JPMorgan Chase & Co
· Reduced
−$605M
Change
−5.0M
Date
Q1 2026
CR
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
JPMorgan Chase & Co
· Reduced
−$605M
Change
−5.0M
Date
Q1 2026
|
JPMorgan Chase & Co | Reduced· Q1 2026 | −$605M | −5.0M | – | Q1 2026 | |||||
|
T. Rowe Price Associates
· Reduced
−$295M
Change
−2.4M
Date
Q1 2026
|
T. Rowe Price Associates | Reduced· Q1 2026 | −$295M | −2.4M | – | Q1 2026 | |||||
|
Srs Investment Management, LLC
· Added
+$291M
Change
+2.4M
Date
Q1 2026
|
Srs Investment Management, LLC | Added· Q1 2026 | +$291M | +2.4M | – | Q1 2026 | |||||
|
Point72 Asset Management, L.P.
· Added
+$233M
Change
+1.9M
Δ Own
+34.5%
Date
Q1 2026
|
Point72 Asset Management, L.P. | Added· Q1 2026 | +$233M | +1.9M | +34.5% | Q1 2026 | |||||
|
Wellington Management Group LLP
· Added
+$164M
Change
+1.3M
Δ Own
+65.2%
Date
Q1 2026
|
Wellington Management Group LLP | Added· Q1 2026 | +$164M | +1.3M | +65.2% | Q1 2026 | |||||
|
BlackRock
· Reduced
−$152M
Change
−1.2M
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | −$152M | −1.2M | – | Q1 2026 | |||||
|
Polar Capital Holdings PLC
· Exited
−$134M
Change
−1.1M
Δ Own
−100.0%
Date
Q1 2026
|
Polar Capital Holdings PLC | Exited· Q1 2026 | −$134M | −1.1M | −100.0% | Q1 2026 | |||||
|
Atreides Management, LP
· New
+$133M
Change
+1.1M
Date
Q1 2026
|
Atreides Management, LP | New· Q1 2026 | +$133M | +1.1M | – | Q1 2026 | |||||
|
Vanguard
· Added
+$121M
Change
+994K
Date
Q1 2026
|
Vanguard | Added· Q1 2026 | +$121M | +994K | – | Q1 2026 | |||||
|
D. E. Shaw & Co., Inc.
· Reduced
−$107M
Change
−878K
Δ Own
−56.3%
Date
Q1 2026
|
D. E. Shaw & Co., Inc. | Reduced· Q1 2026 | −$107M | −878K | −56.3% | Q1 2026 | |||||
|
FMR LLC
· Added
+$102M
Change
+843K
Δ Own
+44.7%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$102M | +843K | +44.7% | Q1 2026 | |||||
|
Amundi
· Reduced
−$101M
Change
−827K
Date
Q1 2026
|
Amundi | Reduced· Q1 2026 | −$101M | −827K | – | Q1 2026 | |||||
|
Bridgewater Associates, LP
· Added
+$86M
Change
+707K
Δ Own
+220.2%
Date
Q1 2026
|
Bridgewater Associates, LP | Added· Q1 2026 | +$86M | +707K | +220.2% | Q1 2026 | |||||
|
Manufacturers Life Insurance Company, the
· Added
+$84M
Change
+689K
Date
Q1 2026
|
Manufacturers Life Insurance Company, the | Added· Q1 2026 | +$84M | +689K | – | Q1 2026 | |||||
|
Lord, Abbett & Co. LLC
· Reduced
−$79M
Change
−649K
Date
Q1 2026
|
Lord, Abbett & Co. LLC | Reduced· Q1 2026 | −$79M | −649K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Lam Yat Tung
· Director
36 operations
−$24M
|
Lam Yat Tung | Director | 36 operations | $218.36–$235.99 | −106K | −$24M | 350K | – | Jul 15, 2026 | Jul 16, 2026 | |||||||||
|
Cheng Chi Fung
· Director
14 operations
−$6.6M
Price
$236.34–$250.28
Qty
−28K
Owned
5.9M
ΔOwn
−0.5%
Trade date
Jul 14, 2026
Filed date
Jul 16, 2026
|
Cheng Chi Fung | Director | 14 operations | $236.34–$250.28 | −28K | −$6.6M | 5.9M | −0.5% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Brennan William Joseph
· Director
4 operations
0
|
Brennan William Joseph | Director | 4 operations | – | 0 | – | 75K | – | Jul 13, 2026 | Jul 15, 2026 | |||||||||
|
Fleming Daniel W.
· Officer
10 operations
−$1.9M
|
Fleming Daniel W. | Officer | 10 operations | $240.61–$249.61 | −8K | −$1.9M | 505K | −1.5% | Jul 8, 2026 | Jul 13, 2026 | |||||||||
|
Cheng Chi Fung
· Director
Sell
−$981K
|
Cheng Chi Fung | Director | Sell | $258.71 | −4K | −$981K | 140K | −2.6% | Jul 8, 2026 | Jul 9, 2026 | |||||||||
|
Cheng Chi Fung
· Director
17 operations
−$6.7M
|
Cheng Chi Fung | Director | 17 operations | $236.58–$253.55 | −28K | −$6.7M | 5.9M | −0.5% | Jul 7, 2026 | Jul 9, 2026 | |||||||||
|
Cheng Chi Fung
· Director
Tax withholding or exercise payment (F)
-$595K
|
Cheng Chi Fung | Director | Tax withholding or exercise payment (F) | $241.91 | -2K | -$595K | 144K | −1.7% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Fleming Daniel W.
· Officer
Tax withholding or exercise payment (F)
-$595K
|
Fleming Daniel W. | Officer | Tax withholding or exercise payment (F) | $241.91 | -2K | -$595K | 512K | −0.5% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Brennan William Joseph
· Director
Tax withholding or exercise payment (F)
-$1.5M
|
Brennan William Joseph | Director | Tax withholding or exercise payment (F) | $241.91 | -6K | -$1.5M | 366K | −1.7% | Jul 5, 2026 | Jul 7, 2026 | |||||||||
|
Lam Yat Tung
· Director
Tax withholding or exercise payment (F)
-$770K
|
Lam Yat Tung | Director | Tax withholding or exercise payment (F) | $241.91 | -3K | -$770K | 2.6M | −0.1% | Jul 5, 2026 | Jul 6, 2026 | |||||||||
|
Lam Yat Tung
· Director
Tax withholding or exercise payment (F)
-$824K
|
Lam Yat Tung | Director | Tax withholding or exercise payment (F) | $259.09 | -3K | -$824K | 2.6M | −0.1% | Jul 1, 2026 | Jul 6, 2026 | |||||||||
|
Fleming Daniel W.
· Officer
Tax withholding or exercise payment (F)
-$637K
|
Fleming Daniel W. | Officer | Tax withholding or exercise payment (F) | $259.09 | -2K | -$637K | 515K | −0.5% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Brennan William Joseph
· Director
Tax withholding or exercise payment (F)
-$1.6M
|
Brennan William Joseph | Director | Tax withholding or exercise payment (F) | $259.09 | -6K | -$1.6M | 373K | −1.6% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Hosein Clyde
· Director
Sell
−$905K
|
Hosein Clyde | Director | Sell | $262.32 | −3K | −$905K | 17K | −17.0% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Cheng Chi Fung
· Director
21 operations
−$7.4M
|
Cheng Chi Fung | Director | 21 operations | $245.12–$274.94 | −28K | −$7.4M | 5.9M | −0.5% | Jun 30, 2026 | Jul 2, 2026 | |||||||||
N
M
A
M
G
A
810 reporting institutions disclosed CRDO position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.