L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
36
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 20 listed it in both
Shares listed
27,614,386
combined, among listed positions
Reported value
$4.0bn
combined, at the quarter end

Among the 92 comparable managers: 18 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,720,974.

Managers listing CRDO in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

36 of 36 holders

ActionFiling
Point72 Asset Management LP5,562,656$800m0.90%Added+829,34617 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc3,811,596$548m0.06%Trimmed-1,539,09417 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP2,206,091$317m0.10%Added+315,02617 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP2,064,731$297m0.05%Added+440,04117 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,884,839$271munder 0.1%Added+108,69917 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors1,631,019$235munder 0.1%Trimmed-578,22011 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,591,348$229m0.10%Added+1,422,39117 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,558,703$224m0.12%Trimmed-1,680,02817 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP1,226,503$176m0.16%Added+76,50313 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC902,999$130munder 0.1%Added+637,77617 Feb 2026 (the filing on sec.gov)
Invesco Ltd862,261$124munder 0.1%Trimmed-509,39919 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC673,370$97m0.12%Newnew17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC600,982$86m0.06%Added+109,91827 Oct 2026 (the filing on sec.gov)
Susquehanna International Group LLP471,761$68munder 0.1%Trimmed-32,42617 Feb 2026 (the filing on sec.gov)
Millennium Management LLC405,876$58munder 0.1%Trimmed-376,52917 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC387,947$56m0.06%Added+363,31713 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP321,111$46m0.17%Trimmed-31,69513 Feb 2026 (the filing on sec.gov)
Rokos Capital Management LLP305,631$44m0.17%Newnew13 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC189,921$27munder 0.1%Trimmed-29,46817 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC140,945$20m0.06%Added+138,65413 Feb 2026 (the filing on sec.gov)
Man Group PLC136,023$20munder 0.1%Trimmed-13,08117 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP125,330$18munder 0.1%Trimmed-35,82317 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP122,672$18munder 0.1%Trimmed-1,211,15217 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC120,605$17m0.08%Added+76,88717 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp91,235$13munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
10 in Q3 2024 to 23 in Q2 2026

Tracked managers listing it, at least.

010203020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
CRDO by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20222$127mn.a.n.a.
Q2 20222$117mn.a.n.a.
Q3 20222$140mn.a.n.a.
Q4 20225$184mn.a.n.a.
Q1 20235$194mn.a.n.a.
Q2 20236$344mn.a.n.a.
Q3 20235$209mn.a.n.a.
Q4 20239$287m63
Q1 20248$297m44
Q2 202411$508m46
Q3 202410$519m55
Q4 202415$1.3bn96
Q1 202517$1.1bn135
Q2 202521$2.2bn138
Q3 202522$3.8bn1310
Q4 202519$3.2bn1821
Q1 202613$1.8bn1622
Q2 202623$5.2bn2118

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

CRDO and NVDA →CRDO and AVGO →CRDO and MU →Choose a stock to compare with CRDO →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own CRDO, latest filings →Back to the 13F Explorer →