KORNITZER CAPITAL MANAGEMENT INC /KS Q2 2023 Filing

Filed August 1, 2023

Portfolio Value

$5.1B

Holdings

484

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (484 positions)

StockValue
BRK/BBERKSHIRE HATHAWAY INC. - CLAS
$906K
SSTKSHUTTERSTOCK INC
$901K
SRESEMPRA
$888K
MITKMITEK SYSTEMS INC (MITK) - 47.
$867K
YUMYUM! BRANDS INC
$866K
K6BKBR INC
$851K
TSLATESLA INC
$848K
IPINTERNATIONAL PAPER
$846K
BLKCHFBLACKROCK INC
$780K
TTENTOTALENERGIES SE (FR)
$779K
ZBHZIMMER BIOMET HOLDINGS
$772K
ETSY 0.25 06/15/28ETSY INC (ETSY) - 4.0518 conv
$770K
EXAS 0.375 03/01/28EXACT SCIENCES (EXAS) - 8.2076
$767K
WYWEYERHAEUSER CO
$765K
VRCAVERRICA PHARMACEUTICALS INC
$746K
EGHT8X8 INC.
$744K
WDWALKER & DUNLOP INC (WD)
$743K
AIRSAIRSCULPT TECHNOLOGIES INC
$733K
35YCORECARD CORP
$723K
APLS 3.5 09/15/26APELLIS PHARMACEUTICALS INC (A
$717K
NOCNORTHROP GRUMMAN CORP
$664K
AMTAMERICAN TOWER CORP (REIT)
$662K
LITE 0.5 12/15/26LUMENTUM HOLDINGS (LITE) - 10.
$662K
LASRNLIGHT INC
$660K
LAMRLAMAR ADVERTISING - A
$645K
MANHMANHATTAN ASSOCIATES
$640K
BABOEING CO.
$639K
TXNTEXAS INSTRUMENTS INC.
$628K
PTCT 1.5 09/15/26PTC THERAPEUTICS INC (PTCT) -
$614K
INMDIN MODE LTD
$610K
MRVLMARVELL TECHNOLOGY INC
$604K
LVMUYLVMH MOET HENNESSY LOU-ADR (FR
$588K
ACNACCENTURE PLC
$579K
MDBMongoDB, INC
$575K
ABT2EURABSOLUTE SOFTWARE -acq 7/27/23
$574K
KTOSKRATOS DEFENSE & SECURITY SOLU
$574K
BDRFYBEIERSDORF AKTIENGESEELLSCHAF
$566K
FTNTFORTINET INC.
$559K
URIUNITED RENTALS INC
$557K
ENQENTEGRIS, INC
$556K
SL2SLEEP NUMBER CORP
$548K
MCXMCCORMICK & CO INC
$533K
VTRSVIATRIS INC
$532K
LYV 2 02/15/25LIVE NATION (LYV) 9.4469 conv
$531K
CIGICOLLIERS INTL GROUP INC
$524K
4I1PHILIP MORRIS INTERNATIONAL (P
$523K
IAU*ISHARES COMEX GOLD TRUST
$503K
ITWILLINOIS TOOL WORKS INC
$491K
GWRE 1.25 03/15/25GUIDEWIRE SOFTWARE INC (GWRE)
$482K
DBCINVESCO DB COMMODITY INDEX TRA
$460K
PSTGPURE STORAGE, INC
$457K
HUBSHUBSPOT INC
$452K
THE REAL GOOD FOOD COMPANY
$451K
WRBBERKLEY W R CORP
$448K
SJMJM SMUCKER CO
$439K
EVRGEVERGY INC
$386K
SCTLSOCIETAL CDMO INC
$385K
NSRGYNESTLE S A SPONSORED ADR REPST
$385K
FSVFIRSTSERVICE CORP NEW
$365K
BUDANHEUSER-BUSCH COMPANIES INC
$360K
CHDCHURCH & DWIGHT CO. INC.
$351K
HSYHERSHEY FOODS
$330K
FANUYFANUC CORP ADR
$313K
LVSLAS VEGAS SANDS CORP
$290K
AFWALIGN TECHNOLOGY INC
$285K
DEDEERE & CO
$270K
MOALTRIA GROUP (MO)
$265K
LOWLOWES COMPANIES INC.
$254K
LTHM1EURLIVENT CORP
$222K
CATCATERPILLAR INC
$218K
PAGPENSKE AUTOMOTIVE GROUP INC
$208K
EVAUSDENVIVA INC
$187K
AMRNAMARIN CORP
$108K
COSTCOSTCO WHOLESALE
$65K
BKNGBOOKING HOLDINGS INC
$17K
MLB1MERCADOLIBRE INC
$11K
MPWRMONOLITHIC POWER SYSTEMS INC
$9K
ASMLASML HOLDING NV ORD
$9K
CMGCHIPOTLE MEXICAN GRILL- CLASS
$5K
T7DTRANSDIGM GROUP INCORPORATED
$3K
NOWSERVICENOW
$3K
AVGOBROADCOM INC (AVGO)
$2K
FICOFAIR ISAAC CORP
$1K
EQIXEQUINIX INC
$1K
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