2 tracked superinvestors hold CREDO TECHNOLOGY GROUP HOLDI (CRDO), worth $2.0B combined, led by Steve Cohen. Smart money is holding CRDO as of the latest 13F filings.
Current price
$170.57
+27.3%
1Y
Credo Technology Group Holding Ltd (CRDO) specializes in delivering advanced high-speed connectivity solutions for both optical and electrical Ethernet applications. Its operational reach extends globally, encompassing the United States, Mexico, Mainland China, Hong Kong, and various other international regions. The company's product offerings include integrated circuits (ICs), active electrical…
Market cap
$34.0B
P/E
101.31
Div yield
0.0%
Revenue YoY
205.7%
Analyst target
$274
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$2.0B
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
0
1 buying · 1 selling
Smart money is holding CRDO steady this quarter — buys and sells are balanced.
CREDO TECHNOLOGY GROUP HOLDI (CRDO) appears mainly in diversified and quant books here (2 funds, $2.0B combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Steve Cohen at 2% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 1 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 2% | $1.7B | |
| Added | 0.3% | $230M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
5 insiders filed SEC Form 144 for $185M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Lawrence Chi Fung Cheng | Officer & Director | 3,790 | $644K | 2026-09-04 |
| Yattung Lam | Director & Officer | 261,439 | $62M | 2026-07-15 |
| Zhan (Bvi) Co Ltd. | Director & Officer | 200,000 | $47M | 2026-07-15 |
| Lawrence Chi Fung Cheng | Officer & Director | 3,790 | $981K | 2026-07-08 |
| Cheng Huang Family Trust | Director & Officer | 275,000 | $73M | 2026-07-07 |
| Clyde R. Hosein | Director | 3,451 | $905K | 2026-07-01 |
Which superinvestors own CRDO?
2 tracked funds hold CREDO TECHNOLOGY GROUP HOLDI (CRDO), the largest being Steve Cohen (Point72) at 2% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling CRDO?
In the most recent 13F quarter, 1 tracked fund added or opened CRDO and 1 trimmed it.
How much CRDO do tracked funds hold?
Combined disclosed long exposure to CRDO across tracked superinvestors is $2.0B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.