Follow-The-Filings

Security · featured owners

CRDO Credo Technology Group Holdi

Information Technology ORDINARY SHARES Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 2.1%
  • $591M
  • 2 new 1 add 1 reduce 2 exits

CRDO (Credo Technology Group Holdi) is held in 4 featured 13F books as of 2026 Q2. Gavin Baker - Atreides Management is the largest tracked holder by portfolio weight (2.1%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.1% (Gavin Baker - Atreides Management) · not free-float ownership

  1. Gavin Baker add 2.1%
  2. Duan Yongping reduce 1.0%
  3. Ben Hoskin new 0.23%
  4. Lee Ainslie new 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Gavin Baker - Atreides Management 2026 Q2 2.1% Add +3.5% 1,129,285 $307M history
Duan Yongping - H&H International Investment 2026 Q2 1.0% Reduce −6.7% 701,200 $191M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.23% New 0.23% 337,998 $92M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 2,904 $790K history
Howard Marks - Oaktree Capital Management exited 2026 Q2 last 2026 Q1 0.77% Exit −0.77% 539,000 $51M history
Estuary Capital Management exited 2026 Q2 last 2026 Q1 6.5% Exit −6.47% 412,227 $39M history

4 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 4 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,5.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 18 rows shown

Filed Form Detail Links
4 Period Sep 4, 2026 Filing Doc
4 Period Aug 19, 2026 Filing Doc
4 Period Jul 31, 2026 · 2 forms Filing Doc
4 Period Jul 27, 2026 Filing Doc
4 Period Jul 21, 2026 Filing Doc
4 Period Jul 14, 2026 Filing Doc
4 Period Jul 15, 2026 · 2 forms Filing Doc
4 Period Jul 13, 2026 Filing Doc
4 Period Jul 8, 2026 Filing Doc
4 Period Jul 7, 2026 Filing Doc
4 Period Jul 5, 2026 · 3 forms Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 30, 2026 · 3 forms Filing Doc
4 Period Jun 23, 2026 · 2 forms Filing Doc
4 Period Jun 16, 2026 Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period Jun 10, 2026 Filing Doc

Updated 6 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $0.184B $0.193B $0.437B $1.34B
Gross profit $106.19M $119.43M $282.91M $908.35M
Gross margin * 57.7% 61.9% 64.8% 68.0%
Net income -$16.55M -$28.37M $52.18M $472.28M
Net margin * -9.0% -14.7% 11.9% 35.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $0.328B $0.53B $0.714B $2B
Total non-current assets * $69.06M $71.67M $95.72M $294.55M
Total assets $0.397B $0.602B $0.809B $2.3B
Total current liabilities $31.03M $44.62M $107.71M $197.09M
Total non-current liabilities * $18.62M $17.11M $19.96M $34.92M
Total equity $0.348B $0.54B $0.682B $2.06B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations -$24.62M $32.74M $65.08M $464.29M
Cash from investing -$130.94M -$249.48M $111.99M -$253.53M
Cash from financing $4.88M $175.28M -$7.73M $717.63M
Net change in cash -$150.74M -$41.64M $169.39M $928.62M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders