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Wolfspeed, Inc. 13F holders

265 funds reported a position in Wolfspeed, Inc. in their 13F for the quarter ended 30 June 2026, together 65.7 million shares worth $3.16 billion. Against the quarter before, 147 opened a position, 51 added, 31 trimmed and 36 sold out; together they bought a net 12.5 million shares. The largest holders: Renesas Electronics America Inc., Slate Path Capital LP and Price T Rowe Associates Inc.

Funds holding265+112 on Q1 2026
Shares they held65.7Mworth $3.16 billion
Net bought on the quarter12.5M sharesabout $599.7 million at the funds' values
Funds buying to selling198 to 67opened or added, to cut or sold
Opened 147Added 51Held 34Trimmed 31Sold out 36
Opened: 147 fundsAdded: 51 fundsHeld: 34 fundsTrimmed: 31 fundsSold out: 36 funds

What each fund did in WOLF against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2025: 129 funds, 18.4 million shares129Q3 2025Q4 2025: 148 funds, 44.4 million shares148Q4 2025Q1 2026: 153 funds, 53.2 million shares153Q1 2026Q2 2026: 265 funds, 65.7 million shares265Q2 2026

Funds reporting a position in WOLF in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 36 reported a position in Wolfspeed, Inc.: 13 opened one, 10 added, 2 trimmed and 14 sold out, a net 253,471 shares bought.

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 10 reported a position in Wolfspeed, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Two Sigma Investments, 2.3 million shares worth $109.7 million, 0.1% of its reported book. New this quarter: Renaissance Technologies, Alyeska, Ratan Capital, Bridgewater Associates. Sold out: Soros Fund Management, Capital Research Global Investors. In the quarter, 8 funds added or opened a position and 4 trimmed or sold out; together they bought a net 223,212 shares, about $10.8 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Two Sigma Investments2,272,968$109.7 million0.1%+2,250,563added30 June 202613F
Millennium Management1,012,371$48.8 million0.0%+138,307added30 June 202613F
Geode Capital Management760,106$36.7 million0.0%+448,823added30 June 202613F
FMR LLC583,593$28.2 million0.0%-1,013,792trimmed30 June 202613F
Renaissance Technologies498,900$24.1 million0.0%+498,900new30 June 202613F
Alyeska339,531$16.4 million0.0%+339,531new30 June 202613F
Citadel Advisors99,819$4.8 million0.0%-945,043trimmed30 June 202613F
Ratan Capital51,128$2.5 million0.8%+51,128new30 June 202613F
Bridgewater Associates36,406$1.8 million0.0%+36,406new30 June 202613F
Third Point10,000$482,5000.0%+10,000new30 June 202613F
Soros Fund Management0$00.0%-251,320exited30 June 202613F
Capital Research Global Investors0$00.0%-1,340,291exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Renesas Electronics America Inc.16,852,37225.67%$813.1 million100.00%no change13F
Slate Path Capital LP4,438,1566.76%$214.1 million2.96%no change13F
Price T Rowe Associates Inc.3,052,3034.65%$147.3 million0.01%+1,055,28013F
State Street Corp.2,620,6733.99%$126.4 million0.00%+1,723,26913F
BlackRock, Inc.2,353,7683.58%$113.6 million0.00%+1,892,48013F
