LECAP ASSET MANAGEMENT LTD

Position in Q — Qnity Electronics, Inc.

CIK 1990849 LONDON, X0

Position in Q

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

Position Value

$1,269,735

+$894,520 QoQ

Shares Held

7,775

+139.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#481

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LECAP ASSET MANAGEMENT LTD holds $4,282,094 across 5 Semiconductor Equipment & Materials names. Q ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMKR	Amkor Technology, Inc.	17,706	$1,526,788
2	Q	Qnity Electronics, Inc. This page	7,775	$1,269,735
3	ENTG	Entegris Inc	4,198	$755,052
4	LRCX	Lam Research Corp	984	$426,396
5	KLAC	Kla Corp	1,008	$304,123

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,269,735	7,775	+139.1%	Shares	Sole	2026-07-30
2026-03-31	$375,215	3,252	-19.0%	Shares	Sole	2026-04-30
2025-12-31	$327,824	4,015	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.