GOLDMAN SACHS GROUP INC

Position in Q — Qnity Electronics, Inc.

CIK 886982 NEW YORK, NY

Back to Q Full portfolio

Position in Q

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

Position Value

$181,180,520

+$95,735,431 QoQ

Shares Held

1,570,294

+50.1% QoQ

Ownership

0.750%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in Q Over Time

Shares Held

Position Value (USD)

Derivatives in Q

reported options exposure · as of Mar 31, 2026

CallValue

$3,692,160

CallShares

32,000

PutValue

$3,692,160

PutShares

32,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

GOLDMAN SACHS GROUP INC holds $7,681,043,857 across 28 Semiconductor Equipment & Materials names. Q ranks #6 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	7,861,728	$2,687,060,010
2	LRCX	Lam Research Corp	10,477,727	$2,238,671,149
3	ASML	Asml Holding NV	751,412	$992,487,510
4	TER	Teradyne, Inc	1,693,254	$501,982,078
5	KLAC	Kla Corp	1,818,032	$267,688,846
6	Q	Qnity Electronics, Inc. This page	1,570,294	$181,180,520
7	ENTG	Entegris Inc	907,378	$106,380,994
8	ONTO	Onto Innovation Inc.	482,278	$98,900,747

All Filings in Q

Export CSV

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,692,160	32,000	0.0%	Call	Defined	2026-05-15
2026-03-31	$3,692,160	32,000	-98.0%	Put	Defined	2026-05-15
2026-03-31	$181,180,520	1,570,294	+721.3%	Shares	Defined	2026-05-15
2025-12-31	$15,611,480	191,200	+20.0%	Call	Defined	2026-03-25
2025-12-31	$13,006,845	159,300	-84.8%	Put	Defined	2026-03-25
2025-12-31	$85,445,089	1,046,480	—	Shares	Defined	2026-03-25
No filing history on record for this holder in this stock.