Goldman Sachs Group Inc.2,328,0483.55%$112.3 million0.01%+955,91413F
Two Sigma Investments, LP2,272,9683.46%$109.7 million0.09%+2,250,56313F
JPMorgan Chase & Co.2,254,8703.43%$99.8 million0.01%+2,254,86813F
Morgan Stanley2,015,2853.07%$97.2 million0.01%-2,258,71013F
First Manhattan Co. LLC.1,644,9662.51%$79.4 million0.20%new13F
Vanguard Capital Management LLC1,380,2992.10%$66.6 million0.00%-418,07813F
Millennium Management LLC1,012,3711.54%$48.8 million0.03%+138,30713F
UBS Group AG969,8221.48%$46.8 million0.01%+130,75013F
Hill City Capital, LP935,0001.42%$45.1 million1.05%+50,00013F
Think Investments LP902,1001.37%$43.5 million5.37%new13F
Avantyr Capital Partners, LP811,3921.24%$39.1 million1.44%new13F
Geode Capital Management, LLC760,1061.16%$36.7 million0.00%+448,82313F
Citigroup Inc.734,9621.12%$35.5 million0.02%-2,535,72813F
CloudAlpha Capital Management Limited/Hong Kong719,1341.10%$34.7 million3.43%new13F
BNP Paribas Financial Markets709,5461.08%$34.2 million0.02%+538,37213F
Voloridge Investment Management, LLC704,6071.07%$34.0 million0.14%new13F
Jane Street Group, LLC670,0181.02%$32.3 million0.02%new13F
Calamos Advisors LLC659,6921.00%$31.8 million0.15%-55,44613F
FMR LLC583,5930.89%$28.2 million0.00%-1,013,79213F
Ameriprise Financial Inc.583,1320.89%$28.1 million0.01%new13F
Bank of America Corp.571,9980.87%$27.6 million0.00%-65,05413F
Electron Capital Partners, LLC571,2670.87%$27.6 million1.10%new13F
T. Rowe Price Investment Management, Inc.562,2860.86%$27.1 million0.02%new13F
Discovery Capital Management, LLC548,3750.84%$26.5 million1.10%+123,67513F
Artemis Investment Management LLP529,8010.81%$25.6 million0.23%+135,65513F
Penn Capital Management Company, LLC513,9750.78%$24.8 million1.58%new13F
Woodson Capital Management, LP500,0000.76%$24.1 million4.04%-440,00013F
Renaissance Technologies LLC498,9000.76%$24.1 million0.03%new13F
Lido Advisors, LLC385,5930.59%$18.6 million0.07%new13F
D. E. Shaw & Co., Inc.359,2550.55%$17.3 million0.01%new13F
LMR Partners LLP341,8000.52%$16.5 million0.14%new13F
Alyeska Investment Group, L.P.339,5310.52%$16.4 million0.04%new13F
New York State Common Retirement Fund319,0360.49%$15.4 million0.02%new13F
Raymond James Financial Inc.266,1990.41%$12.8 million0.00%new13F
Marshall Wace, LLP264,5040.40%$12.8 million0.01%+158,75613F
Senvest Management, LLC258,1240.39%$12.5 million0.36%-23,50013F
Neuberger Berman Group LLC254,9720.39%$12.3 million0.01%new13F
Charles Schwab Investment Management Inc.252,9660.39%$12.2 million0.00%+77,17013F
Northern Trust Corp.252,2320.38%$12.2 million0.00%+185,99113F
Royal Bank of Canada240,8550.37%$11.6 million0.00%+235,37913F
Vanguard Fiduciary Trust Co.202,5390.31%$9.8 million0.00%+16,70913F
Massachusetts Financial Services Co.195,7140.30%$9.4 million0.00%new13F
Vanguard Portfolio Management LLC193,7210.30%$9.3 million0.00%new13F
Arvin Capital Management LP168,9580.26%$8.2 million1.53%new13F
Occudo Quantitative Strategies LP149,7190.23%$7.2 million0.38%new13F
The 50 largest of the 265 funds that reported a position in WOLF in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on WOLF

