Taylor Frigon Capital Management’s Credo Technology Group CRDO Stock Holding History

Taylor Frigon Capital 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 Q2	$5.2M	Sell	19,137 -10,864	-36%	-$2.15M	2.44%	2
2026 Q1	$2.82M	Sell	30,001 -130	-0.4%	-$15.8K	1.6%	6
2025 Q4	$4.34M	Sell	30,131 -12,882	-30%	-$1.98M	2.19%	2
2025 Q3	$6.26M	Sell	43,013 -2,340	-5%	-$286K	3.11%	1
2025 Q2	$4.2M	Sell	45,353 -3,432	-7%	-$200K	2.23%	1
2025 Q1	$1.96M	Buy	+48,785	New	+$3.03M	1.17%	37

Other funds holding CRDO

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECP

Elemental Capital Partners San Francisco, California $476M AUM 638.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Taylor Frigon Capital Management's CRDO Position: Q2 2026 in Review

Taylor Frigon Capital Management reduced its Credo Technology Group (CRDO) stake by 36% in Q2 2026, selling an estimated $2.15M and leaving 19,137 shares worth $5.2M. The position accounts for 2.44% of the portfolio, ranked #2.

Taylor Frigon Capital Management first reported a position in CRDO in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.26M in Q3 2025. 291 funds tracked by Wall St. Rank hold CRDO as of Q2 2026.

Taylor Frigon Capital Management held 19,137 shares of Credo Technology Group worth $5.2M as of Q2 2026.
Taylor Frigon Capital Management sold 10,864 Credo Technology Group shares in Q2 2026, an estimated $2.15M.
Credo Technology Group made up 2.44% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #2 holding.
Taylor Frigon Capital Management first reported a position in Credo Technology Group in Q1 2025 and has held it in 6 quarters since.
Taylor Frigon Capital Management's Credo Technology Group position peaked at $6.26M in Q3 2025.
291 funds tracked by Wall St. Rank held Credo Technology Group as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.