Crosslink Capital as of June 30, 2023
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 18 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Weave Communications Common Stocks (WEAV) | 17.7 | $107M | 9.6M | 11.11 | |
| Palo Alto Networks Common Stocks (PANW) | 10.3 | $62M | 244k | 255.51 | |
| Smart Global Holdings SHS (SGH) | 9.2 | $56M | 1.9M | 29.01 | |
| Meta Platforms Cl A (META) | 8.5 | $51M | 178k | 286.98 | |
| Lam Research Corp Common Stocks (LRCX) | 8.0 | $48M | 75k | 642.86 | |
| Mercadolibre Common Stocks (MELI) | 6.6 | $40M | 34k | 1184.60 | |
| Salesforce Common Stocks (CRM) | 6.4 | $39M | 182k | 211.26 | |
| Crowdstrike Holdings Cl A (CRWD) | 5.4 | $33M | 222k | 146.87 | |
| Nutanix Cl A (NTNX) | 4.6 | $28M | 997k | 28.05 | |
| I3 Verticals Common Cl A (IIIV) | 4.6 | $28M | 1.2M | 22.86 | |
| Doordash Cl A (DASH) | 4.2 | $25M | 331k | 76.42 | |
| Cellebrite Di Ordinary Shares (CLBT) | 3.8 | $23M | 3.2M | 7.20 | |
| Jamf Holding Corp Common Stocks (JAMF) | 3.4 | $21M | 1.1M | 19.52 | |
| Euronet Worldwide Common Stocks (EEFT) | 3.4 | $20M | 173k | 117.37 | |
| Twilio Cl A (TWLO) | 1.8 | $11M | 174k | 63.62 | |
| Molekule Group Common Stocks | 0.9 | $5.5M | 2.4M | 2.34 | |
| Alteryx Common Cl A | 0.7 | $4.3M | 94k | 45.40 | |
| Workday Cl A (WDAY) | 0.7 | $4.1M | 18k | 225.89 |
