KORNITZER CAPITAL MANAGEMENT INC /KS Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$4.8B

Holdings

508

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (508 positions)

StockValue
EXPEEXPEDIA GROUP, INC
$5.3M
SNOWSNOWFLAKE, INC
$5.2M
PAYPAYMENTUS HOLDINGS - A
$5.2M
BOOTBOOT BARN HOLDINGS INC
$5.1M
HDBHDFC BANK LTD
$5.1M
SNNSMITH & NEPHEW PLC - SPONSORED
$5.1M
EFXEQUIFAX INC
$5.0M
ADIANALOG DEVICES
$5.0M
CEGCONSTELLATION ENERGY GROUP
$5.0M
DORMDORMAN PRODUCTS INC
$4.9M
CVLTCOMMVAULT SYS INC
$4.9M
ZSZSCALER INC
$4.9M
WCCWESCO INTERNATIONAL INC
$4.9M
VNOMVIPER ENERGY INC
$4.8M
LPLALPL FINANCIAL HOLDINGS INC
$4.8M
ECGEVERUS CONSTRUCTION GROUP
$4.8M
MPWRMONOLITHIC POWER SYSTEMS INC
$4.7M
FWRGFIRST WATCH RESTAURANT GROUP
$4.7M
AXONAXON ENTERPRISE INC
$4.6M
SITESITEONE LANDSCAPE SUPPLY INC
$4.6M
NRANRG ENERGY INC
$4.6M
BACBANK OF AMERICA CORP
$4.6M
SSNCSS&C TECHNOLOGIES INC
$4.6M
CRDOCREDO TECHNOLOGY GROUP HOLDING
$4.6M
ICLRICON PLC - SPONSORED ADR
$4.6M
CMCSACOMCAST CORP CLASS A
$4.5M
FASTFASTENAL COMPANY
$4.5M
OSONESTREAM INC
$4.5M
SEISOLARIS ENERGY INFRASTRUCTURE
$4.5M
ALNYALNYLAM PHARMACEUTICALS, INC.
$4.4M
HONHONEYWELL INTERNATIONAL INC.
$4.3M
RBLXROBLOX CORP
$4.3M
BWINBALDWIN INSURANCE GROUP
$4.3M
CWSTCASELLA WASTE SYSTEMS INC-A
$4.2M
CIENCIENA CORPORATION
$4.2M
JLLJONES LANG LASALLE INCORPORATE
$4.2M
SNPSSYNOPSYS, INC
$4.2M
VOOVANGUARD INDEX FUNDS S&P 500
$4.2M
KAIKADANT INC
$4.1M
VCELVERICEL CORP
$4.1M
PCG 4.25 12/01/27PG&E CORP (PCG) - 43.2584 conv
$4.1M
INTUINTUIT INC
$4.1M
VVVVALVOLINE INC
$4.1M
APDAIR PRODUCTS & CHEMICALS INC
$4.0M
BRK/BBERKSHIRE HATHAWAY INC. - CLAS
$4.0M
STRLSTERLING INFRASTRUCTURE
$4.0M
TREXTREX COMPANY, INC
$4.0M
TMOTHERMO FISHER SCIENTIFIC INC
$3.9M
RDDTREDDIT, INC
$3.9M
SKYTSKYWATER TECHNOLOGY INC
$3.9M
HCAHCA HEALTHCARE INC
$3.8M
ROSTROSS STORES INC
$3.8M
PHPARKER HANNIFIN CORP COM
$3.7M
CAHCARDINAL HEALTH INC
$3.7M
WRBYWARBY PARKER INC
$3.7M
ICFIICF INTL INC
$3.7M
BROSDUTCH BROS INC
$3.6M
PTENPATTERSON-UTI ENERGY INC.
$3.6M
MTDRMATADOR RESOURCES
$3.6M
FERGFERGUSON ENTERPRISES INC
$3.5M
IFFINTERNATIONAL FLAVORS & FRAGRA
$3.5M
CRMSALESFORCE INC
$3.4M
HLNEHAMILTON LANE INC - CLASS A
$3.4M
UPSUNITED PARCEL SERVICE - CL B
$3.4M
TRNSTRANSCAT INC
$3.3M
WELLWELLTOWER INC
$3.3M
ARQTARCUTIS BIOTHERAPEUTICS INC
$3.3M
NOWSERVICENOW
$3.3M
TENBTENABLE HOLDINGS
$3.3M
TSLATESLA INC
$3.2M
RHHBYROCHE HLDS LTD SPONSORED ADR
$3.2M
RYAAYRYANAIR HOLDINGS PLC
$3.1M
CRCCANADIAN NATURAL RESOURCES
$3.1M
MDLZMONDELEZ INTL INC
$3.1M
LARKLANDMARK BANCORP INC.
$3.1M
DHRDANAHER CORP
$3.0M
MTCHMATCH GROUP INC
$3.0M
MORNMORNINGSTAR INC.
$3.0M
AGXARGAN INC
$3.0M
GPCGENUINE PARTS CO
$3.0M
TICTIC SOLUTIONS
$3.0M
KDPKEURIG DR PEPPER INC
$3.0M
PRVAPRIVIA HEALTH GROUP
$3.0M
HASHASBRO INC
$2.9M
PANWPALO ALTO NETWORKS, INC.
$2.9M
LLYVKLIBERTY MEDIA CORP - SER C LIB
$2.9M
PBIPITNEY BOWES INC
$2.9M
MIRM 4 05/01/29MIRUM PHARMACEUTICALS (MIRM) -
$2.8M
WINGWINGSTOP INC
$2.8M
PTCPTC Inc
$2.8M
LITE 0.5 12/15/26LUMENTUM HOLDINGS (LITE) - 10.
$2.8M
ISRGINTUITIVE SURGICAL INC
$2.8M
FWONALIBERTY MEDIA CORP FORMULA ONE
$2.7M
LNTHLANTHEUS HOLDINGS INC
$2.7M
ETENERGY TRANSFER LP (K-1)
$2.7M
MTDMETTLER-TOLEDO INTERNATIONAL I
$2.7M
SPYSTATE STREET SPDR S&P 500 ETF
$2.6M
AMATAPPLIED MATERIALS
$2.6M
FFORD MOTOR CO
$2.6M
NTDOYNINTENDO LIMITED
$2.5M
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