JO
WOLF icon

John Overdeck’s Wolfspeed WOLF Stock Holding History

John Overdeck’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 		$854K Buy
+17,700
New +$771K ﹤0.01% 3725
2025
Q2 		– Sell
-350,000
Closed -$1.07M – 3577
2025
Q1 		$1.07M Sell
350,000
-330,000
-49% -$1.93M ﹤0.01% 2132
2024
Q4 		$4.53M Sell
680,000
-200,000
-23% -$2.04M 0.01% 1166
2024
Q3 		$8.54M Buy
880,000
+383,300
+77% +$5.64M 0.02% 833
2024
Q2 		$11.3M Buy
496,700
+20,600
+4% +$533K 0.03% 671
2024
Q1 		$14M Buy
476,100
+10,000
+2% +$302K 0.03% 545
2023
Q4 		$20.3M Buy
466,100
+325,300
+231% +$11.8M 0.05% 416
2023
Q3 		$5.36M Buy
+140,800
New +$7.37M 0.01% 866
2022
Q1 		– Sell
-13,000
Closed -$1.45M – 4471
2021
Q4 		$1.45M Sell
13,000
-45,700
-78% -$5.1M ﹤0.01% 2222
2021
Q3 		$4.74M Buy
58,700
+100
+0.2% +$8.88K 0.01% 1274
2021
Q2 		$5.74M Buy
58,600
+26,100
+80% +$2.63M 0.01% 1118
2021
Q1 		$3.51M Buy
32,500
+20,800
+178% +$2.34M 0.01% 1286
2020
Q4 		$1.24M Buy
11,700
+4,800
+70% +$385K ﹤0.01% 1832
2020
Q3 		$440K Sell
6,900
-1,500
-18% -$97.2K ﹤0.01% 2340
2020
Q2 		$497K Buy
8,400
+2,400
+40% +$116K ﹤0.01% 1998
2020
Q1 		$213K Sell
6,000
-11,500
-66% -$517K ﹤0.01% 2609
2019
Q4 		$808K Sell
17,500
-23,500
-57% -$1.1M ﹤0.01% 2392
2019
Q3 		$2.01M Buy
41,000
+33,100
+419% +$1.8M 0.01% 1438
2019
Q2 		$444K Buy
+7,900
New +$483K ﹤0.01% 2591
2019
Q1 		– Sell
-5,000
Closed -$214K – 3519
2018
Q4 		$214K Buy
+5,000
New +$203K ﹤0.01% 2674
2018
Q2 		– Sell
-15,000
Closed -$605K – 3700
2018
Q1 		$605K Buy
+15,000
New +$565K ﹤0.01% 2360
2017
Q4 		– Sell
-9,000
Closed -$254K – 3495
2017
Q3 		$254K Buy
+9,000
New +$224K ﹤0.01% 2498

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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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.