Crosslink Capital
Latest statistics and disclosures from Crosslink Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WEAV, PANW, LRCX, CRM, NTNX, and represent 49.67% of Crosslink Capital's stock portfolio.
- Added to shares of these 9 stocks: CRM (+$26M), EQIX (+$14M), TXN (+$13M), DASH (+$9.2M), BKNG (+$9.1M), EEFT (+$6.2M), META, NTNX, CLBT.
- Started 2 new stock positions in EQIX, TXN.
- Reduced shares in these 10 stocks: , MELI (-$10M), AYX (-$8.8M), CRWD (-$8.2M), SPLK (-$5.4M), PANW, JAMF, SGH, LRCX, IIIV.
- Sold out of its positions in MKULQ, SPLK, WDAY.
- Crosslink Capital was a net buyer of stock by $23M.
- Crosslink Capital has $674M in assets under management (AUM), dropping by 27.10%.
- Central Index Key (CIK): 0001104329
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Crosslink Capital holds 18 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Weave Communications Common Stocks (WEAV) | 16.4 | $110M | 9.6M | 11.47 |
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Palo Alto Networks Common Stocks (PANW) | 9.2 | $62M | -6% | 209k | 294.88 |
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Lam Research Corp Common Stocks (LRCX) | 8.4 | $57M | -2% | 73k | 783.26 |
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Salesforce Common Stocks (CRM) | 8.1 | $55M | +93% | 208k | 263.14 |
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Nutanix Cl A (NTNX) | 7.6 | $51M | +4% | 1.1M | 47.69 |
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Meta Platforms Inc-class A Cl A (META) | 7.0 | $47M | +10% | 132k | 353.96 |
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Crowdstrike Holdings Cl A (CRWD) | 6.3 | $42M | -16% | 166k | 255.32 |
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Doordash Cl A (DASH) | 6.0 | $41M | +29% | 410k | 98.89 |
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Booking Holdings Common Stock (BKNG) | 4.7 | $32M | +40% | 9.0k | 3547.22 |
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Euronet Worldwide Common Stocks (EEFT) | 4.4 | $30M | +26% | 294k | 101.49 |
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Cellebrite Di Ordinary Shares (CLBT) | 4.2 | $28M | 3.2M | 8.66 |
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I3 Verticals Inc-class A Common Cl A (IIIV) | 4.1 | $27M | 1.3M | 21.17 |
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Smart Global Holdings SHS (SGH) | 3.1 | $21M | -7% | 1.1M | 18.93 |
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Jamf Holding Corp Common Stocks (JAMF) | 3.0 | $21M | -12% | 1.1M | 18.06 |
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Mercadolibre Common Stocks (MELI) | 2.8 | $19M | -34% | 12k | 1571.54 |
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Equinix Common Stocks (EQIX) | 2.1 | $14M | NEW | 18k | 805.39 |
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Texas Instruments Common Stocks (TXN) | 2.0 | $13M | NEW | 77k | 170.46 |
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Alteryx Inc - Class A Common Cl A (AYX) | 0.7 | $4.9M | -64% | 103k | 47.16 |
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Past Filings by Crosslink Capital
SEC 13F filings are viewable for Crosslink Capital going back to 2010
- Crosslink Capital 2023 Q4 filed Feb. 14, 2024
- Crosslink Capital 2023 Q3 filed Nov. 14, 2023
- Crosslink Capital 2023 Q2 filed Aug. 14, 2023
- Crosslink Capital 2023 Q1 filed May 15, 2023
- Crosslink Capital 2022 Q4 filed Feb. 14, 2023
- Crosslink Capital 2022 Q3 filed Nov. 14, 2022
- Crosslink Capital 2022 Q2 filed Aug. 15, 2022
- Crosslink Capital 2022 Q1 filed May 16, 2022
- Crosslink Capital 2021 Q4 filed Feb. 14, 2022
- Crosslink Capital 2021 Q3 filed Nov. 15, 2021
- Crosslink Capital 2021 Q2 filed Aug. 16, 2021
- Crosslink Capital 2021 Q1 filed May 17, 2021
- Crosslink Capital 2020 Q4 filed Feb. 16, 2021
- Crosslink Capital 2020 Q3 filed Nov. 16, 2020
- Crosslink Capital 2020 Q2 filed Aug. 14, 2020
- Crosslink Capital 2020 Q1 filed May 15, 2020