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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
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%	-$67.9K	3.45%	10
2024 Q2	$4.49M	Buy	187,000 +7,000	+4%	+$168K	8.72%	2
2024 Q1	$5.31M	Sell	180,000 -10,000	-5%	-$295K	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%	-$1.03M	17.89%	1
2022 Q2	$12.7M	Sell	200,000 -10,000	-5%	-$635K	10.96%	2
2022 Q1	$23.9M	Hold	210,000	–	–	12.43%	2
2021 Q4	$23.5M	Sell	210,000 -10,000	-5%	-$1.12M	8.94%	2
2021 Q3	$17.8M	Buy	220,000 +2,000	+0.9%	+$161K	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%	+$4.58M	4.65%	7
2018 Q4	$5.9M	Buy	138,000 +20,000	+17%	+$856K	3.72%	7
2018 Q3	$4.47M	Sell	118,000 -60,000	-34%	-$2.27M	2.11%	19
2018 Q2	$7.4M	Buy	178,000 +170,000	+2,125%	+$7.07M	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	+$226K	0.2%	39
2017 Q2	–	Sell	-8,000	Closed	-$214K	–	47
2017 Q1	$214K	Sell	8,000 -2,000	-20%	-$53.5K	0.23%	33
2016 Q4	$270K	Sell	10,000 -3,000	-23%	-$81K	0.29%	34
2016 Q3	$334K	Sell	13,000 -2,000	-13%	-$51.4K	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%	-$161K	0.28%	39
2014 Q3	$819K	Hold	20,000	–	–	0.43%	38
2014 Q2	$999K	Hold	20,000	–	–	0.46%	34
2014 Q1	$1.13M	Buy	20,000 +10,000	+100%	+$566K	0.52%	34
2013 Q4	$625K	Buy	10,000 +5,000	+100%	+$313K	0.31%	31
2013 Q3	$301K	Hold	5,000	–	–	0.25%	31
2013 Q2	$319K	Buy	+5,000	New	+$319K	0.31%	27