Investor
Renesas Electronics America Inc.
CIK 0000703361 · filed 2026-05-06 · SEC filing
13F book
$275M
Positions
1
Largest name
100.0%
Wolfspeed, Inc. · WOLF
Est. mark
−$18.4M
Price effect on 1 names still held. Flow $0.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Wolfspeed, Inc. | WOLF | 16.9M | $275M | 100.0% | −$18.4M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.