Renesas Electronics America Inc. — 13F Holdings

2026 Q1  ·  1 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Renesas Electronics America Inc. maintained a portfolio of 1 distinct positions.
Position History hover any row below to update
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Renesas Electronics America Inc. San Jose, CA Operating Company (Semiconductors) AUM $275M
PCA Score Concentration Risk
Risk ENB
Total Positions
1
Quarter
2026 Q1
Top Holding
WOLF (100.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
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Renesas Electronics America Inc. Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
WOLF
Wolfspeed Inc
Technology 100.00% 100.00% #1
Prev: #1
7.0
no change no change
P
S
16,852,372 $275,030,711
$17.41 +322.2%
$16.32 +350.4%
2025 Q4 13F Filing 2026-03-31 2026-05-06
Showing 1-1 of 1 holdings

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