AG2R LA MONDIALE GESTION D'ACTIFS

Position in Q — Qnity Electronics, Inc.

CIK 2047606 PARIS, I0

Position in Q

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,654,983

-$17,796 QoQ

Shares Held

10,134

-30.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#437

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

AG2R LA MONDIALE GESTION D'ACTIFS holds $71,321,357 across 5 Semiconductor Equipment & Materials names. Q ranks #5 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	34,826	$25,179,198
2	LRCX	Lam Research Corp	54,795	$23,744,317
3	KLAC	Kla Corp	57,450	$17,333,239
4	TER	Teradyne, Inc	7,047	$3,409,620
5	Q	Qnity Electronics, Inc. This page	10,134	$1,654,983

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,654,983	10,134	-30.1%	Shares	Sole	2026-07-23
2026-03-31	$1,672,779	14,498	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.