Barometer Capital Management’s Daqo New Energy DQ Stock Holding History

Barometer Capital Management’s Portfolio DQ Stock Details DQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$861K	Buy	64,300 +10,800	+20%	+$196K	0.24%	79
2026 Q1	$1.14M	Sell	53,500 -31,800	-37%	-$775K	0.39%	62
2025 Q4	$539K	Buy	85,300 +47,400	+125%	+$1.45M	0.13%	96
2025 Q3	$1.07M	Buy	37,900 +16,700	+79%	+$391K	0.24%	60
2025 Q2	$322K	Buy	21,200 +10,700	+102%	+$152K	0.09%	123
2025 Q1	$190K	Buy	+10,500	New	+$206K	0.07%	117
2024 Q4	–	Sell	-7,700	Closed	-$157K	–	166
2024 Q3	$157K	Hold	7,700	–	–	0.05%	131
2024 Q2	$112K	Buy	+7,700	New	+$162K	0.04%	166

Other funds holding DQ

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Ariose Capital Management Central, Hong Kong, Hong Kong $234M AUM 640.82% 1-Year Est. Return

Barometer Capital Management's DQ Position: Q2 2026 in Review

Barometer Capital Management increased its Daqo New Energy (DQ) stake by 20% in Q2 2026, buying an estimated $196K and bringing the position to 64,300 shares worth $861K. The position accounts for 0.24% of the portfolio, ranked #79.

Barometer Capital Management first reported a position in DQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q1 2026. 114 funds tracked by Wall St. Rank hold DQ as of Q2 2026.

Barometer Capital Management held 64,300 shares of Daqo New Energy worth $861K as of Q2 2026.
Barometer Capital Management bought 10,800 Daqo New Energy shares in Q2 2026, an estimated $196K.
Daqo New Energy made up 0.24% of Barometer Capital Management's portfolio in Q2 2026, its #79 holding.
Barometer Capital Management first reported a position in Daqo New Energy in Q2 2024 and has held it in 8 quarters since.
Barometer Capital Management's Daqo New Energy position peaked at $1.14M in Q1 2026.
114 funds tracked by Wall St. Rank held Daqo New Energy as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.