Crosslink Capital
Latest statistics and disclosures from Crosslink Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WEAV, NTNX, CLBT, PENG, LRCX, and represent 49.87% of Crosslink Capital's stock portfolio.
- Added to shares of these 9 stocks: LRCX (+$52M), PANW (+$17M), APPF (+$15M), PENG (+$12M), SQ (+$6.3M), MNDY (+$6.3M), JAMF (+$5.8M), MELI (+$5.6M), MU.
- Started 4 new stock positions in MNDY, LRCX, SQ, APPF.
- Reduced shares in these 10 stocks: Lam Research Corporation (-$45M), WEAV (-$41M), DUOL (-$23M), CRWD (-$19M), EQIX (-$14M), BKNG (-$13M), CLBT (-$10M), DASH (-$9.3M), ZI (-$5.8M), AXON.
- Sold out of its positions in AXON, EQIX, Lam Research Corporation, ZI.
- Crosslink Capital was a net seller of stock by $-71M.
- Crosslink Capital has $719M in assets under management (AUM), dropping by -3.45%.
- Central Index Key (CIK): 0001104329
Tip: Access up to 7 years of quarterly data
Positions held by Crosslink Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 19 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Weave Communications Common Stock (WEAV) | 15.6 | $112M | -26% | 7.1M | 15.92 |
|
| Nutanix Cl A (NTNX) | 9.3 | $67M | -5% | 1.1M | 61.18 |
|
| Cellebrite Di Ordinary Shares (CLBT) | 9.3 | $67M | -13% | 3.0M | 22.03 |
|
| Penguin Solutions SHS (PENG) | 8.4 | $60M | +24% | 3.1M | 19.19 |
|
| Lam Research Corp Common Stock New (LRCX) | 7.3 | $52M | NEW | 725k | 72.23 |
|
| Mercadolibre Common Stock (MELI) | 6.5 | $46M | +13% | 27k | 1700.44 |
|
| Doordash Cl A (DASH) | 6.3 | $45M | -16% | 270k | 167.75 |
|
| Meta Platforms Cl A (META) | 5.7 | $41M | -4% | 70k | 585.51 |
|
| Duolingo CL A Com (DUOL) | 5.3 | $38M | -37% | 117k | 324.23 |
|
| Palo Alto Networks Common Stock (PANW) | 5.3 | $38M | +82% | 208k | 181.96 |
|
| Crowdstrike Holdings Cl A (CRWD) | 4.7 | $34M | -35% | 99k | 342.16 |
|
| I3 Verticals Common CL A (IIIV) | 3.5 | $25M | -12% | 1.1M | 23.04 |
|
| Micron Technology Common Stock (MU) | 2.8 | $20M | +11% | 243k | 84.16 |
|
| Jamf Holding Corp Common Stock (JAMF) | 2.3 | $17M | +51% | 1.2M | 14.05 |
|
| Appfolio Inc - A Common CL A (APPF) | 2.1 | $15M | NEW | 62k | 246.72 |
|
| Booking Holdings Common Stock (BKNG) | 2.0 | $15M | -45% | 3.0k | 4968.42 |
|
| Euronet Worldwide Common Stock (EEFT) | 1.9 | $13M | -3% | 130k | 102.84 |
|
| Block Cl A (SQ) | 0.9 | $6.3M | NEW | 74k | 84.99 |
|
| Monday.com SHS (MNDY) | 0.9 | $6.3M | NEW | 27k | 235.44 |
|
Past Filings by Crosslink Capital
SEC 13F filings are viewable for Crosslink Capital going back to 2010
- 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
- Crosslink Capital 2021 Q3 filed Nov. 15, 2021
- Crosslink Capital 2021 Q2 filed Aug. 16, 2021
- Crosslink Capital 2021 Q1 filed May 17, 2021