KORNITZER CAPITAL MANAGEMENT INC /KS Information

P O BOX 918, SHAWNEE MISSION, Kansas, 66201, (913) 677-7778

Report Date: 03/31/2015

Position Statistics

Total Positions 444
New Positions 31
Increased Positions 170
Decreased Positions 213
Positions with Activity 383
Sold Out Positions 13
Total Mkt Value (in $ millions) 7,918

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.84%
Capital Goods 3.5%
Conglomerates 0.5%
Consumer Cyclical 6.48%
Consumer/Non-Cyclical 7.09%
Energy 7.49%
Financial 11.21%
Healthcare 10.93%
Services 16.91%
Technology 28.41%
Transportation 1.5%
Utilities 0.82%

31 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HOMEAWAY INC COM 40,119 40,119 New 1,287,090
MEDICINES CO COM 27,760 27,760 New 887,470
SONIC CORP COM 26,450 26,450 New 951,795
DIGITALGLOBE INC COM NEW 25,491 25,491 New 942,700
F5 NETWORKS INC COM 21,661 21,661 New 179,850
IHS INC CL A 15,615 15,615 New 121,600
ROCKWELL AUTOMATION INC COM 12,725 12,725 New 100,885
ENDOLOGIX INC COM 11,649 11,649 New 789,785
DORMAN PRODUCTS INC COM 11,084 11,084 New 232,560
GENTHERM INC COM 10,131 10,131 New 184,099
MICHAEL KORS HLDGS LTD SHS 9,223 9,223 New 214,145
EDWARDS LIFESCIENCES CORP COM 9,031 9,031 New 63,400
VARIAN MED SYS INC COM 8,670 8,670 New 100,915
COGENT COMMUNICATIONS HLDGS IN COM NEW 8,545 8,545 New 259,555
INFINERA CORPORATION COM 6,891 6,891 New 324,895
ACE LIMITED SHS 5,941 5,941 New 57,269
RALPH LAUREN CORP CL A 5,247 5,247 New 38,935
NETFLIX INC COM 4,052 4,052 New 6,155
REMY INTL INC NEW COM 2,358 2,358 New 110,000
CONTAINER STORE GROUP INC COM 2,220 2,220 New 130,335