NYSE · Technology

QNITY ELECTRONICS INC Q

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. The company operates in two segments, Semiconductor Technologies and Interconnect Solutions. Its Semiconductor Technologies segment offers chemical mechanical planarization (CMP) pads and slurries, photoresists, functional sub-layers, advanced overcoats, post-CMP cleaners, post-etch residue removers, and emerging cleans.

Semiconductors

Company profile

Business mix

  • The company operates in two segments, Semiconductor Technologies and Interconnect Solutions.
  • The Interconnect Solutions segment provides copper pillar plating, copper redistribution layer, solder bump plating.
  • 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.

Current key questions

  • Can demand for the company's products and platforms keep growing within semiconductor equipment & materials?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 45.82 FCF 3.02% Buyback -0.3%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Durable Capital Partners Henry Ellenbogen 6.0% $587.1M 2026-03-31
Duquesne Family Office Stanley Druckenmiller 0.4% $14,498 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 2 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $263.9M Estimated from net added shares
Reduction amount $42.3M Estimated from net reduced shares
Net share change / base shares +57.1% +1,894,416 / 3,319,347
Duquesne Family Office Stanley Druckenmiller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$14,498
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +125,655 (New) Total shares 125,655 Value $14,498
Durable Capital Partners Henry Ellenbogen 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 81.7% 13F value change +$358.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,800,861 Last 1 periods +2,287,247 (+81.7%) Total shares 5,088,108 Value $587.1M
Glenview Capital Management Larry Robbins 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$42.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 518,486 Last 1 periods -518,486 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.