Balyasny Asset Management L.P.
Position in CRDO — Credo Technology Group Holding Ltd
CIK 1218710
Chicago, IL
Position in CRDO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$120,790,127
+$106,789,323 QoQ
Shares Held
444,163
+197.8% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#63
of 977 holders
Holding Since
Mar 2022
10 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 Jun 30, 2026CallValue
$3,018,645
CallShares
11,100
PutValue
$0
PutShares
0
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 Jun 30, 2026Balyasny Asset Management L.P. holds $3,339,448,800 across 37 Semiconductors names. CRDO ranks #9 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,237,337 | $647,758,760 | |
| 2 | TXN |
Texas Instruments Inc
|
1,506,041 | $448,905,640 | |
| 3 | SLAB |
Silicon Laboratories Inc.
|
1,559,676 | $340,882,786 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
506,708 | $294,351,743 | |
| 5 | CBRS |
Cerebras Systems Inc.
|
1,120,356 | $247,598,676 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
459,643 | $219,511,707 | |
| 7 | ON |
On Semiconductor Corp
|
1,517,790 | $143,491,865 | |
| 8 | LSCC |
Lattice Semiconductor Corp
|
882,412 | $134,973,739 |
All Filings in CRDO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,018,645 | 11,100 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $120,790,127 | 444,163 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,000,804 | 149,151 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $96,891,209 | 673,370 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $25,890,015 | 279,620 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $60,532,404 | 1,507,281 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $32,575,678 | 484,685 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,131,253 | 523,742 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,480,450 | 46,351 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $2,133,619 | 109,585 | Shares | Other | 2024-02-14 | |
| 2022-03-31 | $3,240,502 | 212,771 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||