Position in WOLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,963,852
+$1,712,582 QoQ
Shares Held
61,427
-19.9% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WOLF Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Yaupon Capital Management LP holds $40,051,102 across 2 Semiconductors names. WOLF ranks #2 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STM |
STMicroelectronics N.V.
|
495,223 | $37,087,250 | |
| 2 | WOLF |
Wolfspeed, Inc.
This page
|
61,427 | $2,963,852 |
All Filings in WOLF
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,963,852 | 61,427 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,251,270 | 76,671 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,834,029 | 449,973 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||