Position in Q
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,592,785
+$1,443,045 QoQ
Shares Held
101,603
-22.6% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
#167
of 1,314 holders
Holding Since
Dec 2025
3 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, 2026Arvin Capital Management LP holds $16,592,785 across 1 Semiconductor Equipment & Materials name. Q ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | Q |
Qnity Electronics, Inc.
This page
|
101,603 | $16,592,785 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,592,785 | 101,603 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,149,740 | 131,303 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,418,654 | 115,354 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||