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Equibles

MORGAN STANLEY

Position in Q — Qnity Electronics, Inc.

CIK 895421 NEW YORK, NY
Back to Q Full portfolio

Position in Q

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$549,953,279
+$184,350,872 QoQ
Shares Held
3,367,542
+6.3% QoQ
Ownership
1.61%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#9
of 1,321 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 76% Shared 0% None 24%

Common Shares in Q Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $29,892,744,265 across 29 Semiconductor Equipment & Materials names. Q ranks #6 (1.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 13,523,832 $9,777,730,536
2 LRCX
Lam Research Corp
 19,217,787 $8,327,643,631
3 KLAC
Kla Corp
 17,114,793 $5,163,704,186
4 ASML
Asml Holding NV
 1,788,291 $3,557,697,459
5 TER
Teradyne, Inc
 1,914,643 $926,380,861
6 Q
Qnity Electronics, Inc.
This page 		3,367,542 $549,953,279
7 ENTG
Entegris Inc
 1,527,094 $274,663,118
8 ONTO
Onto Innovation Inc.
 488,517 $184,879,251

All Filings in Q

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $549,953,279 3,367,542
2026-03-31 $365,602,407 3,168,681
2025-12-31 $261,728,661 3,205,495