Vault-13

Renesas Electronics America Inc.

SAN JOSE, CA · CIK 703361 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$813.1m reported value +195.6% vs Q1 2026
1positions
100.0%in top 10
0 new 0 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 WOLFSPEED INC COMMON STOCK WOLF WOLF 16,852,372 $813.1m100.00% 100.00% UnchangedShares held: Q3 2025 —, Q4 2025 16.9m, Q1 2026 16.9m, Q2 2026 16.9m

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
WOLFSPEED INC WOLF · 13G · filed 2026-05-11 WOLF 39.9%≈ $904.5m -16.1 pts 13G 2026-05-11
SITIME CORP SITM · 13D · filed 2026-07-09 SITM 11.9%≈ $2.7bn new 13D 2026-07-09