ARIZONA STATE RETIREMENT SYSTEM
PensionPosition in Q — Qnity Electronics, Inc.
CIK 1558481
PHOENIX, AZ
Position in Q
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,806,602
+$3,236,981 QoQ
Shares Held
60,049
+5.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#214
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026ARIZONA STATE RETIREMENT SYSTEM holds $484,634,839 across 21 Semiconductor Equipment & Materials names. Q ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
220,211 | $159,212,553 | |
| 2 | LRCX |
Lam Research Corp
|
346,510 | $150,153,178 | |
| 3 | KLAC |
Kla Corp
|
363,713 | $109,735,849 | |
| 4 | TER |
Teradyne, Inc
|
44,887 | $21,718,126 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
60,049 | $9,806,602 | |
| 6 | ENTG |
Entegris Inc
|
43,652 | $7,851,248 | |
| 7 | ONTO |
Onto Innovation Inc.
|
13,726 | $5,194,604 | |
| 8 | FORM |
Formfactor Inc
|
21,510 | $3,440,094 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,806,602 | 60,049 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,569,621 | 56,939 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,696,508 | 57,520 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||