Atreides Management, LP
Position in CRDO — Credo Technology Group Holding Ltd
CIK 1777813
BOSTON, MA
Position in CRDO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$102,434,041
New position
Shares Held
1,091,233
first reported quarter
Ownership
0.585%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Semiconductors
Technology · as of Mar 31, 2026Atreides Management, LP holds $1,059,510,585 across 8 Semiconductors names. CRDO ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
|
3,365,787 | $368,890,255 | |
| 2 | MU |
Micron Technology Inc
|
760,426 | $256,902,319 | |
| 3 | NVDA |
Nvidia Corp
|
1,248,592 | $217,754,444 | |
| 4 | CRDO |
Credo Technology Group Holding Ltd
This page
|
1,091,233 | $102,434,041 | |
| 5 | SMTC |
Semtech Corp
|
541,812 | $41,659,924 | |
| 6 | INTC |
Intel Corp
|
653,792 | $28,851,840 | |
| 7 | AMBQ |
Ambiq Micro, Inc.
|
862,175 | $21,907,866 | |
| 8 | GFS |
GLOBALFOUNDRIES Inc.
|
474,593 | $21,109,896 |
All Filings in CRDO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $102,434,041 | 1,091,233 | Shares | Sole | 2026-05-18 | |
| No filing history on record for this holder in this stock. | ||||||