Valiant Capital Management’s Credo Technology Group CRDO Stock Holding History

Valiant 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 Q1	$8.76M	Sell	93,353 -8,500	-8%	-$1.03M	0.5%	30
2025 Q4	$14.7M	Sell	101,853 -10,056	-9%	-$1.55M	0.83%	30
2025 Q3	$16.3M	Sell	111,909 -32,587	-23%	-$3.99M	1.12%	28
2025 Q2	$13.4M	Hold	144,496	–	–	0.73%	29
2025 Q1	$5.8M	Hold	144,496	–	–	0.42%	31
2024 Q4	$9.71M	Sell	144,496 -224,868	-61%	-$11.2M	0.62%	27
2024 Q3	$11.4M	Sell	369,364 -67,889	-16%	-$2.02M	0.63%	28
2024 Q2	$14M	Sell	437,253 -261,847	-37%	-$5.79M	0.74%	30
2024 Q1	$14.8M	Buy	+699,100	New	+$14.6M	0.94%	26

Other funds holding CRDO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Valiant Capital Management's CRDO Position: Q1 2026 in Review

Valiant Capital Management reduced its Credo Technology Group (CRDO) stake by 8.3% in Q1 2026, selling an estimated $1.03M and leaving 93,353 shares worth $8.76M. The position accounts for 0.5% of the portfolio, ranked #30.

Valiant Capital Management first reported a position in CRDO in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.3M in Q3 2025. 709 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

Valiant Capital Management held 93,353 shares of Credo Technology Group worth $8.76M as of Q1 2026.
Valiant Capital Management sold 8,500 Credo Technology Group shares in Q1 2026, an estimated $1.03M.
Credo Technology Group made up 0.5% of Valiant Capital Management's portfolio in Q1 2026, its #30 holding.
Valiant Capital Management first reported a position in Credo Technology Group in Q1 2024 and has held it in 9 quarters since.
Valiant Capital Management's Credo Technology Group position peaked at $16.3M in Q3 2025.
709 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

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