OCCUDO QUANTITATIVE STRATEGIES LP
Position in Q — Qnity Electronics, Inc.
CIK 1819697
FORT LAUDERDALE, FL
Position in Q
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,367,002
+$2,700,850 QoQ
Shares Held
124,519
-12.9% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026OCCUDO QUANTITATIVE STRATEGIES LP holds $49,174,105 across 9 Semiconductor Equipment & Materials names. Q ranks #1 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | Q |
Qnity Electronics, Inc.
This page
|
124,519 | $14,367,002 | |
| 2 | AMAT |
Applied Materials Inc /De
|
37,289 | $12,745,007 | |
| 3 | TER |
Teradyne, Inc
|
25,906 | $7,680,092 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
111,045 | $5,000,356 | |
| 5 | LRCX |
Lam Research Corp
|
20,559 | $4,392,635 | |
| 6 | IPGP |
Ipg Photonics Corp
|
26,636 | $3,052,219 | |
| 7 | AMBA |
Ambarella Inc
|
25,210 | $1,297,810 | |
| 8 | INTT |
Intest Corp
|
29,844 | $407,370 |
All Filings in Q
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,367,002 | 124,519 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,666,152 | 142,880 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||