WOLF in the 13F filings

Wolfspeed Inc · CUSIP 97785W106

Sector · Semiconductors Theme · AI infrastructure and semiconductors· L3VLUP-defined Theme · Semiconductors

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Quarter end: 30 Jun 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 3 Aug 2026
Managers listing it: 29; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 1 listed it in both
Shares listed: 11,093,387; combined, among listed positions
Reported value: $534m; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 25 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,988,780.

Managers listing WOLF in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

29 of 29 holders

				Action		Filing
T. Rowe Price Associates Inc	3,052,303	$147m	under 0.1%	Added	+1,055,280	14 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP	2,272,968	$110m	0.08%	Added	+2,250,563	14 Aug 2026 (the filing on sec.gov)
Millennium Management LLC	1,012,371	$49m	under 0.1%	Added	+138,307	14 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC	704,607	$34m	0.14%	New	new	14 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC	670,018	$32m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	583,593	$28m	under 0.1%	Trimmed	-1,013,792	13 Aug 2026 (the filing on sec.gov)
Discovery Capital Management LLC	548,375	$26m	1.10%	Added	+123,675	14 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC	498,900	$24m	under 0.1%	New	new	13 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.	359,255	$17m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP	264,504	$13m	under 0.1%	Added	+158,756	13 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	254,972	$12m	under 0.1%	New	new	27 Oct 2026 (the filing on sec.gov)
MFS Investment Management	195,714	$9.4m	under 0.1%	New	new	3 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp	128,975	$6.2m	under 0.1%	Trimmed	-89,058	14 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC	99,819	$4.8m	under 0.1%	Trimmed	-945,043	2 Sep 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	83,617	$4.0m	under 0.1%	Added	+62,722	14 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	53,855	$2.6m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	52,666	$2.5m	under 0.1%	Added	+5,462	14 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	52,629	$2.5m	under 0.1%	Trimmed	-74,877	14 Aug 2026 (the filing on sec.gov)
Polen Capital Management LLC	38,219	$1.8m	under 0.1%	New	new	4 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP	36,406	$1.8m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP	33,513	$1.6m	under 0.1%	Added	+342	14 Aug 2026 (the filing on sec.gov)
Invesco Ltd	15,342	$740k	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC	13,019	$628k	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	12,000	$579k	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	31,206	$509k	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)

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Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Two Sigma Investments LPexisting position · 2,272,968 shares now+2,250,563
T. Rowe Price Associates Incexisting position · 3,052,303 shares now+1,055,280
Voloridge Investment Management LLCnew position · 704,607 shares now+704,607
Jane Street Group LLCnew position · 670,018 shares now+670,018
Renaissance Technologies LLCnew position · 498,900 shares now+498,900

Reductions

Fidelity (FMR LLC)existing position · 583,593 shares now-1,013,792
Citadel Advisors LLCexisting position · 99,819 shares now-945,043
Tudor Investment Corpexisting position · 128,975 shares now-89,058
Balyasny Asset Management LLCexisting position · 52,629 shares now-74,877

New positions and exits

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

New (17)

Exited (2)

Capital Research Global Investorswas $22m
Soros Fund Management LLCwas $4.1m

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.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

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 →

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Quarter	Holders	Reported value	Buyers	Sellers
Q3 2025	3	$98m	3	0
Q4 2025	2	$52m	9	10
Q1 2026	3	$33m	8	10
Q2 2026	5	$172m	25	6