Atreides Management, LP

Position in CRDO — Credo Technology Group Holding Ltd

CIK 1777813 BOSTON, MA

Position in CRDO

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

Position Value

$307,109,055

+$204,675,014 QoQ

Shares Held

1,129,285

+3.5% QoQ

Ownership

0.606%

of shares outstanding

% of Portfolio

2.78%

of 13F equity value

Holder Rank

#23

of 975 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Atreides Management, LP holds $2,912,615,986 across 8 Semiconductors names. CRDO ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc	711,364	$821,120,351
2	CBRS	Cerebras Systems Inc.	3,110,086	$687,329,006
3	ALAB	Astera Labs, Inc.	1,216,795	$587,736,320
4	CRDO	Credo Technology Group Holding Ltd This page	1,129,285	$307,109,055
5	NVDA	Nvidia Corp	1,249,291	$249,970,636
6	INTC	Intel Corp	663,802	$92,686,673
7	SMTC	Semtech Corp	551,214	$89,213,985
8	AMBQ	Ambiq Micro, Inc.	877,123	$77,449,960

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,109,055	1,129,285	+3.5%	Shares	Sole	2026-08-14
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.