Point72 Asset Management
CRDO icon

Point72 Asset Management’s Credo Technology Group CRDO Stock Holding History

Point72 Asset Management’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
Q1 		$702M Buy
7,479,599
+1,916,943
+34% +$233M 0.9% 7
2025
Q4 		$800M Buy
5,562,656
+829,346
+18% +$128M 0.9% 10
2025
Q3 		$689M Buy
4,733,310
+629,016
+15% +$77M 1.15% 7
2025
Q2 		$380M Sell
4,104,294
-2,093,238
-34% -$122M 0.75% 13
2025
Q1 		$249M Buy
6,197,532
+3,112,911
+101% +$193M 0.57% 21
2024
Q4 		$207M Sell
3,084,621
-831,826
-21% -$41.3M 0.46% 31
2024
Q3 		$121M Buy
3,916,447
+1,860,230
+90% +$55.5M 0.31% 62
2024
Q2 		$65.7M Sell
2,056,217
-365,583
-15% -$8.08M 0.17% 159
2024
Q1 		$51.3M Sell
2,421,800
-1,021,908
-30% -$21.4M 0.12% 192
2023
Q4 		$67M Sell
3,443,708
-1,379,592
-29% -$23.4M 0.16% 160
2023
Q3 		$73.6M Buy
4,823,300
+1,124,687
+30% +$17.7M 0.21% 97
2023
Q2 		$64.1M Buy
3,698,613
+269,908
+8% +$3.21M 0.19% 138
2023
Q1 		$32.3M Sell
3,428,705
-384,995
-10% -$4.86M 0.1% 249
2022
Q4 		$50.8M Sell
3,813,700
-160,743
-4% -$2.13M 0.17% 148
2022
Q3 		$43.7M Buy
3,974,443
+2,172,475
+121% +$28.6M 0.17% 159
2022
Q2 		$21M Buy
1,801,968
+1,131,968
+169% +$13.2M 0.09% 301
2022
Q1 		$10.2M Buy
+670,000
New +$9.75M 0.04% 505

Other funds holding CRDO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Point72 Asset Management's CRDO Position: Q1 2026 in Review

Point72 Asset Management increased its Credo Technology Group (CRDO) stake by 34% in Q1 2026, buying an estimated $233M and bringing the position to 7,479,599 shares worth $702M. The position accounts for 0.9% of the portfolio, ranked #7.

Point72 Asset Management first reported a position in CRDO in Q1 2022 and has held it in 17 quarters since. The position peaked at $800M in Q4 2025. 709 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

  • Point72 Asset Management held 7,479,599 shares of Credo Technology Group worth $702M as of Q1 2026.
  • Point72 Asset Management bought 1,916,943 Credo Technology Group shares in Q1 2026, an estimated $233M.
  • Credo Technology Group made up 0.9% of Point72 Asset Management's portfolio in Q1 2026, its #7 holding.
  • Point72 Asset Management first reported a position in Credo Technology Group in Q1 2022 and has held it in 17 quarters since.
  • Point72 Asset Management's Credo Technology Group position peaked at $800M in Q4 2025.
  • 709 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.