Discovery Capital Management’s Wolfspeed WOLF Stock Holding History

Discovery 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	$26.5M	Buy	548,375 +123,675	+29%	+$5.38M	1.1%	29
2026 Q1	$6.93M	Buy	+424,700	New	+$7.66M	0.36%	54
2024 Q1	–	Sell	-126,600	Closed	-$5.51M	–	73
2023 Q4	$5.51M	Buy	+126,600	New	+$4.59M	0.83%	32

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

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

Discovery Capital Management increased its Wolfspeed (WOLF) stake by 29% in Q2 2026, buying an estimated $5.38M and bringing the position to 548,375 shares worth $26.5M. The position accounts for 1.1% of the portfolio, ranked #29.

Discovery Capital Management first reported a position in WOLF in Q4 2023 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold WOLF as of Q2 2026.

Discovery Capital Management held 548,375 shares of Wolfspeed worth $26.5M as of Q2 2026.
Discovery Capital Management bought 123,675 Wolfspeed shares in Q2 2026, an estimated $5.38M.
Wolfspeed made up 1.1% of Discovery Capital Management's portfolio in Q2 2026, its #29 holding.
Discovery Capital Management first reported a position in Wolfspeed in Q4 2023 and has held it in 3 quarters since.
267 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2026.

Based on Discovery Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.