FULLER & THALER ASSET MANAGEMENT, INC.
Position in CRDO — Credo Technology Group Holding Ltd
CIK 1082327
SAN MATEO, CA
Position in CRDO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$269,349,342
+$168,033,105 QoQ
Shares Held
990,437
-8.2% QoQ
Ownership
0.527%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#28
of 977 holders
Holding Since
Jun 2024
9 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 Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,359,267,168 across 13 Semiconductors names. CRDO ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
|
857,286 | $414,086,283 | |
| 2 | CRDO |
Credo Technology Group Holding Ltd
This page
|
990,437 | $269,349,342 | |
| 3 | CRUS |
Cirrus Logic, Inc.
|
1,705,024 | $253,247,214 | |
| 4 | MXL |
Maxlinear, Inc
|
1,282,533 | $164,202,699 | |
| 5 | SITM |
SITIME Corp
|
183,771 | $137,012,306 | |
| 6 | VSH |
Vishay Intertechnology Inc
|
1,095,699 | $58,926,692 | |
| 7 | DIOD |
Diodes Inc /Del/
|
443,716 | $48,560,279 | |
| 8 | NVDA |
Nvidia Corp
|
36,885 | $7,380,319 |
All Filings in CRDO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,349,342 | 990,437 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $101,316,237 | 1,079,325 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $140,852,769 | 978,892 | Shares | Sole | 2026-02-12 | |
| 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. | ||||||