Renesas Electronics America Inc.

Renesas Electronics America Inc. declares $813.1M in 1 of the 220 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 100.0% of its $813.1M 13F portfolio. Largest positions: Wolfspeed (31.8% of the company). Over time: $813.1M in 1 of these companies for Q2 2026, against $293.4M in 1 for Q4 2025 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought nothing and sold nothing of these stocks, at the quarter's prices: a net purchase of $0.00.

Performance of its AI picks

The AI-stock portfolio Renesas Electronics America Inc. declared for Q2 2026 (Form 13F), held unchanged, returned -41.7% in Q3 2026 (SMH -7.1%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Wolfspeed (WOLF) — $813.1M: 16.9M shares, 31.8% of the company, 100.0% of its portfolio; held since Q4 2025

By sector

• Chips & compute — $813.1M, 100% of its AI holdings, 1 company

Schedule 13D/G declarations

• SiTime (SITM) — 13D filed Jul 9, 2026: 3.6M shares as of Jul 1, 2026, 11.9% as declared
• Wolfspeed (WOLF) — 13G filed May 11, 2026: 18.7M shares as of Mar 31, 2026, 39.9% as declared
• Wolfspeed (WOLF) — 13G filed Nov 7, 2025: 32.9M shares as of Sep 30, 2025, 56.0% as declared

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