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Gavin Baker’s Credo Technology Group CRDO Stock Holding History

Gavin Baker’s Portfolio CRDO Stock Details CRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$307M Buy
1,129,285
+38,052
+3% +$7.52M 2.14% 8
2026
Q1 		$102M Buy
+1,091,233
New +$133M 2.05% 15

Other funds holding CRDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gavin Baker's CRDO Position: Q2 2026 in Review

Gavin Baker increased its Credo Technology Group (CRDO) stake by 3.5% in Q2 2026, buying an estimated $7.52M and bringing the position to 1,129,285 shares worth $307M. The position accounts for 2.14% of the portfolio, ranked #8.

Gavin Baker first reported a position in CRDO in Q1 2026 and has held it in 2 quarters since. 978 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • Gavin Baker held 1,129,285 shares of Credo Technology Group worth $307M as of Q2 2026.
  • Gavin Baker bought 38,052 Credo Technology Group shares in Q2 2026, an estimated $7.52M.
  • Credo Technology Group made up 2.14% of Gavin Baker's portfolio in Q2 2026, its #8 holding.
  • Gavin Baker first reported a position in Credo Technology Group in Q1 2026 and has held it in 2 quarters since.
  • 978 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.