Position in QS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$950,171
+$223,987 QoQ
Shares Held
125,684
+10.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#102
of 446 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QS Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Qsemble Capital Management, LP holds $12,661,007 across 6 Auto Parts names. QS ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
68,185 | $6,279,156 | |
| 2 | LKQ |
Lkq Corp
|
85,744 | $2,257,639 | |
| 3 | BWA |
Borgwarner Inc
|
20,464 | $1,358,809 | |
| 4 | ALSN |
Allison Transmission Holdings Inc
|
9,448 | $1,065,167 | |
| 5 | QS |
QuantumScape Corp
This page
|
125,684 | $950,171 | |
| 6 | LEA |
Lear Corp
|
5,595 | $750,065 |
All Filings in QS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $950,171 | 125,684 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $726,184 | 113,822 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $714,822 | 68,601 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||