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Equibles

LMR Partners LLP

Position in Q — Qnity Electronics, Inc.

CIK 1578621 LONDON, X0
Back to Q Full portfolio

Position in Q

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,666,798
-$7,871,548 QoQ
Shares Held
22,453
-77.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#328
of 1,321 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, 2026

LMR Partners LLP holds $167,208,398 across 9 Semiconductor Equipment & Materials names. Q ranks #7 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ASML
Asml Holding NV
 21,785 $43,339,946
2 LRCX
Lam Research Corp
 82,869 $35,909,622
3 AMAT
Applied Materials Inc /De
 44,064 $31,858,272
4 KLAC
Kla Corp
 85,489 $25,792,885
5 TER
Teradyne, Inc
 39,700 $19,208,448
6 ENTG
Entegris Inc
 30,000 $5,395,800
7 Q
Qnity Electronics, Inc.
This page 		22,453 $3,666,798
8 FORM
Formfactor Inc
 10,025 $1,603,298

All Filings in Q

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,666,798 22,453
2026-03-31 $11,538,346 100,003
2025-12-31 $7,348,500 90,000