Henry Ellenbogen's Durable Capital Partners reduced its holding in QNITY ELECTRONICS INC by 10.5% during the second quarter of 2026, selling approximately 540,000 shares. Despite the reduction in shares, the total reported market value of the investment surged by over 26% to $743.6 million, a result of the stock's strong price appreciation during the period.
This trade information, disclosed in a delayed 13F filing on August 14, reflects activity between April 1 and June 30, 2026. The increase in the position's value was significant enough to boost its weight in Durable Capital's portfolio from 6.04% to 7.23%. QNITY reported strong quarterly results for the period, with revenue growing 22% year-over-year, driven by demand tied to artificial intelligence and high-performance computing. [2, 7]