SRS Investment Management, LLC

Position in CRDO — Credo Technology Group Holding Ltd

CIK 1503174 New York, NY

Position in CRDO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$699,947,085

+$464,723,791 QoQ

Shares Held

2,573,808

+2.7% QoQ

Ownership

1.37%

of shares outstanding

% of Portfolio

6.55%

of 13F equity value

Holder Rank

of 977 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SRS Investment Management, LLC holds $1,828,825,509 across 4 Semiconductors names. CRDO ranks #1 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRDO	Credo Technology Group Holding Ltd This page	2,573,808	$699,947,085
2	AMD	Advanced Micro Devices Inc	867,370	$503,863,906
3	NVDA	Nvidia Corp	2,500,000	$500,225,000
4	TSM	Taiwan Semiconductor Manufacturing Co Ltd	261,301	$124,789,518

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$699,947,085	2,573,808	+2.7%	Shares	Sole	2026-08-14
2026-03-31	$235,223,294	2,505,841	+2143.8%	Shares	Sole	2026-05-15
2025-12-31	$16,069,347	111,678	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.