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CRDO Credo Technology Group Holdi

Information Technology, filed as CREDO TECHNOLOGY GROUP HOLDI (ORDINARY SHARES), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 3

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

In 2026 Q2, 2 managers opened positions, 1 trimmed, and 2 sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns CRDO

Sorted by value, long equity only, as of 2026 Q2.

History
Gavin Baker, Atreides Management 2.1%, was 2.1% Small add +3.5% 1,129,285 $307M History
Duan Yongping, H&H International Investment 1.0% Reduce −6.7% 701,200 $191M History
Ben Hoskin, Value Aligned Research Advisors 0.23% New 0.23% 337,998 $92M History
Lee Ainslie, Maverick Capital 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

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CRDO's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CRDO insider trades
  • None no insider bought on the open market
  • $24.4M sold by 7 insiders outside a trading plan
  • $391M sold by 5 insiders under 10b5-1 plans
  1. Chi Fung Cheng Chief Technology Officer
    Planned sale
    $4.5M 27,500 shares at $164.12 0.5% of stake
    Traded Oct 27 Filed Oct 29
    ↗
  2. Chi Fung Cheng Chief Technology Officer
    Planned sale
    $4.7M 27,500 shares at $172.62 0.5% of stake
    Traded Oct 20 Filed Oct 22
    ↗
  3. William Joseph Brennan CEO
    Planned sale
    $2.9M 16,666 shares at $174.87 1% of stake
    Traded Oct 19 Filed Oct 21
    ↗
  4. Pantas Sutardja Director
    Planned sale
    $327K 1,540 shares at $212.22 <0.1% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  5. Chi Fung Cheng Chief Technology Officer
    Planned sale
    $6.1M 31,290 shares at $194.07
    Traded Oct 12–13 Filed Oct 14
    ↗
  6. Daniel W. Fleming CFO
    Planned sale
    $1.6M 7,580 shares at $212.91 1.5% of stake
    Traded Oct 8 Filed Oct 13
    ↗
  7. Chi Fung Cheng Chief Technology Officer
    Planned sale
    $6.1M 27,500 shares at $221.48 0.5% of stake
    Traded Oct 6 Filed Oct 7
    ↗
  8. James Laufman Chief Legal Officer, Secretary
    Sale
    $1M 5,000 shares at $205.00 3% of stake
    Traded Oct 1 Filed Oct 5
    ↗
  9. Yat Tung Lam COO
    Planned sale
    $10.3M 50,000 shares at $205.22 2.2% of stake
    Traded Oct 1 Filed Oct 2
    ↗
  10. Chi Fung Cheng Chief Technology Officer
    Planned sale
    $5.3M 27,500 shares at $193.93 0.5% of stake
    Traded Sep 29 Filed Oct 1
    ↗
  11. Yat Tung Lam COO
    Planned sale
    $20.6M 100,000 shares at $206.29
    Traded Sep 25 Filed Sep 29
    ↗
  12. Chi Fung Cheng Chief Technology Officer
    Planned sale
    $5.3M 27,500 shares at $193.12 0.5% of stake
    Traded Sep 23 Filed Sep 25
    ↗
  13. James Laufman Chief Legal Officer, Secretary
    Sale
    $925K 5,000 shares at $185.00 2.9% of stake
    Traded Sep 21 Filed Sep 23
    ↗
  14. Chi Fung Cheng Chief Technology Officer
    Planned sale
    $4.6M 27,500 shares at $166.38 0.5% of stake
    Traded Sep 17 Filed Sep 21
    ↗
  15. William Joseph Brennan CEO
    Planned sale
    $2.5M 16,672 shares at $151.88 1% of stake
    Traded Sep 14 Filed Sep 16
    ↗

Also filed in the last 12 months, not counted as buying or selling: 38 share withholdings for taxes, 20 gifts, 12 stock grants, 7 sales to cover taxes, and 2 option exercises.

Congress

3 members of Congress traded CRDO in the last three years: 6 buys and 10 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Jul 2 filed Sep 4
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Jun 30 filed Jul 2
  3. Markwayne Mullin R-OKJoint Sell $15K–$50K Feb 4 filed Mar 2
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 20 filed Feb 13
  5. Markwayne Mullin R-OKSpouse Sell $15K–$50K Dec 18, 2025 filed Jan 13
  6. Markwayne Mullin R-OK Sell $15K–$50K Dec 18, 2025 filed Jan 13

SEC filings

Recent issuer filings from EDGAR, 5 shown.

Filed Form Detail Links
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.