Renesas Electronics America Inc.
•CIK: 703361•Filing: Q4 2025
**Renesas Electronics America Inc.** manages $293M in assets, exhibiting a highly concentrated portfolio structure. The fund's current holdings are entirely allocated to a single position, WOLF, representing 100% of its assets at $293.4M. This singular focus suggests a high-conviction, deep-value thesis on the underlying asset. Investors should note the extreme concentration risk inherent in this mandate.
Total AUM
$293.4M
QoQ Performance
N/A
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
WOLF
WOLF100.0%
📈 Biggest Buys
WOLF
Wolfspeed Inc
NEW
100.0% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%