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.
What each fund did in WOLF against its 13F for the quarter before; a change under 0.1% of a holding counts as held
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.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 2,272,968 | $109.7 million | 0.1% | +2,250,563 | added | 30 June 2026 | 13F |
| Millennium Management | 1,012,371 | $48.8 million | 0.0% | +138,307 | added | 30 June 2026 | 13F |
| Geode Capital Management | 760,106 | $36.7 million | 0.0% | +448,823 | added | 30 June 2026 | 13F |
| FMR LLC | 583,593 | $28.2 million | 0.0% | -1,013,792 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 498,900 | $24.1 million | 0.0% | +498,900 | new | 30 June 2026 | 13F |
| Alyeska | 339,531 | $16.4 million | 0.0% | +339,531 | new | 30 June 2026 | 13F |
| Citadel Advisors | 99,819 | $4.8 million | 0.0% | -945,043 | trimmed | 30 June 2026 | 13F |
| Ratan Capital | 51,128 | $2.5 million | 0.8% | +51,128 | new | 30 June 2026 | 13F |
| Bridgewater Associates | 36,406 | $1.8 million | 0.0% | +36,406 | new | 30 June 2026 | 13F |
| Third Point | 10,000 | $482,500 | 0.0% | +10,000 | new | 30 June 2026 | 13F |
| Soros Fund Management | 0 | $0 | 0.0% | -251,320 | exited | 30 June 2026 | 13F |
| Capital Research Global Investors | 0 | $0 | 0.0% | -1,340,291 | exited | 30 June 2026 | 13F |
Read more
Change 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
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Renesas Electronics America Inc. | 16,852,372 | 25.67% | $813.1 million | 100.00% | no change | 13F |
| Slate Path Capital LP | 4,438,156 | 6.76% | $214.1 million | 2.96% | no change | 13F |
| Price T Rowe Associates Inc. | 3,052,303 | 4.65% | $147.3 million | 0.01% | +1,055,280 | 13F |
| State Street Corp. | 2,620,673 | 3.99% | $126.4 million | 0.00% | +1,723,269 | 13F |
| BlackRock, Inc. | 2,353,768 | 3.58% | $113.6 million | 0.00% | +1,892,480 | 13F |
| Goldman Sachs Group Inc. | 2,328,048 | 3.55% | $112.3 million | 0.01% | +955,914 | 13F |
| Two Sigma Investments, LP | 2,272,968 | 3.46% | $109.7 million | 0.09% | +2,250,563 | 13F |
| JPMorgan Chase & Co. | 2,254,870 | 3.43% | $99.8 million | 0.01% | +2,254,868 | 13F |
| Morgan Stanley | 2,015,285 | 3.07% | $97.2 million | 0.01% | -2,258,710 | 13F |
| First Manhattan Co. LLC. | 1,644,966 | 2.51% | $79.4 million | 0.20% | new | 13F |
| Vanguard Capital Management LLC | 1,380,299 | 2.10% | $66.6 million | 0.00% | -418,078 | 13F |
| Millennium Management LLC | 1,012,371 | 1.54% | $48.8 million | 0.03% | +138,307 | 13F |
| UBS Group AG | 969,822 | 1.48% | $46.8 million | 0.01% | +130,750 | 13F |
| Hill City Capital, LP | 935,000 | 1.42% | $45.1 million | 1.05% | +50,000 | 13F |
| Think Investments LP | 902,100 | 1.37% | $43.5 million | 5.37% | new | 13F |
| Avantyr Capital Partners, LP | 811,392 | 1.24% | $39.1 million | 1.44% | new | 13F |
| Geode Capital Management, LLC | 760,106 | 1.16% | $36.7 million | 0.00% | +448,823 | 13F |
| Citigroup Inc. | 734,962 | 1.12% | $35.5 million | 0.02% | -2,535,728 | 13F |
| CloudAlpha Capital Management Limited/Hong Kong | 719,134 | 1.10% | $34.7 million | 3.43% | new | 13F |
| BNP Paribas Financial Markets | 709,546 | 1.08% | $34.2 million | 0.02% | +538,372 | 13F |
| Voloridge Investment Management, LLC | 704,607 | 1.07% | $34.0 million | 0.14% | new | 13F |
| Jane Street Group, LLC | 670,018 | 1.02% | $32.3 million | 0.02% | new | 13F |
| Calamos Advisors LLC | 659,692 | 1.00% | $31.8 million | 0.15% | -55,446 | 13F |
| FMR LLC | 583,593 | 0.89% | $28.2 million | 0.00% | -1,013,792 | 13F |
| Ameriprise Financial Inc. | 583,132 | 0.89% | $28.1 million | 0.01% | new | 13F |
| Bank of America Corp. | 571,998 | 0.87% | $27.6 million | 0.00% | -65,054 | 13F |
| Electron Capital Partners, LLC | 571,267 | 0.87% | $27.6 million | 1.10% | new | 13F |
| T. Rowe Price Investment Management, Inc. | 562,286 | 0.86% | $27.1 million | 0.02% | new | 13F |
| Discovery Capital Management, LLC | 548,375 | 0.84% | $26.5 million | 1.10% | +123,675 | 13F |
| Artemis Investment Management LLP | 529,801 | 0.81% | $25.6 million | 0.23% | +135,655 | 13F |
| Penn Capital Management Company, LLC | 513,975 | 0.78% | $24.8 million | 1.58% | new | 13F |
| Woodson Capital Management, LP | 500,000 | 0.76% | $24.1 million | 4.04% | -440,000 | 13F |
| Renaissance Technologies LLC | 498,900 | 0.76% | $24.1 million | 0.03% | new | 13F |
| Lido Advisors, LLC | 385,593 | 0.59% | $18.6 million | 0.07% | new | 13F |
| D. E. Shaw & Co., Inc. | 359,255 | 0.55% | $17.3 million | 0.01% | new | 13F |
| LMR Partners LLP | 341,800 | 0.52% | $16.5 million | 0.14% | new | 13F |
| Alyeska Investment Group, L.P. | 339,531 | 0.52% | $16.4 million | 0.04% | new | 13F |
| New York State Common Retirement Fund | 319,036 | 0.49% | $15.4 million | 0.02% | new | 13F |
| Raymond James Financial Inc. | 266,199 | 0.41% | $12.8 million | 0.00% | new | 13F |
| Marshall Wace, LLP | 264,504 | 0.40% | $12.8 million | 0.01% | +158,756 | 13F |
| Senvest Management, LLC | 258,124 | 0.39% | $12.5 million | 0.36% | -23,500 | 13F |
| Neuberger Berman Group LLC | 254,972 | 0.39% | $12.3 million | 0.01% | new | 13F |
| Charles Schwab Investment Management Inc. | 252,966 | 0.39% | $12.2 million | 0.00% | +77,170 | 13F |
| Northern Trust Corp. | 252,232 | 0.38% | $12.2 million | 0.00% | +185,991 | 13F |
| Royal Bank of Canada | 240,855 | 0.37% | $11.6 million | 0.00% | +235,379 | 13F |
| Vanguard Fiduciary Trust Co. | 202,539 | 0.31% | $9.8 million | 0.00% | +16,709 | 13F |
| Massachusetts Financial Services Co. | 195,714 | 0.30% | $9.4 million | 0.00% | new | 13F |
| Vanguard Portfolio Management LLC | 193,721 | 0.30% | $9.3 million | 0.00% | new | 13F |
| Arvin Capital Management LP | 168,958 | 0.26% | $8.2 million | 1.53% | new | 13F |
| Occudo Quantitative Strategies LP | 149,719 | 0.23% | $7.2 million | 0.38% | new | 13F |
Read more
Share 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
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 1,104,556 | $53.3 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 708,824 | $34.2 million | 30 June 2026 | 13F |
| Point72 Asset Management | Puts | 127,000 | $6.1 million | 30 June 2026 | 13F |
| Two Sigma Investments | Puts | 17,700 | $854,025 | 30 June 2026 | 13F |
| Two Sigma Investments | Calls | 9,400 | $453,550 | 30 June 2026 | 13F |
Read more
They 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
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 August 2026 | 13G/A | Capital Ventures International and 11 others | 3.3 million | 6.3% | 30 June 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 14 August 2026 | 13G/A | T. Rowe Price Associates, Inc. and 1 other | 6.1 million | 11.1% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 August 2026 | 13G/A | Morgan Stanley and 3 others | 2.4 million | 4.6% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 12 August 2026 | 13G | The Goldman Sachs Group, Inc. and 3 others | 3.6 million | 6.8% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 7 August 2026 | 13G | Jane Street Group, LLC and 5 others | 2.7 million | 5.1% | 3 August 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 7 August 2026 | 13G/A | Jane Street Group, LLC and 5 others | 2.3 million | 4.4% | 30 June 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 7 August 2026 | 13G | State Street Corporation and 1 other | 2.6 million | 5.0% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 August 2026 | 13G/A | Citigroup Inc and 7 others | 719,122 | 1.4% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 July 2026 | 13G/A | Capital Research Global Investors and 1 other | 1.8 million | 3.4% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 8 June 2026 | 13G | CSS Llc/Il and 1 other | 3.0 million | 5.9% | 5 June 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 20 May 2026 | 13G | Sculptor Capital LP and 11 others | 3.2 million | 6.2% | 13 May 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 18 May 2026 | 13G | Jane Street Group, LLC and 5 others | 2.7 million | 5.5% | 12 May 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 15 May 2026 | 13G | Slate Path Capital LP and 3 others | 6.4 million | 10.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 May 2026 | 13G/A | Capital Research Global Investors and 1 other | 4.1 million | 8.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 11 May 2026 | 13G/A | Renesas Electronics America Inc. and 3 others | 18.7 million | 39.9% | 31 March 2026 | passive, other (13d-1(d)) | EDGAR |
| 7 May 2026 | 13G/A | FMR LLC and 3 others | 1.0 million | 2.2% | 30 April 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 May 2026 | 13G/A | Allianz Global Investors GmbH and 1 other | 1.4 million | 3.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 5 May 2026 | 13G/A | Voya Financial, Inc. and 1 other | 1.4 million | 3.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 1 May 2026 | 13G | Capital Ventures International and 11 others | 2.5 million | 5.0% | 24 April 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 8 April 2026 | 13G/A | T. Rowe Price Associates, Inc. and 1 other | 6.2 million | 12.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 March 2026 | 13G/A | T. Rowe Price Associates, Inc. and 1 other | 4.7 million | 9.8% | 28 February 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | Point72 Asset Management, L.P. and 5 others | 990,150 | 3.8% | 31 December 2025 | passive, under 20% (13d-1(c)) | EDGAR |
| 13 February 2026 | 13G | Citigroup Global Markets Inc. and 7 others | 2.9 million | 6.4% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 12 February 2026 | 13G/A | Capital Research Global Investors and 1 other | 2.8 million | 9.9% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 12 February 2026 | 13G | Morgan Stanley and 3 others | 2.5 million | 9.5% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 5 December 2025 | 13G/A | Voya Financial, Inc. and 1 other | 1.4 million | 5.4% | 30 November 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 7 November 2025 | 13G | Renesas Electronics America Inc. and 3 others | 32.9 million | 56.0% | 30 September 2025 | passive, other (13d-1(d)) | EDGAR |
| 6 November 2025 | 13G/A | Voya Financial, Inc. and 1 other | 3.3 million | 12.1% | 31 October 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 6 November 2025 | 13G/A | Voya Financial, Inc. and 1 other | 5.3 million | 18.3% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 4 November 2025 | 13G | Allianz Global Investors GmbH and 1 other | 1.6 million | 6.2% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 31 October 2025 | 13G/A | The Vanguard Group and 1 other | 43,139 | 0.2% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
Read more
Amendments (/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 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 29 September 2026 | 17,131 | $27.58 | SEC |
| 28 September 2026 | 308 | $27.57 | SEC |
| 25 September 2026 | 91,040 | $26.30 | SEC |
| 24 September 2026 | 139,606 | $27.14 | SEC |
| 23 September 2026 | 69,374 | $27.99 | SEC |
| 21 September 2026 | 1,149 | $25.59 | SEC |
| 17 September 2026 | 257 | $23.67 | SEC |
| 15 September 2026 | 37,385 | $23.96 | SEC |
| 14 September 2026 | 29,957 | $25.92 | SEC |
| 11 September 2026 | 47,385 | $25.17 | SEC |
| 10 September 2026 | 301,175 | $27.28 | SEC |
| 9 September 2026 | 7,503 | $28.88 | SEC |
| 8 September 2026 | 54,486 | $28.35 | SEC |
| 4 September 2026 | 3,282 | $26.84 | SEC |
| 2 September 2026 | 317,822 | $26.31 | SEC |
| 1 September 2026 | 16,999 | $27.40 | SEC |
| 31 August 2026 | 27,464 | $25.85 | SEC |
| 28 August 2026 | 40 | $26.95 | SEC |
| 27 August 2026 | 546 | $26.93 | SEC |
| 26 August 2026 | 29,435 | $25.29 | SEC |
| 24 August 2026 | 67,113 | $25.76 | SEC |
| 18 August 2026 | 20 | $34.96 | SEC |
| 17 August 2026 | 3,315 | $31.79 | SEC |