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Equibles

AXQ CAPITAL, LP

Position in Q — Qnity Electronics, Inc.

CIK 1916908 JERSEY CITY, NJ
Back to Q Full portfolio

Position in Q

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$3,295,759
+$326,801 QoQ
Shares Held
20,181
-21.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#340
of 1,321 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in Q Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

AXQ CAPITAL, LP holds $16,843,587 across 7 Semiconductor Equipment & Materials names. Q ranks #3 (19.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMKR
Amkor Technology, Inc.
 49,359 $4,256,226
2 LRCX
Lam Research Corp
 8,333 $3,610,938
3 Q
Qnity Electronics, Inc.
This page 		20,181 $3,295,759
4 ASML
Asml Holding NV
 1,327 $2,639,986
5 AMAT
Applied Materials Inc /De
 3,234 $2,338,182
6 ACMR
ACM Research, Inc.
 4,089 $518,853
7 DQ
Daqo New Energy Corp.
 13,715 $183,643

All Filings in Q

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,295,759 20,181
2026-03-31 $2,968,958 25,732