Position in WOLF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$79,369,609
+$79,369,609 QoQ
Shares Held
1,644,966
+2885805.3% QoQ
Ownership
3.10%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
2 quarters on record
Voting authority
Sole 4%
Shared 96%
None 0%
Common Shares in WOLF Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $2,150,434,262 across 15 Semiconductors names. WOLF ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
2,150,271 | $812,264,870 | |
| 2 | INTC |
Intel Corp
|
4,638,876 | $647,726,255 | |
| 3 | NVDA |
Nvidia Corp
|
2,531,922 | $506,612,272 | |
| 4 | WOLF |
Wolfspeed, Inc.
This page
|
1,644,966 | $79,369,609 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
66,599 | $38,688,025 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
56,887 | $27,167,524 | |
| 7 | MU |
Micron Technology Inc
|
9,453 | $10,911,503 | |
| 8 | TXN |
Texas Instruments Inc
|
35,286 | $10,517,698 |
All Filings in WOLF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,369,609 | 1,644,966 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||