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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Portfolio Holdings for Crosslink Capital

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
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

View all past filings