RIPOSTE CAPITAL LLC

Position in Q — Qnity Electronics, Inc.

CIK 1672355 NEW YORK, NY

Position in Q

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

Position Value

$12,248,250

New position

Shares Held

75,000

first reported quarter

Ownership

0.036%

of shares outstanding

% of Portfolio

4.16%

of 13F equity value

Holder Rank

#196

of 1,314 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

RIPOSTE CAPITAL LLC holds $52,309,950 across 4 Semiconductor Equipment & Materials names. Q ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	50,000	$18,922,500
2	Q	Qnity Electronics, Inc. This page	75,000	$12,248,250
3	ENTG	Entegris Inc	60,000	$10,791,600
4	AMKR	Amkor Technology, Inc.	120,000	$10,347,600

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,248,250	75,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.