Credo Technology Group Holding Ltd

CRDO

Held by 2 specialist biotech funds

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Fund Holdings

Driehaus Capital Eventide Asset Management

AI Signal

AI analyst context —

Position Trend

Feb 13, 2026

$2.3M

1 fund

Feb 17, 2026

$55.2M

1 fund

+2262% total institutional value over 2 quarters

Catalysts

No catalysts tracked.

Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 383,696Value: $55.2M

**Signal Note: Driehaus Capital initiates $55.2M position in CRDO** Driehaus's entry into Credo (a semiconductor/chipmaker, not a drug developer) signals conviction in high-growth, capital-efficient hardware plays as an alternative to traditional biotech. This likely reflects positioning for AI-driven sequencing/diagnostics infrastructure demand rather than clinical-stage risk, though the position size and timing warrant monitoring for any announced partnerships with genomics or diagnostics platforms.

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Insider Signals

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Also Held by These Funds

AXON2 funds NVDA2 funds VEEV2 funds VCYT2 funds LBRT2 funds RMBS2 funds UNP2 funds LITE

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note: Eventide Initiates CRDO Position** Eventide's $2.3M entry into Credo Technology is notable given the fund's selective biotech focus, though CRDO is a semiconductor/chipmaker rather than a therapeutics play—suggesting conviction in high-performance computing infrastructure benefiting from AI/data center tailwinds. The position size (~0.02% of typical fund AUM) indicates exploratory exposure rather than core thesis, potentially signaling belief in semiconductor-enabled biotech applications or data-intensive healthcare IT trends.