Credo Technology Group Holding Ltd (CRDO) — Smart Money Tracker (13F, Q2 2026)

CRDO ranks #494 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CRDO is a disclosed holding of Steve Cohen (Point72 Asset Management), one of the tracked superinvestors on AlphaSMO — it makes up 1.9% of that fund's own 13F portfolio.

CRDO is a top-conviction position for SRS Investment Management, LLC — at 6.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CRDO belongs to BlackRock, Inc., but the position matters far more to SRS Investment Management, LLC, who has 6.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Assenagon Asset Management S.A. has added to its CRDO position for two straight quarters, increasing it by $12.4M to reach $12.8M today.

Essential Partners LLC has trimmed its CRDO position for two straight quarters, cutting it by $91.3K while still holding $48.1K.

CRDO is down 4.9% today, but institutions show net buying of $12.2B this quarter — a divergence between today's price move and the underlying institutional flow.

CRDO posted net income of $538.3M over the trailing twelve months, and currently trades at a P/E of 59.3.

• Profitable — net income of $538.3M over the trailing twelve months
• Revenue grew 264.3% year over year
• Net income improved year over year, from $52.2M to $538.3M
• Generated $464.3M in positive operating cash flow
• Current ratio of 10.15x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.11x equity — within a conventional range