1 tracked superinvestor hold Qnity Electronics Inc (Q), worth $14M combined, led by Stanley Druckenmiller. Smart money is accumulating Q as of the latest 13F filings.
Current price
$143.46
+51.2%
1Y
Qnity Electronics, Inc. focuses on the provision of electronic solutions and materials used in semiconductor chip manufacturing and advanced electronic materials. The company was formerly known as Novus SpinCo 1, Inc. and changed its name to Qnity Electronics, Inc. in April 2025. Qnity Electronics, Inc. is based in Wilmington, Delaware.
Market cap
$30.1B
P/E
43.3
Div yield
0.2%
Revenue YoY
9.7%
Analyst target
$173
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$14M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating Q: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
Qnity Electronics Inc (Q) is held by 1 tracked funds worth $14M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stanley Druckenmiller at 0.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stanley Druckenmiller), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.4% | $14M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own Q?
1 tracked funds hold Qnity Electronics Inc (Q), the largest being Stanley Druckenmiller (Duquesne Family Office) at 0.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling Q?
In the most recent 13F quarter, 1 tracked fund added or opened Q and 0 trimmed it, including 1 brand-new position.
How much Q do tracked funds hold?
Combined disclosed long exposure to Q across tracked superinvestors is $14M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.