Crosslink Capital as of Sept. 30, 2019
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 23 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 17.3 | $67M | 515k | 129.57 | |
| Palo Alto Networks (PANW) | 9.3 | $36M | 177k | 203.83 | |
| salesforce (CRM) | 8.2 | $32M | 214k | 148.44 | |
| MercadoLibre (MELI) | 7.7 | $30M | 54k | 551.23 | |
| Fidelity National Information Services (FIS) | 7.3 | $28M | 213k | 132.76 | |
| Sirius XM Radio | 6.5 | $25M | 4.0M | 6.25 | |
| Euronet Worldwide (EEFT) | 6.0 | $23M | 160k | 146.30 | |
| Carvana Co cl a (CVNA) | 5.2 | $20M | 304k | 66.00 | |
| Proofpoint | 4.2 | $16M | 126k | 129.05 | |
| Lam Research Corporation (LRCX) | 3.4 | $13M | 57k | 231.11 | |
| Marvell Technology Group | 3.4 | $13M | 523k | 24.97 | |
| Paypal Holdings (PYPL) | 3.3 | $13M | 123k | 103.59 | |
| Talend S A ads | 3.1 | $12M | 355k | 33.98 | |
| Fireeye | 2.6 | $10M | 805k | 12.41 | |
| Nutanix Inc cl a (NTNX) | 2.2 | $8.5M | 325k | 26.25 | |
| Symantec Corporation | 2.0 | $7.8M | 330k | 23.63 | |
| I3 Verticals (IIIV) | 2.0 | $7.8M | 388k | 20.12 | |
| Monolithic Power Systems (MPWR) | 1.9 | $7.3M | 47k | 155.63 | |
| FormFactor (FORM) | 1.3 | $5.1M | 276k | 18.65 | |
| Smart Global Holdings (SGH) | 1.3 | $5.1M | 201k | 25.48 | |
| Box Inc cl a (BOX) | 0.6 | $2.2M | 134k | 16.56 | |
| Cardlytics (CDLX) | 0.5 | $2.0M | 60k | 33.52 | |
| Avalara | 0.5 | $1.8M | 27k | 67.29 |
