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Which hedge funds own WOLF? WOLFSPEED INC, Q2 2026 13F holders

TechnologySemiconductors

83 tracked hedge funds disclosed a position in WOLF (WOLFSPEED INC) in their Q2 2026 13F filings, worth $1.3bn in total. The largest holder by portfolio weight is DLD Asset Management, LP at 6.6% of its book. 52 opened a new position this quarter: Think Investments LP, Maytree Asset Management Ltd, CloudAlpha Capital Management Limited/Hong Kong, Tenzing Global Management, LLC. 12 exited: Kore Advisors LP, Panoramic Capital, LLC, Shah Capital Management.

83
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
52
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
12
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$391m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$38.3m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$1.3bn
Combined value
Sum of the holders' reported positions in the security.
6.7%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

83 rows
DLD Asset Management, LP Hedge fund6.6%$80.9m20.50m0.0%held
Think Investments LP Hedge fund5.4%$43.5m902,100–new
Woodson Capital Management, LP Hedge fund4.0%$24.1m500,000−47%reduced
Shaolin Capital Management LLC Hedge fund3.7%$65.7m16,670+185%added
Maytree Asset Management Ltd Hedge fund3.6%$5.6m115,083–new
CloudAlpha Capital Management Limited/Hong Kong Hedge fund3.4%$34.7m719,134–new
Tenzing Global Management, LLC Hedge fund3.0%$3.6m75,000–new
Slate Path Capital LP Hedge fund3.0%$214m4.44m0.0%held
Soviero Asset Management, LP Hedge fund2.6%$5.3m110,000−39%reduced
Arvin Capital Management LP Hedge fund1.5%$8.2m168,958–new
Valueworks LLC Hedge fund1.5%$7.1m147,795–new
Avantyr Capital Partners, LP Hedge fund1.4%$39.1m811,392–new
Whitebox Advisors LLC Hedge fund1.4%$84.0m21.40m−0.7%reduced
Panview Capital Ltd Hedge fund1.2%$7.0m144,085–new
Electron Capital Partners, LLC Hedge fund1.1%$27.6m571,267–new
Discovery Capital Management, LLC Hedge fund1.1%$26.5m548,375+29%added
Hill City Capital, LP Hedge fund1.1%$45.1m935,000+5.6%added
DeepCurrents Investment Group LLC Hedge fund1.0%$29.6m7.53m0.0%held
Ratan Capital Management LP Hedge fund0.8%$2.5m51,128–new
KP Management LLC Hedge fund0.7%$3.5m73,000–new
Teza Capital Management LLC Hedge fund0.7%$347k7,185–new
Old West Investment Management, LLC Hedge fund0.5%$5.1m106,661+354%added
Apis Capital Advisors, LLC Hedge fund0.5%$5.6m116,000–new
Context Capital Management, LLC Hedge fund0.5%$25.1m6.37m0.0%held
Occudo Quantitative Strategies LP Hedge fund0.4%$7.2m149,719–new
Senvest Management, LLC Hedge fund0.4%$12.5m258,124−8.3%reduced
Capelight Capital Asset Management LP Hedge fund0.4%$724k15,000–new
Dendur Capital LP Hedge fund0.4%$6.1m126,500–new
Ardsley Advisory Partners LP Hedge fund0.3%$2.9m60,000−57%reduced
Readystate Asset Management LP Hedge fund0.3%$6.8m141,784–new
First Manhattan Long-only investor0.2%$79.4m1.64m–new
Sender Co & Partners, Inc. Hedge fund0.2%$434k9,004–new
FORA Capital, LLC Hedge fund0.1%$2.1m43,655–new
Voloridge Investment Management, LLC Hedge fund0.1%$34.0m704,607–new
Mariner Investment Group LLC Hedge fund0.1%$483k10,000−97%reduced
Davidson Kempner Capital Management LP Hedge fund0.1%$7.0m1.78m+139%added
Polymer Capital Management (HK) LTD Hedge fund0.1%$1.0m21,300–new
Yaupon Capital Management LP Hedge fund0.10%$3.0m61,427−20%reduced
Militia Capital Management LLC Hedge fund0.09%$502k10,400–new
Two Sigma Investments, LP Hedge fund0.08%$110m2.27m+10045%added
Point72 Asset Management, L.P. Hedge fund0.08%$53.6m13.60m+225%added
Concentric Capital Strategies, LP Hedge fund0.08%$1.3m27,099–new
Jain Global LLC Hedge fund0.08%$6.7m138,492–new
FNY Investment Advisers, LLC Hedge fund0.07%$204k4,246–new
MYDA Advisors LLC Hedge fund0.07%$290k6,000–new
Diametric Capital, LP Hedge fund0.07%$651k13,500–new
Clearline Capital LP Hedge fund0.06%$986k20,440–new
Sculptor Capital LP Hedge fund0.05%$4.7m1.16m−82%reduced
CastleKnight Management LP Hedge fund0.05%$1.3m25,946−98%reduced
Alyeska Investment Group, L.P. Hedge fund0.04%$16.4m339,531–new