TWO SIGMA INVESTMENTS, LP
Position in CRDO — Credo Technology Group Holding Ltd
CIK 1179392
NEW YORK, NY
Position in CRDO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,864,541
+$16,213,267 QoQ
Shares Held
360,760
+194.1% QoQ
Ownership
0.193%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRDO Over Time
Shares Held
Position Value (USD)
Derivatives in CRDO
reported options exposure · as of Mar 31, 2026CallValue
$4,242,924
CallShares
45,200
PutValue
$7,763,049
PutShares
82,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $5,261,753,865 across 53 Semiconductors names. CRDO ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
11,234,245 | $1,959,252,328 | |
| 2 | MU |
Micron Technology Inc
|
2,290,444 | $773,803,600 | |
| 3 | AVGO |
Broadcom Inc.
|
2,225,253 | $688,738,056 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
1,372,004 | $279,106,773 | |
| 5 | ON |
On Semiconductor Corp
|
4,453,815 | $275,780,224 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
608,329 | $205,584,785 | |
| 7 | SWKS |
Skyworks Solutions, Inc.
|
3,473,003 | $185,979,310 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
2,674,297 | $118,952,730 |
All Filings in CRDO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,242,924 | 45,200 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $7,763,049 | 82,700 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $33,864,541 | 360,760 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,651,274 | 122,672 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $575,560 | 4,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $431,670 | 3,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $436,830 | 3,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $291,220 | 2,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $194,218,112 | 1,333,824 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $141,974,265 | 1,533,365 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,781,419 | 915,872 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $101,841,162 | 1,515,268 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $30,045,461 | 975,502 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,337,982 | 1,576,017 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $32,173,476 | 1,518,333 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,050,502 | 875,732 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,622,258 | 565,394 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $266,586 | 28,300 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||