Crosslink Capital as of Dec. 31, 2019
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 25 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Coupa Software | 16.5 | $73M | 497k | 146.25 | |
MercadoLibre (MELI) | 8.2 | $36M | 63k | 571.95 | |
Palo Alto Networks (PANW) | 8.1 | $36M | 154k | 231.25 | |
salesforce (CRM) | 8.0 | $35M | 217k | 162.64 | |
Fidelity National Information Services (FIS) | 7.2 | $32M | 228k | 139.09 | |
Euronet Worldwide (EEFT) | 7.0 | $31M | 194k | 157.56 | |
Carvana Co cl a (CVNA) | 6.5 | $29M | 310k | 92.05 | |
Nutanix Inc cl a (NTNX) | 6.2 | $28M | 880k | 31.26 | |
Lam Research Corporation (LRCX) | 4.4 | $20M | 67k | 292.40 | |
Proofpoint | 3.8 | $17M | 144k | 114.78 | |
Marvell Technology Group | 3.2 | $14M | 538k | 26.56 | |
Paypal Holdings (PYPL) | 3.1 | $14M | 125k | 108.17 | |
I3 Verticals (IIIV) | 2.5 | $11M | 383k | 28.25 | |
Cardlytics (CDLX) | 2.2 | $9.6M | 152k | 62.86 | |
Peloton Interactive Inc call | 2.0 | $9.0M | 315k | 28.40 | |
Avalara | 2.0 | $8.9M | 121k | 73.25 | |
Smart Global Holdings (SGH) | 2.0 | $8.8M | 232k | 37.94 | |
Monolithic Power Systems (MPWR) | 1.9 | $8.4M | 47k | 178.02 | |
Nortonlifelock (GEN) | 1.6 | $7.0M | 273k | 25.52 | |
FormFactor (FORM) | 1.3 | $5.6M | 215k | 25.97 | |
Pure Storage Inc - Class A (PSTG) | 1.1 | $4.6M | 271k | 17.11 | |
Fireeye Series A convertible security | 0.7 | $3.1M | 190k | 16.53 | |
Sirius XM Radio | 0.4 | $1.6M | 230k | 7.15 | |
Box Inc cl a (BOX) | 0.2 | $766k | 46k | 16.77 | |
Gty Govtech Inc gty govtech | 0.1 | $444k | 94k | 4.71 |