Sepio Capital, LP

Position in Q — Qnity Electronics, Inc.

CIK 1751412 Salt Lake City, UT

Position in Q

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$253,620

New position

Shares Held

1,553

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#887

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

Sepio Capital, LP holds $2,762,084 across 5 Semiconductor Equipment & Materials names. Q ranks #5 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	1,610	$697,661
2	ASML	Asml Holding NV	316	$628,663
3	AMAT	Applied Materials Inc /De	838	$605,874
4	KLAC	Kla Corp	1,910	$576,266
5	Q	Qnity Electronics, Inc. This page	1,553	$253,620

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,620	1,553	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.