Follow-The-Filings

Security

CRDO

Credo Technology Group Holdi · ORDINARY SHARES

Equity holders as of 2026 Q1 (each manager’s latest book)

19 owners 2 new 1 exit max 6.5% (Estuary Capital Managemen...)

grid → activity →
owners 19
rank #276
master % 0.04%
max % 6.5%
tracked value $3.9B
qoq N 2 A 9 R 5 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Estuary Capital Management LP 2026 Q1 6.5% Add +0.85 pp 412,227 $39M hist
Gavin Baker - Atreides Management, LP 2026 Q1 2.1% New 2.1% 1,091,233 $102M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.9% Add 0.00 pp 7,479,599 $702M hist
Howard Marks - Oaktree Capital Management LP 2026 Q1 0.8% — 539,000 $51M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.4% Add +0.26 pp 1,028,202 $97M hist
Duan Yongping - H&H International Investment, LLC 2026 Q1 0.4% Add +0.24 pp 751,200 $71M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.11 pp 581,413 $55M hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 362,338 $34M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.08 pp 681,046 $64M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 16,585,229 $2.4B hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 716,986 $67M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.01 pp 466,523 $42M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 122,672 $18M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.10 pp 149,151 $14M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 595,581 $56M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 378,675 $54M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 31,832 $3M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 32,942 $3M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 500 $47 hist
Polen Capital Management LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 7,915 $1M hist

19 current · 1 exited last period · options excluded

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 $184.19M $192.97M $436.78M $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 $328.23M $530.26M $713.53M $2B
Total non-current assets * $69.06M $71.67M $95.72M $294.55M
Total assets $397.29M $601.93M $809.26M $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 $347.64M $540.2M $681.58M $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