Value Aligned Research Advisors, LLC
Position in CRDO — Credo Technology Group Holding Ltd
CIK 1963565
PRINCETON, NJ
Position in CRDO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$91,918,556
+$65,088,986 QoQ
Shares Held
337,998
-49.4% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#73
of 975 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRDO Over Time
Shares Held
Position Value (USD)
Derivatives in CRDO
reported options exposure · as of Mar 31, 2025CallValue
$883,520
CallShares
22,000
PutValue
$0
PutShares
0
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, 2026Value Aligned Research Advisors, LLC holds $3,226,245,596 across 9 Semiconductors names. CRDO ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTC |
Intel Corp
|
6,345,700 | $886,050,091 | |
| 2 | MU |
Micron Technology Inc
|
733,007 | $846,102,650 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,007,480 | $481,142,223 | |
| 4 | ALAB |
Astera Labs, Inc.
|
568,316 | $274,507,994 | |
| 5 | CBRS |
Cerebras Systems Inc.
|
1,094,722 | $241,933,562 | |
| 6 | NVDA |
Nvidia Corp
|
800,769 | $160,225,869 | |
| 7 | AVGO |
Broadcom Inc.
|
407,611 | $153,975,055 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
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|
337,998 | $91,918,556 |
All Filings in CRDO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,918,556 | 337,998 | Shares | Sole | 2026-08-17 | |
| 2025-03-31 | $883,520 | 22,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $26,829,570 | 668,067 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||