Baker Avenue Asset Management, LP
Position in Q — Qnity Electronics, Inc.
CIK 1432529
SAN FRANCISCO, CA
Position in Q
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$200,544
New position
Shares Held
1,228
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#970
of 1,314 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 26%
Shared 0%
None 74%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $188,871,214 across 6 Semiconductor Equipment & Materials names. Q ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
119,071 | $86,088,333 | |
| 2 | LRCX |
Lam Research Corp
|
159,786 | $69,240,067 | |
| 3 | KLAC |
Kla Corp
|
102,969 | $31,066,776 | |
| 4 | TER |
Teradyne, Inc
|
3,379 | $1,634,895 | |
| 5 | ASML |
Asml Holding NV
|
322 | $640,599 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
1,228 | $200,544 |
All Filings in Q
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,544 | 1,228 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||