Crosslink Capital
Latest statistics and disclosures from Crosslink Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CHYM, LRCX, MELI, PSTG, VEEV, and represent 63.24% of Crosslink Capital's stock portfolio.
- Added to shares of these 10 stocks: PENG (+$49M), GOOGL (+$39M), MNDY (+$28M), PSTG (+$22M), MELI, MRVL, VEEV, NVDA, JAMF, DDOG.
- Started 4 new stock positions in GOOGL, MRVL, PENG, Netskope.
- Reduced shares in these 10 stocks: Smart Global Holdings (-$71M), META (-$17M), MU (-$13M), CLBT (-$11M), IIIV (-$10M), DASH (-$9.2M), NTNX (-$8.4M), LRCX (-$7.0M), CRWD (-$5.0M), BKNG.
- Sold out of its positions in Smart Global Holdings, CLBT.
- Crosslink Capital was a net seller of stock by $-2.7M.
- Crosslink Capital has $1.4B in assets under management (AUM), dropping by -21.70%.
- Central Index Key (CIK): 0001104329
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Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Chime Finl Com Shs Cl A (CHYM) | 42.9 | $590M | 29M | 20.17 |
|
|
| Lam Research Corp Com New (LRCX) | 7.4 | $102M | -6% | 763k | 133.90 |
|
| MercadoLibre (MELI) | 4.6 | $63M | +8% | 27k | 2336.94 |
|
| Pure Storage Cl A (PSTG) | 4.4 | $60M | +58% | 720k | 83.81 |
|
| Veeva Sys Cl A Com (VEEV) | 3.9 | $54M | +8% | 181k | 297.91 |
|
| Nutanix Cl A (NTNX) | 3.9 | $54M | -13% | 724k | 74.39 |
|
| Penguin Solutions (PENG) | 3.5 | $49M | NEW | 1.8M | 26.28 |
|
| Micron Technology (MU) | 3.5 | $48M | -21% | 287k | 167.32 |
|
| Doordash Cl A (DASH) | 3.4 | $47M | -16% | 174k | 271.99 |
|
| Weave Communications (WEAV) | 3.4 | $47M | 7.1M | 6.68 |
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| Monday SHS (MNDY) | 2.9 | $40M | +238% | 204k | 193.69 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $39M | NEW | 159k | 243.10 |
|
| I3 Verticals Com Cl A (IIIV) | 2.2 | $31M | -25% | 938k | 32.46 |
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| Palo Alto Networks (PANW) | 2.1 | $29M | 140k | 203.62 |
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| Meta Platforms Cl A (META) | 1.7 | $24M | -41% | 33k | 734.38 |
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| Datadog Cl A Com (DDOG) | 1.5 | $21M | 148k | 142.40 |
|
|
| NVIDIA Corporation (NVDA) | 1.2 | $17M | +32% | 90k | 186.58 |
|
| Duolingo Cl A Com (DUOL) | 1.1 | $15M | -13% | 46k | 321.84 |
|
| Booking Holdings (BKNG) | 1.0 | $14M | -21% | 2.7k | 5399.27 |
|
| Crowdstrike Holdings Cl A (CRWD) | 1.0 | $14M | -26% | 29k | 490.38 |
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| Jamf Hldg Corp (JAMF) | 0.9 | $13M | 1.2M | 10.70 |
|
|
| Marvell Technology (MRVL) | 0.3 | $4.8M | NEW | 57k | 84.07 |
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| Netskope Cl A | 0.0 | $114k | NEW | 5.0k | 22.73 |
|
Past Filings by Crosslink Capital
SEC 13F filings are viewable for Crosslink Capital going back to 2010
- Crosslink Capital 2025 Q3 filed Nov. 14, 2025
- Crosslink Capital 2025 Q2 filed Aug. 14, 2025
- Crosslink Capital 2025 Q1 filed May 15, 2025
- Crosslink Capital 2024 Q4 filed Feb. 14, 2025
- Crosslink Capital 2024 Q3 filed Nov. 14, 2024
- Crosslink Capital 2024 Q2 filed Aug. 14, 2024
- Crosslink Capital 2024 Q1 filed May 15, 2024
- Crosslink Capital 2023 Q4 filed Feb. 14, 2024
- Crosslink Capital 2023 Q3 filed Nov. 14, 2023
- Crosslink Capital 2023 Q2 filed Aug. 14, 2023
- Crosslink Capital 2023 Q1 filed May 15, 2023
- Crosslink Capital 2022 Q4 filed Feb. 14, 2023
- Crosslink Capital 2022 Q3 filed Nov. 14, 2022
- Crosslink Capital 2022 Q2 filed Aug. 15, 2022
- Crosslink Capital 2022 Q1 filed May 16, 2022
- Crosslink Capital 2021 Q4 filed Feb. 14, 2022