Firsthand Capital Management’s Wolfspeed WOLF Stock Holding History

Firsthand 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	$591K	Hold	12,248	–	–	0.94%	28
2026 Q1	$200K	Buy	12,248 +4,898	+67%	+$88.4K	0.43%	29
2025 Q4	$128K	Buy	7,350 +2	+0%	+$46	0.24%	36
2025 Q3	$210K	Sell	7,348 -172,652	-96%	-$405K	0.35%	33
2025 Q2	$71.8K	Hold	180,000	–	–	0.13%	45
2025 Q1	$551K	Hold	180,000	–	–	1.33%	18
2024 Q4	$1.2M	Hold	180,000	–	–	2.49%	15
2024 Q3	$1.75M	Sell	180,000 -7,000	-4%	-$103K	3.45%	10
2024 Q2	$4.49M	Buy	187,000 +7,000	+4%	+$181K	8.72%	2
2024 Q1	$5.31M	Sell	180,000 -10,000	-5%	-$302K	8.65%	1
2023 Q4	$7.83M	Hold	190,000	–	–	10.86%	1
2023 Q3	$7.24M	Hold	190,000	–	–	10.44%	1
2023 Q2	$10.6M	Hold	190,000	–	–	12.68%	2
2023 Q1	$12.3M	Hold	190,000	–	–	13.4%	2
2022 Q4	$13.1M	Hold	190,000	–	–	15.31%	1
2022 Q3	$19.6M	Sell	190,000 -10,000	-5%	-$958K	17.89%	1
2022 Q2	$12.7M	Sell	200,000 -10,000	-5%	-$831K	10.96%	2
2022 Q1	$23.9M	Hold	210,000	–	–	12.43%	2
2021 Q4	$23.5M	Sell	210,000 -10,000	-5%	-$1.11M	8.94%	2
2021 Q3	$17.8M	Buy	220,000 +2,000	+0.9%	+$178K	5.3%	5
2021 Q2	$21.3M	Hold	218,000	–	–	5.35%	5
2021 Q1	$23.6M	Hold	218,000	–	–	6.6%	3
2020 Q4	$23.1M	Hold	218,000	–	–	6.27%	3
2020 Q3	$13.9M	Hold	218,000	–	–	5.52%	4
2020 Q2	$12.9M	Hold	218,000	–	–	5.9%	3
2020 Q1	$7.73M	Hold	218,000	–	–	6.13%	4
2019 Q4	$10.1M	Hold	218,000	–	–	3.92%	9
2019 Q3	$10.7M	Hold	218,000	–	–	4.31%	7
2019 Q2	$12.2M	Hold	218,000	–	–	4.72%	6
2019 Q1	$12.5M	Buy	218,000 +80,000	+58%	+$4.1M	4.65%	7
2018 Q4	$5.9M	Buy	138,000 +20,000	+17%	+$811K	3.72%	7
2018 Q3	$4.47M	Sell	118,000 -60,000	-34%	-$2.73M	2.11%	19
2018 Q2	$7.4M	Buy	178,000 +170,000	+2,125%	+$7.44M	3.47%	9
2018 Q1	$322K	Hold	8,000	–	–	0.18%	40
2017 Q4	$297K	Hold	8,000	–	–	0.22%	33
2017 Q3	$226K	Buy	+8,000	New	+$199K	0.2%	39
2017 Q2	–	Sell	-8,000	Closed	-$214K	–	47
2017 Q1	$214K	Sell	8,000 -2,000	-20%	-$54.4K	0.23%	33
2016 Q4	$270K	Sell	10,000 -3,000	-23%	-$74.7K	0.29%	34
2016 Q3	$334K	Sell	13,000 -2,000	-13%	-$51.7K	0.31%	36
2016 Q2	$367K	Hold	15,000	–	–	0.4%	35
2016 Q1	$437K	Hold	15,000	–	–	0.38%	37
2015 Q4	$400K	Hold	15,000	–	–	0.31%	39
2015 Q3	$363K	Hold	15,000	–	–	0.29%	39
2015 Q2	$390K	Hold	15,000	–	–	0.25%	40
2015 Q1	$532K	Hold	15,000	–	–	0.34%	38
2014 Q4	$483K	Sell	15,000 -5,000	-25%	-$164K	0.28%	39
2014 Q3	$819K	Hold	20,000	–	–	0.43%	39
2014 Q2	$999K	Hold	20,000	–	–	0.46%	35
2014 Q1	$1.13M	Buy	20,000 +10,000	+100%	+$610K	0.52%	34
2013 Q4	$625K	Buy	10,000 +5,000	+100%	+$309K	0.31%	31
2013 Q3	$301K	Hold	5,000	–	–	0.25%	31
2013 Q2	$319K	Buy	+5,000	New	+$293K	0.31%	27

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

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

Firsthand Capital Management held its Wolfspeed (WOLF) position steady in Q2 2026 at 12,248 shares worth $591K. The position accounts for 0.94% of the portfolio, ranked #28.

Firsthand Capital Management first reported a position in WOLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.9M in Q1 2022. 267 funds tracked by Wall St. Rank hold WOLF as of Q2 2026.

Firsthand Capital Management held 12,248 shares of Wolfspeed worth $591K as of Q2 2026.
Firsthand Capital Management left its Wolfspeed share count unchanged in Q2 2026.
Wolfspeed made up 0.94% of Firsthand Capital Management's portfolio in Q2 2026, its #28 holding.
Firsthand Capital Management first reported a position in Wolfspeed in Q2 2013 and has held it in 52 quarters since.
Firsthand Capital Management's Wolfspeed position peaked at $23.9M in Q1 2022.
267 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2026.

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