Dilation Capital Management LP

Position in CRDO — Credo Technology Group Holding Ltd

CIK 1922880 New York, NY

Position in CRDO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$10,017,278

New position

Shares Held

36,835

first reported quarter

Ownership

0.020%

of shares outstanding

% of Portfolio

4.04%

of 13F equity value

Holder Rank

#27

of 312 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Dilation Capital Management LP holds $31,956,609 across 4 Semiconductors names. CRDO ranks #1 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRDO	Credo Technology Group Holding Ltd This page	36,835	$10,017,278
2	ASX	ASE Technology Holding Co., Ltd.	197,895	$8,929,022
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd	14,875	$7,103,853
4	NVDA	Nvidia Corp	29,519	$5,906,456

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,017,278	36,835	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.