SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
Position in CRDO — Credo Technology Group Holding Ltd
CIK 1638555
Boston, MA
Position in CRDO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,642,409
+$50,912,388 QoQ
Shares Held
197,251
+578.2% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#105
of 973 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in CRDO Over Time
Shares Held
Position Value (USD)
Derivatives in CRDO
reported options exposure · as of Dec 31, 2025CallValue
$15,827,900
CallShares
110,000
PutValue
$46,764,250
PutShares
325,000
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 Jun 30, 2026SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC holds $630,674,629 across 13 Semiconductors names. CRDO ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSEM |
Tower Semiconductor Ltd
|
517,547 | $134,893,450 | |
| 2 | NVDA |
Nvidia Corp
|
449,977 | $90,035,897 | |
| 3 | SIMO |
Silicon Motion Technology CORP
|
261,815 | $87,270,793 | |
| 4 | SITM |
SITIME Corp
|
102,958 | $76,761,366 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
123,250 | $58,860,502 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
This page
|
197,251 | $53,642,409 | |
| 7 | ADI |
Analog Devices Inc
|
87,000 | $34,553,790 | |
| 8 | CBRS |
Cerebras Systems Inc.
|
134,465 | $29,716,765 |
All Filings in CRDO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,642,409 | 197,251 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,730,021 | 29,083 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,764,250 | 325,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $86,605,376 | 601,886 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $15,827,900 | 110,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $44,702,270 | 307,000 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $5,824,400 | 40,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $38,721,138 | 418,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $329,312 | 8,200 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $24,417,280 | 608,000 | Call | Sole | 2025-05-15 | |
| 2024-03-31 | $19,878,826 | 938,123 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,352,871 | 891,262 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $9,735,000 | 500,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $20,134,819 | 1,320,316 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $14,334,451 | 1,521,704 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,504,601 | 1,841,067 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $13,759,141 | 1,250,831 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $944,260 | 62,000 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||