Form 13F security

WOLF · WOLFSPEED INC

Class COMMON STOCK

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Tracked managers holding it

Share and principal positions

Manager	Quarter	Value	% of portfolio	SH/PRN qty	Put/call
POLEN CAPITAL MANAGEMENT LLC	2026-06-30	$1.8M	<0.1%	SH 38,219	—
Bridgewater Associates, LP	2026-06-30	$1.8M	<0.1%	SH 36,406	—
Third Point LLC — Daniel Loeb	2026-06-30	<$1M	<0.1%	SH 10,000	—

Total $4.1M across 3 of 69 managers.

Put positions

Manager	Quarter	Value	% of portfolio	SH/PRN qty	Put/call
Point72 Asset Management, L.P.	2026-06-30	$6.1M	<0.1%	SH 127,000	[PUT]

Total $6.1M across 1 of 69 managers.

Sums are across tracked reports, not unique economic ownership.

Filed rows (4) — as filed

Manager	Class	Put/call	Value	% of portfolio	SH/PRN qty	Source
Point72 Asset Management, L.P.	COMMON STOCK	[PUT]	$6.1M	<0.1%	SH 127,000	0000919574-26-005520
POLEN CAPITAL MANAGEMENT LLC	COMMON STOCK	—	$1.8M	<0.1%	SH 38,219	0001172661-26-003035
Bridgewater Associates, LP	COMMON STOCK	—	$1.8M	<0.1%	SH 36,406	0001350694-26-000003
Third Point LLC	COMMON STOCK	—	<$1M	<0.1%	SH 10,000	0001040273-26-000003

Quarter-to-quarter notes

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

Newly reported by Bridgewater Associates, LP, POLEN CAPITAL MANAGEMENT LLC, Third Point LLC — Daniel Loeb.

No longer reported by SOROS FUND MANAGEMENT LLC.

Changes appear only where the prior quarter's validated report exists.