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls1,104,556$53.3 million30 June 202613F
Citadel AdvisorsPuts708,824$34.2 million30 June 202613F
Point72 Asset ManagementPuts127,000$6.1 million30 June 202613F
Two Sigma InvestmentsPuts17,700$854,02530 June 202613F
Two Sigma InvestmentsCalls9,400$453,55030 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
14 August 202613G/ACapital Ventures International and 11 others3.3 million6.3%30 June 2026passive, under 20% (13d-1(c))EDGAR
14 August 202613G/AT. Rowe Price Associates, Inc. and 1 other6.1 million11.1%30 June 2026passive, institutional (13d-1(b))EDGAR
13 August 202613G/AMorgan Stanley and 3 others2.4 million4.6%30 June 2026passive, institutional (13d-1(b))EDGAR
12 August 202613GThe Goldman Sachs Group, Inc. and 3 others3.6 million6.8%30 June 2026passive, institutional (13d-1(b))EDGAR
7 August 202613GJane Street Group, LLC and 5 others2.7 million5.1%3 August 2026passive, under 20% (13d-1(c))EDGAR
7 August 202613G/AJane Street Group, LLC and 5 others2.3 million4.4%30 June 2026passive, under 20% (13d-1(c))EDGAR
7 August 202613GState Street Corporation and 1 other2.6 million5.0%30 June 2026passive, institutional (13d-1(b))EDGAR
5 August 202613G/ACitigroup Inc and 7 others719,1221.4%30 June 2026passive, institutional (13d-1(b))EDGAR
6 July 202613G/ACapital Research Global Investors and 1 other1.8 million3.4%30 June 2026passive, institutional (13d-1(b))EDGAR
8 June 202613GCSS Llc/Il and 1 other3.0 million5.9%5 June 2026passive, under 20% (13d-1(c))EDGAR
20 May 202613GSculptor Capital LP and 11 others3.2 million6.2%13 May 2026passive, under 20% (13d-1(c))EDGAR
18 May 202613GJane Street Group, LLC and 5 others2.7 million5.5%12 May 2026passive, under 20% (13d-1(c))EDGAR
15 May 202613GSlate Path Capital LP and 3 others6.4 million10.0%31 March 2026passive, institutional (13d-1(b))EDGAR
14 May 202613G/ACapital Research Global Investors and 1 other4.1 million8.5%31 March 2026passive, institutional (13d-1(b))EDGAR
11 May 202613G/ARenesas Electronics America Inc. and 3 others18.7 million39.9%31 March 2026passive, other (13d-1(d))EDGAR
7 May 202613G/AFMR LLC and 3 others1.0 million2.2%30 April 2026passive, institutional (13d-1(b))EDGAR
6 May 202613G/AAllianz Global Investors GmbH and 1 other1.4 million3.1%31 March 2026passive, institutional (13d-1(b))EDGAR
5 May 202613G/AVoya Financial, Inc. and 1 other1.4 million3.1%31 March 2026passive, institutional (13d-1(b))EDGAR
1 May 202613GCapital Ventures International and 11 others2.5 million5.0%24 April 2026passive, under 20% (13d-1(c))EDGAR
8 April 202613G/AT. Rowe Price Associates, Inc. and 1 other6.2 million12.6%31 March 2026passive, institutional (13d-1(b))EDGAR
6 March 202613G/AT. Rowe Price Associates, Inc. and 1 other4.7 million9.8%28 February 2026passive, institutional (13d-1(b))EDGAR
17 February 202613G/APoint72 Asset Management, L.P. and 5 others990,1503.8%31 December 2025passive, under 20% (13d-1(c))EDGAR
13 February 202613GCitigroup Global Markets Inc. and 7 others2.9 million6.4%31 December 2025passive, institutional (13d-1(b))EDGAR
12 February 202613G/ACapital Research Global Investors and 1 other2.8 million9.9%31 December 2025passive, institutional (13d-1(b))EDGAR
12 February 202613GMorgan Stanley and 3 others2.5 million9.5%31 December 2025passive, institutional (13d-1(b))EDGAR
5 December 202513G/AVoya Financial, Inc. and 1 other1.4 million5.4%30 November 2025passive, institutional (13d-1(b))EDGAR
7 November 202513GRenesas Electronics America Inc. and 3 others32.9 million56.0%30 September 2025passive, other (13d-1(d))EDGAR
6 November 202513G/AVoya Financial, Inc. and 1 other3.3 million12.1%31 October 2025passive, institutional (13d-1(b))EDGAR
6 November 202513G/AVoya Financial, Inc. and 1 other5.3 million18.3%30 September 2025passive, institutional (13d-1(b))EDGAR
4 November 202513GAllianz Global Investors GmbH and 1 other1.6 million6.2%30 September 2025passive, institutional (13d-1(b))EDGAR
31 October 202513G/AThe Vanguard Group and 1 other43,1390.2%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
29 September 202617,131$27.58SEC
28 September 2026308$27.57SEC
25 September 202691,040$26.30SEC
24 September 2026139,606$27.14SEC
23 September 202669,374$27.99SEC
21 September 20261,149$25.59SEC
17 September 2026257$23.67SEC
15 September 202637,385$23.96SEC
14 September 202629,957$25.92SEC
11 September 202647,385$25.17SEC
10 September 2026301,175$27.28SEC
9 September 20267,503$28.88SEC
8 September 202654,486$28.35SEC
4 September 20263,282$26.84SEC
2 September 2026317,822$26.31SEC
1 September 202616,999$27.40SEC
31 August 202627,464$25.85SEC
28 August 202640$26.95SEC
27 August 2026546$26.93SEC
26 August 202629,435$25.29SEC
24 August 202667,113$25.76SEC
18 August 202620$34.96SEC
17 August 20263,315$31.79SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 317,822 on 2 September 2026. A fail is an operational fact about settlement, not a position.