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WOLF in the 13F filings

Wolfspeed Inc · CUSIP 97785W106

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025
Quarter end
31 Dec 2025
the date the book describes
Filed
17 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
14
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 1 listed it in both
Shares listed
8,831,373
combined, among listed positions
Reported value
$154m
combined, at the quarter end

Among the 92 comparable managers: 9 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +154,819.

Managers listing WOLF in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

14 of 14 holders

ActionFiling
Capital Research Global Investors2,298,639$40munder 0.1%Trimmed-478,48111 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,769,819$31munder 0.1%Trimmed-967,83317 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,536,758$27munder 0.1%Added+5,98817 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP990,150$17munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP700,000$12munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP405,471$7.1munder 0.1%Added+397,66517 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC402,766$7.0munder 0.1%Added+340,77717 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP303,486$5.3munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP188,971$3.3munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP73,856$1.3munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC57,171$995kunder 0.1%Trimmed-115,25117 Feb 2026 (the filing on sec.gov)
Millennium Management LLC54,738$953kunder 0.1%Trimmed-20,44217 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC48,010$836kunder 0.1%Trimmed-118,68212 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC1,538$26kunder 0.1%Newnew10 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
3 in Q3 2025 to 5 in Q2 2026

Tracked managers listing it, at least.

0246Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WOLF by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20253$98m30
Q4 20252$52m910
Q1 20263$33m810
Q2 20265$172m256

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WOLF and NVDA →WOLF and AVGO →WOLF and MU →Choose a stock to compare with WOLF →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WOLF, latest filings →Back to the 13F Explorer →