Slate Path Capital LP

Position in WOLF — Wolfspeed, Inc.

CIK 1559706 New York, NY

Position in WOLF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$214,141,027

+$141,710,322 QoQ

Shares Held

4,438,156

0.0% QoQ

Ownership

8.37%

of shares outstanding

% of Portfolio

2.96%

of 13F equity value

Holder Rank

of 265 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Slate Path Capital LP holds $874,244,948 across 4 Semiconductors names. WOLF ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STM	STMicroelectronics N.V.	5,239,714	$392,402,181
2	WOLF	Wolfspeed, Inc. This page	4,438,156	$214,141,027
3	TXN	Texas Instruments Inc	495,521	$147,699,944
4	ON	On Semiconductor Corp	1,269,323	$120,001,796

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,141,027	4,438,156	0.0%	Shares	Sole	2026-08-14
2026-03-31	$72,430,705	4,438,156	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.