CloudAlpha Capital Management’s Wolfspeed WOLF Stock Holding History

CloudAlpha Capital Management’s Portfolio WOLF Stock Details WOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.7M	Buy	+719,134	New	+$31.3M	0.99%	22
2022 Q3	–	Sell	-70,000	Closed	-$4.44M	–	27
2022 Q2	$4.44M	Buy	+70,000	New	+$5.82M	0.57%	16
2022 Q1	–	Sell	-35,000	Closed	-$3.91M	–	25
2021 Q4	$3.91M	Buy	35,000 +16,000	+84%	+$1.78M	0.93%	11
2021 Q3	$1.53M	Sell	19,000 -99,500	-84%	-$8.84M	0.45%	11
2021 Q2	$11.6M	Sell	118,500 -130,000	-52%	-$13.1M	1.39%	17
2021 Q1	$26.9M	Sell	248,500 -272,500	-52%	-$30.6M	0.7%	27
2020 Q4	$55.2M	Buy	+521,000	New	+$41.8M	1.12%	20

Other funds holding WOLF

REA

Renesas Electronics America San Jose, California $813M AUM

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

CloudAlpha Capital Management's WOLF Position: Q2 2026 in Review

CloudAlpha Capital Management opened a new position in Wolfspeed (WOLF) in Q2 2026: 719,134 shares worth $34.7M. The stake represents 0.99% of the portfolio and ranks #22 among its holdings. This is a return to the name: CloudAlpha Capital Management previously reported a position in WOLF as recently as Q2 2022.

CloudAlpha Capital Management first reported a position in WOLF in Q4 2020 and has held it in 7 quarters since. The position peaked at $55.2M in Q4 2020. 266 funds tracked by Wall St. Rank hold WOLF as of Q2 2026.

CloudAlpha Capital Management held 719,134 shares of Wolfspeed worth $34.7M as of Q2 2026.
Wolfspeed was a new CloudAlpha Capital Management position in Q2 2026.
Wolfspeed made up 0.99% of CloudAlpha Capital Management's portfolio in Q2 2026, its #22 holding.
CloudAlpha Capital Management first reported a position in Wolfspeed in Q4 2020 and has held it in 7 quarters since.
CloudAlpha Capital Management's Wolfspeed position peaked at $55.2M in Q4 2020.
266 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2026.

Based on CloudAlpha Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.