Think Investments LP

Position in WOLF — Wolfspeed, Inc.

CIK 1635999 San Francisco, CA

Position in WOLF

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

Position Value

$43,526,325

New position

Shares Held

902,100

first reported quarter

Ownership

1.70%

of shares outstanding

% of Portfolio

5.36%

of 13F equity value

Holder Rank

#15

of 265 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

Think Investments LP holds $252,477,376 across 4 Semiconductors names. WOLF ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRVL	Marvell Technology, Inc.	390,954	$116,461,287
2	TSEM	Tower Semiconductor Ltd	190,900	$49,756,176
3	WOLF	Wolfspeed, Inc. This page	902,100	$43,526,325
4	VSH	Vishay Intertechnology Inc	794,600	$42,733,588

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,526,325	902,100	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.