Crosslink Capital

Crosslink Capital as of June 30, 2020

Portfolio Holdings for Crosslink Capital

Crosslink Capital holds 25 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Coupa Software Common Stocks 15.7 $76M 275k 277.04
Mercadolibre Common Stocks (MELI) 9.7 $47M 48k 985.77
Carvana Cl A (CVNA) 7.0 $34M 284k 120.20
Paypal Holdings Common Stocks (PYPL) 6.5 $32M 182k 174.23
Nutanix Inc - A Cl A (NTNX) 6.4 $31M 1.3M 23.70
Palo Alto Networks Common Stocks (PANW) 6.0 $29M 126k 229.67
Lam Research Corp Common Stocks (LRCX) 5.4 $26M 81k 323.46
Peloton Interactive Inc-a Cl A Com (PTON) 4.5 $22M 380k 57.77
Fidelity National Info Serv Common Stocks (FIS) 4.3 $21M 154k 134.09
Salesforce.com Common Stocks (CRM) 3.9 $19M 102k 187.33
Marvell Technology Group Ord 3.7 $18M 507k 35.06
Smart Global Holdings SHS (SGH) 3.5 $17M 625k 27.18
Micron Technology Common Stocks (MU) 3.5 $17M 329k 51.52
Cardlytics Common Stocks (CDLX) 3.3 $16M 232k 69.98
Euronet Worldwide Common Stocks (EEFT) 2.8 $14M 144k 95.82
Proofpoint Common Stocks 2.8 $14M 123k 111.12
Zendesk Common Stocks 2.6 $12M 140k 88.53
Crowdstrike Holdings Inc - A Cl A (CRWD) 2.1 $10M 103k 100.29
Avalara Common Stocks 1.8 $8.7M 66k 133.08
I3 Verticals Inc-class A Common Cl A (IIIV) 1.6 $7.9M 262k 30.25
Casper Sleep Common Stocks 1.2 $5.8M 683k 8.43
Formfactor Common Stocks (FORM) 0.5 $2.6M 88k 29.33
Fireeye Common Stocks 0.5 $2.3M 186k 12.18
Grid Dynamics Holdings Cl A (GDYN) 0.3 $1.4M 202k 6.90
Sirius Xm Holdings Common Stocks (SIRI) 0.2 $1.1M 180k 5.87