Soviero Asset Management, LP

Position in WOLF — Wolfspeed, Inc.

CIK 1755622 NEW YORK, NY

Position in WOLF

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

Position Value

$2,937,600

New position

Shares Held

180,000

first reported quarter

Ownership

0.372%

of shares outstanding

% of Portfolio

1.65%

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

Soviero Asset Management, LP holds $4,393,250 across 3 Semiconductors names. WOLF ranks #1 (66.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WOLF	Wolfspeed, Inc. This page	180,000	$2,937,600
2	AMD	Advanced Micro Devices Inc	5,000	$1,017,150
3	NVTS	Navitas Semiconductor Corp	50,000	$438,500

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,937,600	180,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.