News Summary
PositiveQnity reported strong Q2 2026 results with raised full-year guidance (18% net sales growth, 35% adjusted EPS growth) driven by robust AI and high-performance computing demand, particularly in its Interconnect Solutions segment (up 30%). The company maintains bullish analyst consensus ('Strong Buy' with $174.38 average price target) and has stabilized leadership with the permanent appointment of Kate Dei Cas as Semiconductor Technologies segment president, though the company is still integrating as a newly independent entity following its November 2025 DuPont separation.
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| D1 Capital | Dan Sundheim | 834K | +834K | $136M | 0.4% | — | NEW |
| Point72 | Steve Cohen | 334K | +334K | $55M | <0.1% | — | NEW |
| Maverick Capital | Lee Ainslie | 5K | +5K | $1M | <0.1% | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Portfolio Context
Where Q ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.
position #39 of this fund's book
- 36AMAZON COM INC$150M
- 37BUILDERS FIRSTSOURCE INC$147M
- 38APOLLO GLOBAL MGMT INC$137M
- 39QNITY ELECTRONICS INC$136M
- 40TEXAS INSTRS INC$121M
Values are quarter-end position sizes. Shown only for funds where Q ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.
Signal History
Same issuer appearing in consecutive quarters — persistent institutional conviction. Returns are frozen at each archived quarter's last refresh.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| De Bondt Karin | — | BUY | 1K | $138.14 | $0.14M | 2026-08-11 | ↗ |
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | SC 13G/A | 10.2M | 4.9% | 2026-07-31 | ↗ |
| Vanguard Capital Management | SC 13G | 15.7M | 7.5% | 2026-04-30 | ↗ |
| Vanguard Portfolio Management | SC 13G | 10.7M | 5.1% | 2026-04-29 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.
Congressional Trading
| Member | Chamber | State | Type | Amount Range | Transaction Date | Filed | Src |
|---|---|---|---|---|---|---|---|
| Alan Armstrong | senate | — | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-21 | ↗ |
Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.