SANDLER CAPITAL MANAGEMENT

Position in Q — Qnity Electronics, Inc.

CIK 1000742 NEW YORK, NY

Position in Q

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,358,085

New position

Shares Held

8,316

first reported quarter

Ownership

0.004%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#467

of 1,314 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SANDLER CAPITAL MANAGEMENT holds $6,893,486 across 5 Semiconductor Equipment & Materials names. Q ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	3,472	$2,510,256
2	Q	Qnity Electronics, Inc. This page	8,316	$1,358,085
3	TER	Teradyne, Inc	2,545	$1,231,372
4	LRCX	Lam Research Corp	2,349	$1,017,892
5	ASML	Asml Holding NV	390	$775,881

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,358,085	8,316	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.