FIRST MANHATTAN CO. LLC.

Position in Q — Qnity Electronics, Inc.

CIK 728083 NEW YORK, NY

Position in Q

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$331,140

-$16,117 QoQ

Shares Held

2,870

-32.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

FIRST MANHATTAN CO. LLC. holds $1,529,434,509 across 6 Semiconductor Equipment & Materials names. Q ranks #6 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	754,352	$996,370,752
2	AMAT	Applied Materials Inc /De	1,505,425	$514,539,210
3	LRCX	Lam Research Corp	62,214	$13,292,643
4	ONTO	Onto Innovation Inc.	20,751	$4,255,407
5	KLAC	Kla Corp	4,383	$645,357
6	Q	Qnity Electronics, Inc. This page	2,870	$331,140

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$331,140	2,870	-32.5%	Shares	Sole	2026-05-15
2025-12-31	$347,257	4,253	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.