.34%
58
CFGCITIZENS FINANCIAL GROUP INC
603,998$27.4B451.40%
59
APPSDIGITAL TURBINE INC
622,382$27.3B449.55%
60
ICFIICF INTL INC
286,548$27.0B444.76%
61
TSCOTRACTOR SUPPLY CO
115,418$26.9B444.08%
62
MGMMGM RESORTS INTERNATIONAL (MGM
624,840$26.2B432.06%
63
GNRCGENERAC HOLDINGS INC
85,967$25.6B421.33%
64
SPLKCHFSPLUNK INC
171,796$25.5B420.93%
65
ATSG*AIR TRANSPORT SERVICES GROUP I
754,875$25.3B416.31%
66
ICLRICON PLC - SPONSORED ADR
103,304$25.1B414.25%
67
CINFCINCINNATI FINANCIAL CORP
183,409$24.9B411.12%
68
EXPEEXPEDIA GROUP, INC
127,210$24.9B410.38%
69
GDDYGODADDY, INC.
296,630$24.8B409.34%
70
TRUTRANSUNION
240,048$24.8B408.99%
71
TA T & T INC
1,045,994$24.7B407.51%
72
BSXBOSTON SCIENTIFIC CORPORATION
542,850$24.0B396.40%
73
LPROOPEN LENDING CORP - CL A
1,268,891$24.0B395.61%
74
NVEEUSDNV5 GLOBAL INC
179,460$23.9B394.40%
75
BLDRBUILDERS FIRSTSOURCE INC
369,273$23.8B392.94%
76
AVTRAVANTOR INC
695,068$23.5B387.56%
77
FFIVF5 INC
110,780$23.1B381.63%
78
CTLTEURCATALENT INC
206,835$22.9B378.18%
79
FASTFASTENAL COMPANY
381,026$22.6B373.15%
80
EWEDWARDS LIFESCIENCES CORP
190,708$22.4B370.13%
81
ADMARCHER DANIELS MIDLAND
247,473$22.3B368.27%
82
TTWOTAKE-TWO INTERACTIVE SOFTWARE
145,207$22.3B368.06%
83
UPWKUPWORK INC
959,900$22.3B367.79%
84
AZNASTRAZENECA PLC - SPONS ADR (U
332,593$22.1B363.77%
85
CAGCONAGRA BRANDS
654,511$22.0B362.25%
86
GPNGLOBAL PAYMENTS INC
160,400$21.9B361.87%
87
HALOHALOZYME THERAPEUTICS, INC
546,715$21.8B359.47%
88
METAMETA PLATFORMS
96,373$21.4B353.32%
89
AZPNUSDASPEN TECHNOLOGY, INC.
129,094$21.3B351.97%
90
PRVAPRIVIA HEALTH GROUP
798,610$21.3B351.95%
91
WCCWESCO INTERNATIONAL INC
162,666$21.2B349.01%
92
SHELSHELL PLC ADR
382,514$21.0B346.41%
93
UBERUBER TECHNOLOGIES
581,243$20.7B341.93%
94
GILDGILEAD SCIENCES INC
348,648$20.7B341.73%
95
KELKELLOGG CO
320,419$20.7B340.69%
96
RIORIO TINTO PLC SPONSORED ADR
253,453$20.4B335.97%
97
BMYBRISTOL MYERS SQUIBB CO
274,621$20.1B330.66%
98
BKNGBOOKING HOLDINGS INC
8,520$20.0B329.89%
99
CSTLCASTLE BIOSCIENCES
444,342$19.9B328.64%
100
MUMICRON TECHNOLOGY
253,040$19.7B324.94%
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