The Brown Capital Management Small Company Fund Picked Credo Technology (CRDO) Amid Multiple Durable Growth Drivers
Key takeaways
- In the first quarter of 2026, the Small Company Fund (Investor shares) fell 19.78%, significantly lagging the Russell 2000 Growth index’s 2.81% decline.
- In its first-quarter 2026 investor letter, The Brown Capital Management Small Company Fund highlighted Credo Technology Group Holding Ltd (NASDAQ:CRDO).
- The Brown Capital Management Small Company Fund stated the following regarding Credo Technology Group Holding Ltd (NASDAQ:CRDO) in its Q1 2026 investor letter:
The Brown Capital Management Small Company Fund Picked Credo Technology (CRDO) Amid Multiple Durable Growth Drivers Soumya Eswaran Wed, June 24, 2026 at 8:53 PM GMT+7 4 min read CRDO ^RUT CL=F Brown Capital Management, an investment management company, released its first quarter 2026 investor letter for “The Brown Capital Management Small Company Fund”. A copy of the letter can be downloaded here. In the first quarter of 2026, the Small Company Fund (Investor shares) fell 19.78%, significantly lagging the Russell 2000 Growth index’s 2.81% decline. Worsened market conditions due to the Iran war, driving the oil price spike and increased volatility in equities. Despite stabilization in the performance as the quarter progressed, early declines and weakness in large positions significantly impacted the Fund’s performance. Please review the Fund’s top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, The Brown Capital Management Small Company Fund highlighted Credo Technology Group Holding Ltd (NASDAQ:CRDO). Credo Technology Group Holding Ltd (NASDAQ:CRDO) is a US-based semiconductor company that provides high-speed connectivity solutions for optical and electrical Ethernet and PCIe applications. On June 23, 2026, Credo Technology Group Holding Ltd (NASDAQ:CRDO) closed at $272.01 per share. One-month return of Credo Technology Group Holding Ltd (NASDAQ:CRDO) was 22.95%, and its shares gained 195.02% over the past 52 weeks. Credo Technology Group Holding Ltd (NASDAQ:CRDO) has a market capitalization of $50.72 billion.
The Brown Capital Management Small Company Fund stated the following regarding Credo Technology Group Holding Ltd (NASDAQ:CRDO) in its Q1 2026 investor letter: