WolfspeedWOLF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 264 institutions reported holding Wolfspeed Inc. (WOLF) in their 13F filings, up 111 from Q1 2026. 148 opened new positions and 36 sold out. The largest holders were Renesas Electronics America Inc. ($813.1M), Slate Path Capital LP ($214.1M) and T. Rowe Price Associates Inc. ($147.3M). 8 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Wolfspeed Inc.
- CUSIP
- 97785W106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 148 | $699.0M |
| Exits | 36 | $64.1M |
All 13F filers, Q1 2026 → Q2 2026: 27,304,961 shares bought and 14,792,486 shares sold, net +12,512,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| Renesas Electronics America Inc. | 100.00% | No change | 16,852,372 | $813.1M |
| Slate Path Capital LP | 2.96% | No change | 4,438,156 | $214.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +52.8% | 3,052,303 | $147.3M |
| State Street Corp. | 0.00% | Add +192.0% | 2,620,673 | $126.4M |
| BlackRock, Inc. | 0.00% | Add +410.3% | 2,353,768 | $113.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +69.7% | 2,328,048 | $112.3M |
| Two Sigma Investments, LP | 0.09% | Add +10044.9% | 2,272,968 | $109.7M |
| JPMorgan Chase & Co. | 0.01% | Add +112743400.0% | 2,254,870 | $99.8M |
| Morgan Stanley | 0.01% | Reduce -52.9% | 2,015,285 | $97.2M |
| First Manhattan Co. Llc. | 0.20% | New | 1,644,966 | $79.4M |
| Vanguard Capital Management LLC | 0.00% | Reduce -23.3% | 1,380,299 | $66.6M |
| Millennium Management | 0.03% | Add +15.8% | 1,012,371 | $48.8M |
| UBS Group AG | 0.01% | Add +15.6% | 969,822 | $46.8M |
| Hill City Capital, LP | 1.05% | Add +5.7% | 935,000 | $45.1M |
| Think Investments LP | 5.36% | New | 902,100 | $43.5M |
| Avantyr Capital Partners, LP | 1.44% | New | 811,392 | $39.1M |
| Geode Capital Management, LLC | 0.00% | Add +144.2% | 760,106 | $36.7M |
| Citigroup Inc. | 0.02% | Reduce -77.5% | 734,962 | $35.5M |
| CloudAlpha Capital Management Limited/Hong Kong | 3.43% | New | 719,134 | $34.7M |
| BNP Paribas Financial Markets | 0.02% | Add +314.5% | 709,546 | $34.2M |
| Voloridge Investment Management, LLC | 0.14% | New | 704,607 | $34.0M |
| Jane Street Group, LLC | 0.02% | New | 670,018 | $32.3M |
| Calamos Advisors LLC | 0.16% | Reduce -7.8% | 659,692 | $31.8M |
| FMR LLC | 0.00% | Reduce -63.5% | 583,593 | $28.2M |
| Ameriprise Financial Inc. | 0.01% | New | 583,132 | $28.1M |
| Bank of America Corp. | 0.00% | Reduce -10.2% | 571,998 | $27.6M |
| Electron Capital Partners, LLC | 1.10% | New | 571,267 | $27.6M |
| T. Rowe Price Investment Management, Inc. | 0.02% | New | 562,286 | $27.1M |
| Discovery Capital Management, LLC / CT | 1.10% | Add +29.1% | 548,375 | $26.5M |
| Artemis Investment Management LLP | 0.23% | Add +34.4% | 529,801 | $25.6M |
| Penn Capital Management Company, LLC | 1.58% | New | 513,975 | $24.8M |
| Woodson Capital Management, LP | 4.04% | Reduce -46.8% | 500,000 | $24.1M |
| Renaissance Technologies | 0.03% | New | 498,900 | $24.1M |
| Lido Advisors, LLC | 0.07% | New | 385,593 | $18.6M |
| D. E. Shaw & Co. | 0.01% | New | 359,255 | $17.3M |
| LMR Partners LLP | 0.15% | New | 341,800 | $16.5M |
| Alyeska Investment Group, L.P. | 0.04% | New | 339,531 | $16.4M |
| New York State Common Retirement Fund | 0.02% | New | 319,036 | $15.4M |
| Raymond James Financial Inc. | 0.00% | New | 266,199 | $12.8M |
| Marshall Wace, LLP | 0.01% | Add +150.1% | 264,504 | $12.8M |
| Senvest Management, LLC | 0.37% | Reduce -8.3% | 258,124 | $12.5M |
| Neuberger Berman Group LLC | 0.01% | New | 254,972 | $12.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +43.9% | 252,966 | $12.2M |
| Northern Trust Corp. | 0.00% | Add +280.8% | 252,232 | $12.2M |
| Royal Bank of Canada | 0.00% | Add +4298.4% | 240,855 | $11.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +9.0% | 202,539 | $9.8M |
| Massachusetts Financial Services Co. | 0.00% | New | 195,714 | $9.4M |
| Vanguard Portfolio Management LLC | 0.00% | New | 193,721 | $9.3M |
| Arvin Capital Management LP | 1.53% | New | 168,958 | $8.2M |
| Occudo Quantitative Strategies LP | 0.38% | New | 149,719 | $7.2M |
| Valueworks LLC | 1.49% | New | 147,795 | $7.1M |
| Russell Investments Group, Ltd. | 0.01% | New | 144,527 | $7.0M |
| Panview Capital Ltd | 1.22% | New | 144,085 | $7.0M |
| Readystate Asset Management LP | 0.45% | New | 141,784 | $6.8M |
| Deutsche Bank AG | 0.00% | Add +180.3% | 139,568 | $6.7M |
| Robinhood Asset Management, LLC | 0.36% | New | 138,888 | $6.7M |
| Jain Global LLC | 0.09% | New | 138,492 | $6.7M |
| First Trust Advisors LP | 0.00% | Add +31.2% | 129,690 | $6.3M |
| Tudor Investment Corporation | 0.03% | Reduce -40.9% | 128,975 | $6.2M |
| Dendur Capital LP | 0.36% | New | 126,500 | $6.1M |
| Apis Capital Advisors, LLC | 0.54% | New | 116,000 | $5.6M |
| Maytree Asset Management Ltd | 3.61% | New | 115,083 | $5.6M |
| Soviero Asset Management, LP | 2.58% | Reduce -38.9% | 110,000 | $5.3M |
| Old West Investment Management, LLC | 0.55% | Add +354.2% | 106,661 | $5.1M |
| Citadel Advisors | 0.00% | Reduce -90.5% | 99,819 | $4.8M |
| Algert Global LLC | 0.06% | New | 96,640 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | New | 90,172 | $4.4M |
| ExodusPoint Capital Management, LP | 0.04% | Add +300.2% | 83,617 | $4.0M |
| Pier Capital, LLC | 0.52% | New | 81,315 | $3.9M |
| ARP Global Capital Ltd | 1.67% | New | 78,923 | $3.8M |
| Tenzing Global Management, LLC | 3.05% | New | 75,000 | $3.6M |
| KP Management LLC | 0.74% | New | 73,000 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +224.4% | 67,465 | $3.3M |
| Nuveen, LLC | 0.00% | New | 64,629 | $3.1M |
| Yaupon Capital Management LP | 0.10% | Reduce -19.9% | 61,427 | $3.0M |
| Ardsley Advisory Partners LP | 0.31% | Reduce -57.1% | 60,000 | $2.9M |
| Torrey Growth & Income Advisors | 0.92% | New | 53,110 | $2.7M |
| Polymer Capital Management (US) LLC | 0.39% | New | 54,648 | $2.6M |
| Swiss National Bank | 0.00% | New | 54,300 | $2.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 53,855 | $2.6M |
| Capital Fund Management S.A. | 0.02% | New | 53,527 | $2.6M |
| Jump Financial, LLC | 0.03% | New | 53,406 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -54.5% | 52,998 | $2.6M |
| Brevan Howard Capital Management LP | 0.04% | Add +11.6% | 52,666 | $2.6M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -58.7% | 52,629 | $2.5M |
| Capstone Capital Management Ltd | 1.13% | New | 52,554 | $2.5M |
| Ratan Capital Management LP | 0.80% | New | 51,128 | $2.5M |
| LPL Financial LLC | 0.00% | New | 50,096 | $2.4M |
| FORA Capital, LLC | 0.14% | New | 43,655 | $2.1M |
| Boothbay Fund Management, LLC | 0.04% | Reduce -34.7% | 40,021 | $1.9M |
| XTX Topco Ltd | 0.02% | New | 39,152 | $1.9M |
| Barclays PLC | 0.00% | Reduce -91.5% | 38,536 | $1.9M |
| Polen Capital Management LLC | 0.02% | New | 38,219 | $1.8M |
| Rhumbline Advisers | 0.00% | New | 37,603 | $1.8M |
| Bridgewater Associates | 0.01% | New | 36,406 | $1.8M |
| Sei Investments Co. | 0.00% | Add +14.9% | 34,802 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +385544.4% | 34,708 | $1.7M |
| American Century Companies Inc. | 0.00% | New | 34,229 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.03% | New | 33,706 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +1.0% | 33,513 | $1.6M |
"% of holder's portfolio" is WOLF's weight in each manager's 13F, not the share of Wolfspeed Inc. the manager owns.