Tredje AP-fonden

Position in Q — Qnity Electronics, Inc.

CIK 1650290 SE-111 91 STOCKHOLM, V7

Position in Q

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$8,807,961

+$898,893 QoQ

Shares Held

53,934

-21.3% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#226

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Tredje AP-fonden holds $541,426,002 across 5 Semiconductor Equipment & Materials names. Q ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	278,914	$201,654,822
2	LRCX	Lam Research Corp	417,222	$180,794,809
3	KLAC	Kla Corp	425,000	$128,226,750
4	TER	Teradyne, Inc	45,349	$21,941,660
5	Q	Qnity Electronics, Inc. This page	53,934	$8,807,961

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,807,961	53,934	-21.3%	Shares	Sole	2026-08-10
2026-03-31	$7,909,068	68,548	-37.4%	Shares	Sole	2026-05-12
2025-12-31	$8,935,939	109,442	—	Shares	Sole	2026-02-06
No filing history on record for this holder in this stock.