In its Q2 2026 investor letter, Spyglass Growth Strategy highlighted Credo Technology Group Holding Ltd (NASDAQ:CRDO) as a notable performance contributor.
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is a semiconductor company that provides high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications
On July 30, 2026, Credo Technology Group Holding Ltd (NASDAQ:CRDO) closed at $201.08 per share. One-month return of Credo Technology Group Holding Ltd (NASDAQ:CRDO) was -16.88%, and its shares gained 86.95% over the past 52 weeks. Credo Technology Group Holding Ltd (NASDAQ:CRDO) has a market capitalization of $33.09 billion.
Spyglass Growth Strategy stated the following regarding Credo Technology Group Holding Ltd (NASDAQ:CRDO) in its Q2 2026 investor update: “Credo Technology Group Holding Ltd (NASDAQ:CRDO), a provider of high-speed electrical and optical connectivity solutions, was a top contributor during the second quarter. Credo reported first quarter results in June, exceeding consensus expectations for both revenue and earnings. The share price had been rallying since April, which we believe reflects a broader narrative re-rating by investors encouraged by the Company’s increasing optical product traction along with confidence in the duration of the opportunity that the Company’s current portfolio of copper product addresses.