Estuary Capital Management LP

Position in CRDO — Credo Technology Group Holding Ltd

CIK 1965005 WAYZATA, MN

Position in CRDO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$38,695,748

+$7,038,653 QoQ

Shares Held

412,227

+87.4% QoQ

Ownership

0.221%

of shares outstanding

% of Portfolio

6.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Estuary Capital Management LP holds $157,849,703 across 5 Semiconductors names. CRDO ranks #1 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRDO	Credo Technology Group Holding Ltd This page	412,227	$38,695,748
2	AMD	Advanced Micro Devices Inc	169,650	$34,511,899
3	NVDA	Nvidia Corp	189,031	$32,967,006
4	AVGO	Broadcom Inc.	106,420	$32,938,054
5	ALAB	Astera Labs, Inc.	170,958	$18,736,996

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,695,748	412,227	+87.4%	Shares	Sole	2026-05-15
2025-12-31	$31,657,095	220,009	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.