Point72 Asset Management, L.P.
Position in CRDO — Credo Technology Group Holding Ltd
CIK 1603466
STAMFORD, CT
Position in CRDO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$702,109,958
-$98,300,613 QoQ
Shares Held
7,479,599
+34.5% QoQ
Ownership
4.01%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRDO Over Time
Shares Held
Position Value (USD)
Derivatives in CRDO
reported options exposure · as of Mar 31, 2026CallValue
$42,560,658
CallShares
453,400
PutValue
$7,227,990
PutShares
77,000
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, 2026Point72 Asset Management, L.P. holds $4,681,728,101 across 27 Semiconductors names. CRDO ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
7,584,654 | $1,322,763,657 | |
| 2 | CRDO |
Credo Technology Group Holding Ltd
This page
|
7,479,599 | $702,109,958 | |
| 3 | AVGO |
Broadcom Inc.
|
2,266,228 | $701,420,228 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,857,807 | $627,845,875 | |
| 5 | ADI |
Analog Devices Inc
|
1,133,911 | $360,742,445 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,414,656 | $287,783,470 | |
| 7 | MU |
Micron Technology Inc
|
567,557 | $191,743,456 | |
| 8 | MCHP |
Microchip Technology Inc
|
2,323,949 | $150,150,344 |
All Filings in CRDO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $702,109,958 | 7,479,599 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $42,560,658 | 453,400 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $7,227,990 | 77,000 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $800,410,571 | 5,562,656 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $38,073,294 | 264,600 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $52,217,681 | 362,900 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $689,217,269 | 4,733,310 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $380,016,581 | 4,104,294 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $248,892,885 | 6,197,532 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $207,317,377 | 3,084,621 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $120,626,567 | 3,916,447 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,388,000 | 200,000 | Call | Defined | 2024-09-16 | |
| 2024-06-30 | $65,675,570 | 2,056,217 | Shares | Defined | 2024-09-16 | |
| 2024-03-31 | $4,238,000 | 200,000 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $51,317,942 | 2,421,800 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $67,048,994 | 3,443,708 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $527,637 | 27,100 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $379,665 | 19,500 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $73,555,325 | 4,823,300 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $64,133,949 | 3,698,613 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $32,298,401 | 3,428,705 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $50,760,347 | 3,813,700 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $43,718,873 | 3,974,443 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,046,986 | 1,801,968 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $10,204,100 | 670,000 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||