Arosa Capital Management LP

Position in Q — Qnity Electronics, Inc.

CIK 1596053 MIAMI BEACH, FL

Position in Q

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

Position Value

$8,165,500

New position

Shares Held

50,000

first reported quarter

Ownership

0.024%

of shares outstanding

% of Portfolio

7.20%

of 13F equity value

Holder Rank

#237

of 1,312 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Arosa Capital Management LP holds $12,429,900 across 3 Semiconductor Equipment & Materials names. Q ranks #1 (65.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	Q	Qnity Electronics, Inc. This page	50,000	$8,165,500
2	AMBA	Ambarella Inc	35,000	$3,003,000
3	AXTI	Axt Inc	17,500	$1,261,400

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,165,500	50,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.