FULLER & THALER ASSET MANAGEMENT, INC.
Position in CRDO — Credo Technology Group Holding Ltd
CIK 1082327
SAN MATEO, CA
Position in CRDO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$101,316,237
-$39,536,532 QoQ
Shares Held
1,079,325
+10.3% QoQ
Ownership
0.579%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CRDO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $525,011,297 across 9 Semiconductors names. CRDO ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRUS |
Cirrus Logic, Inc.
|
1,606,448 | $232,324,509 | |
| 2 | CRDO |
Credo Technology Group Holding Ltd
This page
|
1,079,325 | $101,316,237 | |
| 3 | ALAB |
Astera Labs, Inc.
|
834,660 | $91,478,736 | |
| 4 | SITM |
SITIME Corp
|
178,255 | $61,560,364 | |
| 5 | DIOD |
Diodes Inc /Del/
|
428,170 | $29,226,884 | |
| 6 | NVDA |
Nvidia Corp
|
36,885 | $6,432,744 | |
| 7 | POWI |
Power Integrations Inc
|
31,685 | $1,622,272 | |
| 8 | INTC |
Intel Corp
|
13,356 | $589,400 |
All Filings in CRDO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,316,237 | 1,079,325 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $140,852,769 | 978,892 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $130,001,044 | 892,803 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $76,688,500 | 828,259 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,292 | 331 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $40,326 | 600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,432 | 566 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $43,520,837 | 1,362,581 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||