Soros Fund Management’s Wolfspeed WOLF Stock Holding History

Soros Fund 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
2025 Q4	–	Sell	-5,869,000	Closed	-$7.1M	–	294
2025 Q3	$7.1M	Buy	+5,869,000	New	+$13.8M	0.1%	132
2024 Q1	–	Sell	-300,000	Closed	-$13.1M	–	260
2023 Q4	$13.1M	Sell	300,000 -200,000	-40%	-$7.26M	0.17%	125
2023 Q3	$19.1M	Buy	500,000 +300,000	+150%	+$15.7M	0.27%	87
2023 Q2	$11.1M	Buy	200,000 +100,000	+100%	+$5.1M	0.17%	110
2023 Q1	$6.5M	Buy	+100,000	New	+$7.31M	0.1%	124

Other funds holding WOLF

REA

Renesas Electronics America San Jose, California $275M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Soros Fund Management's WOLF Position: Q1 2026 in Review

Soros Fund Management opened a new position in Wolfspeed (WOLF) in Q1 2026: 251,320 shares worth $4.1M. The stake represents 0.05% of the portfolio and ranks #190 among its holdings. This is a return to the name: Soros Fund Management previously reported a position in WOLF as recently as Q3 2025.

Soros Fund Management first reported a position in WOLF in Q4 2016 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold WOLF as of Q1 2026.

Soros Fund Management held 251,320 shares of Wolfspeed worth $4.1M as of Q1 2026.
Wolfspeed was a new Soros Fund Management position in Q1 2026.
Wolfspeed made up 0.05% of Soros Fund Management's portfolio in Q1 2026, its #190 holding.
Soros Fund Management first reported a position in Wolfspeed in Q4 2016 and has held it in 3 quarters since.
154 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2026.

Based on Soros Fund Management's 13F filing for Q1 2026, filed 15 May 2026.