What smart money is saying about Credo Technology Group Holding Ltd
3 funds in our archive have pitched Credo Technology Group Holding Ltd — most recently Deep Sail Capital Partners in June 2026.
Credo Technology Group Holding Ltd (CRDO) specializes in delivering advanced high-speed connectivity solutions for both optical and electrical Ethernet applications. Its operational reach extends globally, encompassing the United States, Mexico, Mainland China, Hong Kong, and various other international regions. The company's product offerings include integrated circuits (ICs), active electrical cables (AECs), and SerDes chiplets, all developed utilizing its proprietary serializer/deserializer (SerDes) and digital signal processor (DSP) technologies. Beyond hardware, Credo also provides intellectual property (IP) solutions, particularly focusing on SerDes IP licensing. Established in 2008, the firm's corporate headquarters are situated in San Jose, California.
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Position history
Every position in Credo Technology Group Holding Ltd on record in the archive was reported in Q2 2026, across 6 fund letters — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 6 | 1 | 1 | 3 |
Fund activity · 6 positions · 2 moves
- June 2026
“PORTFOLIO UPDATE Class A shares of the Alger Small Cap Focus Fund outperformed the Russell 2000 Growth Index during the second quarter of 2026. Nebius Group, Credo Technology Group, and Guardant Health, Inc. were among the top contributors to performance.”
Read the letterCredo Technology Group Holding Ltd - June 2026
“Long Portfolio Summary In the second quarter, the long portfolio significantly outperformed both of our benchmarks, the Russell 2000 Index and the Russell Midcap Growth Index. There were a few large detractors at the end of the Q1 that have reversed in Q2 including our two biggest contributors in Q2 Credo Technology and Amplitech.”
Read the letterCredo Technology Group Holding Ltd - June 2026
“Portfolio Performance The ClearBridge SMID Cap Growth Strategy generated double-digit absolute returns but underperformed the soaring Russell 2500 Growth Index benchmark during the quarter, with underexposure to the highest-beta AI infrastructure winners as well as weakness in health care and consumer discretionary sectors more than offsetting strong contributions from several AI-related and biotechnology holdings. Information technology (IT) was a meaningful source of relative weakness despite strong performance from several individual holdings. Semiconductor companies including Allegro MicroSystems and Lattice Semiconductor, along with networking and semiconductor capital equipment providers such as Coherent, Credo Technology and Onto Innovation, benefited from demand tied to AI infrastructure, semiconductor cycle improvement, automation and cutting-edge AI applications.”
Read the letterCredo Technology Group Holding Ltd - New positionClearBridge Investments Growth StrategyJune 2026
“In addition to the transactions mentioned above, the Strategy initiated positions in Credo Technology and Lumentum in the IT sector.”
Read the letterCredo Technology Group Holding Ltd - June 2026
“Among the wide variety of Information Technology companies, we prefer critical system providers, specialized component designers, systems that improve productivity or efficiency for their clients, and others that are growing their shares of corporate IT budgets. Information Technology was the portfolio's largest positive contributor to relative return, led by a powerful rally across semiconductor and connectivity holdings tied to AI infrastructure demand. Credo Technology, a provider of high-speed connectivity solutions for data centers, soared 190% on surging hyperscaler demand for its active electrical cable products.”
Read the letterCredo Technology Group Holding Ltd - June 2026
“TOP CONTRIBUTORS Credo Technology Group Holding Ltd. was the largest contributor to relative performance, benefiting from accelerating demand for high-speed connectivity solutions used in AI data-center infrastructure.”
Read the letterCredo Technology Group Holding Ltd
Also mentioned · 1
These funds discuss Credo Technology Group Holding Ltd — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“Relative performance faced a meaningful headwind from several index constituents whose market capitalizations exceeded the portfolio’s small-cap mandate. Credo Technology and Bloom Energy, neither of which we own, together reduced relative performance by approximately 256bps.”
Read the letterCredo Technology Group Holding Ltd
Fund coverage · 3 theses
- Deep Sail Capital PartnersJune 2026
Credo Technology Group Holding Ltd is viewed favorably for its ZeroFlap optics platform, Dust Photonics acquisition, and attractive growth-and-valuation profile.
Read the full thesis Credo Technology Group Holding Ltd is part of the AI infrastructure buildout, benefiting from rising data-center compute and networking demand.
Read the full thesis- Alger Small Cap Focus FundJune 2026
Credo Technology supplies high-speed connectivity products for AI data centers, benefiting from rapid growth and expanding product capabilities.
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