Osmosis Investment Management UK Ltd

Position in Q — Qnity Electronics, Inc.

CIK 1780700 London, X0

Position in Q

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$828,471

-$172,219 QoQ

Shares Held

5,073

-41.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#558

of 1,314 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Osmosis Investment Management UK Ltd holds $59,544,597 across 5 Semiconductor Equipment & Materials names. Q ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	74,769	$22,558,554
2	AMAT	Applied Materials Inc /De	25,676	$18,563,748
3	LRCX	Lam Research Corp	39,850	$17,268,200
4	Q	Qnity Electronics, Inc. This page	5,073	$828,471
5	TER	Teradyne, Inc	673	$325,624

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$828,471	5,073	-41.5%	Shares	Sole	2026-08-13
2026-03-31	$1,000,690	8,673	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.