DISCOVERY CAPITAL MANAGEMENT, LLC / CT

Position in WOLF — Wolfspeed, Inc.

CIK 1389507 SOUTH NORWALK, CT

Position in WOLF

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,931,104

New position

Shares Held

424,700

first reported quarter

Ownership

0.879%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

DISCOVERY CAPITAL MANAGEMENT, LLC / CT holds $197,431,372 across 4 Semiconductors names. WOLF ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc	276,050	$93,260,732
2	ON	On Semiconductor Corp	1,409,300	$87,263,856
3	NVDA	Nvidia Corp	57,200	$9,975,680
4	WOLF	Wolfspeed, Inc. This page	424,700	$6,931,104

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,931,104	424,700	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.