13FPulse
CR

CRDO Credo Technology Group Holding Ltd

2026Q2 · CUSIP G25457105 · Optical · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
954
Institutions that reported holding it to the SEC
Net increase in holders
+247
Last quarter 707 → now 954
How unusual is that
Top 1% in the market
Stronger buying than 99.5% of US stocks
What the filings say, in one paragraph

954 funds held CRDO at the end of 2026Q2, up 247 from the quarter before. That is stronger buying than 99.5% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.6B(YoY +165.1%), return on equity is 19.7%. CRDO has had 12 buying rushes in its history. It sits in the Semiconductors sector, tagged Optical.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2022Q2: holders=75 2022Q3: holders=98 2022Q4: holders=104 2023Q1: holders=108 2023Q2: holders=137 2023Q3: holders=145 2023Q4: holders=177 2024Q1: holders=214 2024Q2: holders=247 2024Q3: holders=259 2024Q4: holders=384 2025Q1: holders=417 2025Q2: holders=520 2025Q3: holders=637 2025Q4: holders=746 2026Q1: holders=707 2026Q2: holders=954 -247 -123.5 +0 +123.5 +247 675351002 22Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 12 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market
2025Q4 Top 5%
2025Q3 Top 1% in the market
2025Q2 Top 5%
2025Q1 Top 5%
2024Q4 Top 5%
2024Q2 Top 10%
2024Q1 Top 10%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
305
Change in large funds
+52
Total value they hold
$37.9B
Funds buying for the first time
339
Funds that sold out entirely
92
Price change that quarter
Funds holding puts (bearish)
25
Funds holding calls (bullish)
33

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$2.84
EPS YoY
+311.6%
Revenue (TTM)
$1.6B
Revenue YoY
+165.1%
Net margin
33.8%
ROE
19.7%
Debt ratio
9.4%
FCF (TTM)
$439M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-07-30: EPS 0.00 2022-10-29: EPS -0.02 2023-01-28: EPS 0.02 2023-04-29: EPS -0.11 2023-07-29: EPS -0.08 2023-10-28: EPS -0.04 2024-01-27: EPS 0.00 2024-04-27: EPS -0.06 2024-08-03: EPS -0.06 2024-11-02: EPS -0.03 2025-02-01: EPS 0.16 2025-05-03: EPS 0.22 2025-08-02: EPS 0.34 2025-11-01: EPS 0.44 2026-01-31: EPS 0.82 2026-05-02: EPS 0.91 2026-08-01: EPS 0.67 0M 240M 479M $M -0.12 0.44 1.00 20212022202320242025202608/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-30M74M177M 202120222023202420252026
Latest quarter $177M (2026-05-02)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-08-01 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.