SCS Capital Management LLC

Position in Q — Qnity Electronics, Inc.

CIK 1303159 BOSTON, MA

Position in Q

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$211,976

-$8,745 QoQ

Shares Held

1,298

-32.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#951

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Technology · as of Jun 30, 2026

SCS Capital Management LLC holds $7,250,517 across 6 Semiconductor Equipment & Materials names. Q ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	11,359	$3,427,123
2	LRCX	Lam Research Corp	3,024	$1,310,389
3	AMAT	Applied Materials Inc /De	1,568	$1,133,664
4	ASML	Asml Holding NV	543	$1,080,265
5	Q	Qnity Electronics, Inc. This page	1,298	$211,976
6	ATOM	Atomera Inc	10,000	$87,100

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,976	1,298	-32.1%	Shares	Sole	2026-08-06
2026-03-31	$220,721	1,913	-47.3%	Shares	Sole	2026-05-11
2025-12-31	$296,144	3,627	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.