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REA

Renesas Electronics America Portfolio holdings

AUM $813M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$813M
AUM Growth
+$538M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WOLF icon
1
Wolfspeed
WOLF
$1.63B
$813M 100%
16,852,372

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Renesas Electronics America's Q2 2026 Portfolio in Review

As of Q2 2026, Renesas Electronics America held 1 position worth $813M, up 196% from $275M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Renesas Electronics America opened no new positions and made no exits, leaving the 1-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 100% of assets, unchanged from a quarter earlier.

  • Renesas Electronics America's ten largest holdings make up 100% of its $813M portfolio in Q2 2026.
  • Renesas Electronics America opened 0 new positions and closed 0 in Q2 2026.
  • Renesas Electronics America's portfolio value rose 196% quarter-over-quarter to $813M.

Based on Renesas Electronics America's 13F filing for Q2 2026, filed 6 Aug 2026.