SRS Investment Management, LLC: CREDO TECHNOLOGY GROUP HOLDI (CRDO): Quarterly 13F Position History
As of Q2 2026, SRS Investment Management, LLC reported 2,573,808 shares of CREDO TECHNOLOGY GROUP HOLDI (CRDO), worth $699.9M and representing 6.6% of its 13F equity book. Quarter-over-quarter share count change: + 67,967 (+2.7%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 2,573,808Shares Held (Latest Filing)
- $699.9MReported Market Value (Latest Filing)
- 6.6%Portfolio Weight (% of 13F Equity Book)
- +67,967Quarter-over-Quarter Share Change
- +$464.7MQuarter-over-Quarter Value Change
- 2,573,808Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,573,808 | +67,967 | +2.7% | $699.9M | 6.6% | $271.9 |
| Q1 2026 | 2,505,841 | +2,394,163 | +2143.8% | $235.2M | 2.5% | $93.9 |
| Q4 2025 | 111,678 | – | – | $16.1M | 0.2% | $143.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did SRS Investment Management, LLC first disclose a CRDO position in 13F-HR filings?
SRS Investment Management, LLC first reported CREDO TECHNOLOGY GROUP HOLDI (CRDO) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was SRS Investment Management, LLC's most recent quarter-over-quarter share-count change in CRDO?
Between Q1 2026 and Q2 2026, SRS Investment Management, LLC added 67,967 shares of CRDO (+2.7%), bringing the total reported position to 2,573,808 shares at a market value of $699.9M.
Does the implied price-per-share represent SRS Investment Management, LLC's cost basis in CRDO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.