JO
CRDO icon

John Overdeck’s Credo Technology Group CRDO Stock Holding History

John Overdeck’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 		$6.53M Sell
24,000
-21,200
-47% -$4.19M ﹤0.01% 1893
2026
Q1 		$4.24M Buy
45,200
+42,200
+1,407% +$5.14M ﹤0.01% 2120
2025
Q4 		$432K Buy
3,000
+1,000
+50% +$154K ﹤0.01% 3395
2025
Q3 		$291K Buy
+2,000
New +$245K ﹤0.01% 3226

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

John Overdeck's CRDO Position: Q2 2026 in Review

John Overdeck reduced its Credo Technology Group (CRDO) stake by 75% in Q2 2026, selling an estimated $53.8M and leaving 88,460 shares worth $24.1M. The position accounts for 0.02% of the portfolio, ranked #932.

John Overdeck first reported a position in CRDO in Q1 2023 and has held it in 13 quarters since. The position peaked at $194M in Q3 2025. 978 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

  • John Overdeck held 88,460 shares of Credo Technology Group worth $24.1M as of Q2 2026.
  • John Overdeck sold 272,300 Credo Technology Group shares in Q2 2026, an estimated $53.8M.
  • Credo Technology Group made up 0.02% of John Overdeck's portfolio in Q2 2026, its #932 holding.
  • John Overdeck first reported a position in Credo Technology Group in Q1 2023 and has held it in 13 quarters since.
  • John Overdeck's Credo Technology Group position peaked at $194M in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.