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NASDAQ · Technology

CREDO TECHNOLOGY GROUP HOLDI CRDO

Credo Technology supplies high-speed connectivity solutions for data centers and AI infrastructure. Products include SerDes IP, active electrical cables, optical-related components, and connectivity chips that help move data between accelerators, switches, servers, and racks.

Sources Quartr company materials quartr.com
Semiconductors

Company profile

Business mix

  • Connectivity products: AECs, retimers, line-card components, and related chips for AI and cloud data centers.
  • SerDes IP and chiplets: licensed high-speed interface technology supports custom silicon and networking platforms.
  • Customer programs: growth depends on design wins with hyperscalers, networking vendors, and AI infrastructure customers.

Current key questions

  • Can AI-cluster bandwidth demand keep driving new design wins and revenue ramps?
  • How concentrated are customers and programs, and how durable are product cycles?
  • Can gross margin and supply execution hold up as volumes scale quickly?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 82.43 FCF N/A Buyback -3.91%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Bridgewater Associates Ray Dalio 0.4% $96.5M 2026-03-31
H&H International Investment Duan Yongping 0.4% $70.5M 2026-03-31
Oaktree Capital Management Howard Marks 0.8% $50.6M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 3 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $217.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +2,318,402 / 0
H&H International Investment Duan Yongping 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$20.3M
13F 2026-03-31 Filed 2026-05-19
Major increase Shares 431.6% 13F value change +$50.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-19
Base shares 0 Last 3 periods +751,200 (New) Total shares 751,200 Value $70.5M
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-09-30 Filed 2025-11-13
New Shares - 13F value change +$51.4M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -9.0% 13F value change -$5.2M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 220.2% 13F value change +$50.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +1,028,202 (New) Total shares 1,028,202 Value $96.5M
Oaktree Capital Management Howard Marks 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$50.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +539,000 (New) Total shares 539,000 Value $50.6M

Recent mentions

No public mentions.