Crosslink Capital as of March 31, 2020
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 26 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 19.9 | $69M | 496k | 139.73 | |
| salesforce (CRM) | 7.6 | $26M | 182k | 143.98 | |
| Fidelity National Information Services (FIS) | 7.3 | $25M | 209k | 121.64 | |
| MercadoLibre (MELI) | 6.8 | $24M | 49k | 488.58 | |
| Palo Alto Networks (PANW) | 6.5 | $23M | 138k | 163.96 | |
| Carvana Co cl a (CVNA) | 5.5 | $19M | 349k | 55.09 | |
| Nutanix Inc cl a (NTNX) | 5.1 | $18M | 1.1M | 15.80 | |
| Euronet Worldwide (EEFT) | 4.4 | $15M | 180k | 85.72 | |
| Smart Global Holdings (SGH) | 4.0 | $14M | 578k | 24.30 | |
| Lam Research Corporation (LRCX) | 3.8 | $13M | 55k | 240.00 | |
| Marvell Technology Group | 3.7 | $13M | 567k | 22.63 | |
| Peloton Interactive Inc cl a (PTON) | 3.7 | $13M | 480k | 26.55 | |
| Paypal Holdings (PYPL) | 3.5 | $12M | 127k | 95.74 | |
| Proofpoint | 3.2 | $11M | 108k | 102.59 | |
| Cardlytics (CDLX) | 2.6 | $9.0M | 257k | 34.96 | |
| Zendesk | 2.0 | $6.8M | 106k | 64.01 | |
| Avalara | 1.9 | $6.7M | 90k | 74.59 | |
| Monolithic Power Systems (MPWR) | 1.7 | $5.9M | 35k | 167.46 | |
| I3 Verticals (IIIV) | 1.4 | $5.0M | 261k | 19.09 | |
| Micron Technology (MU) | 1.3 | $4.6M | 110k | 42.06 | |
| Nortonlifelock (GEN) | 1.3 | $4.5M | 238k | 18.71 | |
| Casper Sleep | 0.8 | $2.6M | 683k | 3.86 | |
| FormFactor (FORM) | 0.6 | $2.0M | 102k | 20.09 | |
| Fireeye Series A convertible security | 0.6 | $2.0M | 186k | 10.58 | |
| Grid Dynamics Hldgs (GDYN) | 0.5 | $1.6M | 202k | 8.00 | |
| Sirius XM Radio | 0.3 | $888k | 180k | 4.94 |
