Qnity Electronics, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Qnity Electronics, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Largest filed tie
11.00%
of Q revenue · Samsung Electronics
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Qnity Electronics, Inc. provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally. It operates in two segments, Semiconductor Technologies and Interconnect Solutions. The company offers chemical mechanical planarization (CMP) pads and slurries, photoresists, functional sub-layers, advanced overcoats, post-CMP cleaners, post-etch residue removers, and emerging cleans. It also provides copper pillar plating, copper redistribution layer, solder bump plating, under bump metallization, photoresists, packaging dielectrics, gap fillers, phase change, specialty thermal interface materials, thermally conductive insulators, copper playing solutions, dry film photoresists, and laminates and polyimide films. The company sells its products under the Advanced Cleans, Circuposit, Duroptix, Kalrez, Lithojet, Metallization, Pyralux, and Riston brands. Its products are used in advanced cleans solutions, CMP, circuit imaging materials, connectors, general metal finishing, laminates, leadframes, metallization, microlithography, semiconductor packaging materials, and tape automated bonding applications. The company serves aerospace, electronics, industrial, oil and gas, and transportation industries. The company was formerly known as Novus SpinCo 1, Inc. and changed its name to Qnity Electronics, Inc. in April 2025. The company was incorporated in 2024 and is headquartered in Wilmington, Delaware.
Qnity Electronics, Inc. provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally. It operates in two segments, Semiconductor Technologies and Interconnect Solutions. The company offers chemical mechanical planarization (CMP) pads and slurries, photoresists, functional sub-layers, advanced overcoats, post-CMP cleaners, post-etch residue removers, and emerging cleans. It also provides copper pillar plating, copper redistribution layer, solder bump plating, under bump metallization, photoresists, packaging dielectrics, gap fillers, phase change, specialty thermal interface materials, thermally conductive insulators, copper playing solutions, dry film photoresists, and laminates and polyimide films. The company sells its products under the Advanced Cleans, Circuposit, Duroptix, Kalrez, Lithojet, Metallization, Pyralux, and Riston brands. Its products are used in advanced cleans solutions, CMP, circuit imaging materials, connectors, general metal finishing, laminates, leadframes, metallization, microlithography, semiconductor packaging materials, and tape automated bonding applications. The company serves aerospace, electronics, industrial, oil and gas, and transportation industries. The company was formerly known as Novus SpinCo 1, Inc. and changed its name to Qnity Electronics, Inc. in April 2025. The company was incorporated in 2024 and is headquartered in Wilmington, Delaware.
No thesis.
No other changes.
No other changes.
Annual filing, covered
10-K parsed · Feb 26 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 26 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Same SIC code · 6
Same SEC industry code: Nvidia Corp, Broadcom Inc., Micron Technology Inc and 3 more; of Qnity Electronics, Inc.'s 6 closest co-movers, 1 shares that code.
Same SIC code · 6
Same SEC industry code: Nvidia Corp, Broadcom Inc., Micron Technology Inc and 3 more; of Qnity Electronics, Inc.'s 6 closest co-movers, 1 shares that code.
Qnity Electronics, Inc.
115.85
+0.48 · +0.41%
post 118.94 +2.67%
—
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $2.6B | 9.89% | +1.00% |
| Vanguardindex-like | $2.2B | 8.42% | +0.35% |
| Vanguard Portfolioindex-like | $1.7B | 6.29% | −4.14% |
| State Streetindex-like | $1.5B | 5.77% | +3.40% |
| Geodeindex-like | $910.0M | 3.43% | +2.00% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $2.6B | 9.89% | +1.00% |
| Vanguardindex-like | $2.2B | 8.42% | +0.35% |
| Vanguard Portfolioindex-like | $1.7B | 6.29% | −4.14% |
| State Streetindex-like | $1.5B | 5.77% | +3.40% |
| Geodeindex-like | $910.0M | 3.43% | +2.00% |
Bull2
Bear2
Expected move
Inputs8Q avg ±5.2%·×1.53·rich
straddle ±11.3%
spot 115.37exp Nov 20ATM strike 115ATM straddle 15.40IV 75%