ROYAL LONDON ASSET MANAGEMENT LTD
Position in Q — Qnity Electronics, Inc.
CIK 863748
UNITED KINGDOM, X0
Position in Q
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,302,416
+$4,285,931 QoQ
Shares Held
81,455
+4.2% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#193
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, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $886,331,860 across 7 Semiconductor Equipment & Materials names. Q ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
460,003 | $332,582,169 | |
| 2 | LRCX |
Lam Research Corp
|
661,673 | $286,722,761 | |
| 3 | KLAC |
Kla Corp
|
717,115 | $216,360,766 | |
| 4 | TER |
Teradyne, Inc
|
73,347 | $35,488,212 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
81,455 | $13,302,416 | |
| 6 | ENTG |
Entegris Inc
|
6,588 | $1,184,917 | |
| 7 | NVMI |
Nova Ltd.
|
1,272 | $690,619 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,302,416 | 81,455 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,016,485 | 78,146 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,302,840 | 64,946 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||