John Overdeck’s Wolfspeed WOLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $110M | Buy |
2,272,968
+2,250,563
| +10,045% | +$98M | 0.08% | 285 |
|
|
2026
Q1 | $366K | Sell |
22,405
-51,451
| -70% | -$928K | ﹤0.01% | 3938 |
|
|
2025
Q4 | $1.29M | Buy |
+73,856
| New | +$1.69M | ﹤0.01% | 2752 |
|
|
2025
Q3 | – | Sell |
-3,492,139
| Closed | -$1.39M | – | 3962 |
|
|
2025
Q2 | $1.39M | Buy |
3,492,139
+2,449,260
| +235% | +$5.58M | ﹤0.01% | 2057 |
|
|
2025
Q1 | $3.19M | Sell |
1,042,879
-1,609,897
| -61% | -$9.41M | 0.01% | 1405 |
|
|
2024
Q4 | $17.7M | Buy |
2,652,776
+150,551
| +6% | +$1.53M | 0.04% | 518 |
|
|
2024
Q3 | $24.3M | Buy |
2,502,225
+1,953,259
| +356% | +$28.8M | 0.05% | 420 |
|
|
2024
Q2 | $12.5M | Buy |
548,966
+520,767
| +1,847% | +$13.5M | 0.03% | 621 |
|
|
2024
Q1 | $832K | Sell |
28,199
-228,000
| -89% | -$6.88M | ﹤0.01% | 2066 |
|
|
2023
Q4 | $11.1M | Sell |
256,199
-278,614
| -52% | -$10.1M | 0.03% | 628 |
|
|
2023
Q3 | $20.4M | Sell |
534,813
-239,070
| -31% | -$12.5M | 0.05% | 382 |
|
|
2023
Q2 | $43M | Buy |
773,883
+503,199
| +186% | +$25.6M | 0.11% | 245 |
|
|
2023
Q1 | $17.6M | Buy |
270,684
+70,163
| +35% | +$5.13M | 0.05% | 410 |
|
|
2022
Q4 | $13.8M | Buy |
200,521
+88,373
| +79% | +$7.83M | 0.04% | 453 |
|
|
2022
Q3 | $11.6M | Buy |
112,148
+42,588
| +61% | +$4.08M | 0.04% | 445 |
|
|
2022
Q2 | $4.41M | Buy |
+69,560
| New | +$5.78M | 0.01% | 834 |
|
|
2022
Q1 | – | Sell |
-554,240
| Closed | -$61.9M | – | 4470 |
|
|
2021
Q4 | $61.9M | Buy |
554,240
+18,982
| +4% | +$2.12M | 0.13% | 187 |
|
|
2021
Q3 | $43.2M | Buy |
535,258
+530,246
| +10,580% | +$47.1M | 0.1% | 235 |
|
|
2021
Q2 | $491K | Sell |
5,012
-464,116
| -99% | -$46.8M | ﹤0.01% | 3117 |
|
|
2021
Q1 | $50.7M | Buy |
+469,128
| New | +$52.7M | 0.13% | 170 |
|
|
2020
Q4 | – | Sell |
-147,383
| Closed | -$11.8M | – | 3817 |
|
|
2020
Q3 | $9.39M | Buy |
147,383
+118,788
| +415% | +$7.69M | 0.03% | 526 |
|
|
2020
Q2 | $1.69M | Buy |
28,595
+15,325
| +115% | +$738K | 0.01% | 1188 |
|
|
2020
Q1 | $471K | Sell |
13,270
-885,236
| -99% | -$39.8M | ﹤0.01% | 1979 |
|
|
2019
Q4 | $41.5M | Buy |
898,506
+444,059
| +98% | +$20.7M | 0.12% | 181 |
|
|
2019
Q3 | $22.3M | Buy |
454,447
+217,601
| +92% | +$11.8M | 0.07% | 324 |
|
|
2019
Q2 | $13.3M | Buy |
+236,846
| New | +$14.5M | 0.04% | 477 |
|
|
2018
Q1 | – | Sell |
-11,198
| Closed | -$422K | – | 3559 |
|
|
2017
Q4 | $416K | Sell |
11,198
-69,648
| -86% | -$2.4M | ﹤0.01% | 2555 |
|
|
2017
Q3 | $2.28M | Sell |
80,846
-288,425
| -78% | -$7.18M | 0.01% | 1228 |
|
|
2017
Q2 | $9.1M | Buy |
369,271
+171,287
| +87% | +$4.1M | 0.03% | 568 |
|
|
2017
Q1 | $5.29M | Sell |
197,984
-70,125
| -26% | -$1.91M | 0.02% | 923 |
|
|
2016
Q4 | $7.08M | Buy |
+268,109
| New | +$6.67M | 0.03% | 676 |
|
|
2016
Q2 | – | Sell |
-55,712
| Closed | -$1.62M | – | 3284 |
|
|
2016
Q1 | $1.62M | Buy |
55,712
+15,007
| +37% | +$430K | 0.01% | 1310 |
|
|
2015
Q4 | $1.09M | Buy |
+40,705
| New | +$1.05M | 0.01% | 1445 |
|
|
2015
Q1 | – | Sell |
-556,732
| Closed | -$17.9M | – | 2889 |
|
|
2014
Q4 | $17.9M | Buy |
556,732
+459,627
| +473% | +$15.1M | 0.1% | 256 |
|
|
2014
Q3 | $3.98M | Buy |
+97,105
| New | +$4.48M | 0.02% | 678 |
|
Other funds holding WOLF
REA
SPC
John Overdeck's WOLF Position: Q2 2026 in Review
John Overdeck increased its Wolfspeed (WOLF) stake by 10,045% in Q2 2026, buying an estimated $98M and bringing the position to 2,272,968 shares worth $110M. The position accounts for 0.08% of the portfolio, ranked #285.
John Overdeck first reported a position in WOLF in Q3 2014 and has held it in 35 quarters since. 266 funds tracked by Wall St. Rank hold WOLF as of Q2 2026.
- John Overdeck held 2,272,968 shares of Wolfspeed worth $110M as of Q2 2026.
- John Overdeck bought 2,250,563 Wolfspeed shares in Q2 2026, an estimated $98M.
- Wolfspeed made up 0.08% of John Overdeck's portfolio in Q2 2026, its #285 holding.
- John Overdeck first reported a position in Wolfspeed in Q3 2014 and has held it in 35 quarters since.
- 266 funds tracked by Wall St. Rank held Wolfspeed as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.