Crosslink Capital
Latest statistics and disclosures from Crosslink Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CHYM, LRCX, GOOGL, MU, NU, and represent 73.99% of Crosslink Capital's stock portfolio.
- Added to shares of these 10 stocks: CRM (+$25M), NVDA (+$22M), NU (+$21M), DDOG (+$15M), FIG (+$11M), APPF (+$7.3M), NOW (+$7.1M), GOOGL, DASH, WEAV.
- Started 5 new stock positions in CRM, FIG, NTSK, NVDA, NOW.
- Reduced shares in these 10 stocks: PENG (-$26M), MELI (-$24M), MNDY (-$24M), PSTG (-$21M), BKNG (-$20M), CHYM (-$19M), LRCX (-$18M), MRVL (-$12M), VEEV (-$8.0M), PANW (-$5.3M).
- Sold out of its positions in BKNG, MRVL, PENG, MNDY.
- Crosslink Capital was a net seller of stock by $-57M.
- Crosslink Capital has $1.0B in assets under management (AUM), dropping by -20.86%.
- Central Index Key (CIK): 0001104329
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Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 21 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Chime Finl Com Shs Cl A (CHYM) | 48.0 | $491M | -3% | 26M | 18.73 |
|
| Lam Research Corp Com New (LRCX) | 10.2 | $105M | -14% | 489k | 213.66 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $60M | +8% | 210k | 287.56 |
|
| Micron Technology (MU) | 5.5 | $57M | 168k | 337.84 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 4.3 | $44M | +86% | 3.1M | 14.37 |
|
| Datadog Cl A Com (DDOG) | 2.5 | $26M | +137% | 219k | 118.05 |
|
| salesforce (CRM) | 2.5 | $25M | NEW | 136k | 186.67 |
|
| Doordash Cl A (DASH) | 2.5 | $25M | +15% | 169k | 150.15 |
|
| Nutanix Cl A (NTNX) | 2.5 | $25M | -11% | 665k | 38.01 |
|
| MercadoLibre (MELI) | 2.3 | $24M | -50% | 14k | 1729.02 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $22M | NEW | 126k | 174.40 |
|
| I3 Verticals Com Cl A (IIIV) | 2.1 | $22M | 966k | 22.36 |
|
|
| Weave Communications (WEAV) | 1.9 | $20M | +16% | 4.2M | 4.62 |
|
| Palo Alto Networks (PANW) | 1.5 | $16M | -25% | 98k | 160.32 |
|
| Veeva Sys Cl A Com (VEEV) | 1.4 | $14M | -35% | 82k | 175.66 |
|
| Appfolio Com Cl A (APPF) | 1.1 | $11M | +185% | 72k | 157.82 |
|
| Figma Class A Com Stk (FIG) | 1.1 | $11M | NEW | 517k | 21.14 |
|
| Crowdstrike Holdings Cl A (CRWD) | 0.9 | $8.9M | +32% | 23k | 390.41 |
|
| Everpure Cl A (PSTG) | 0.8 | $7.8M | -72% | 132k | 59.04 |
|
| Servicenow (NOW) | 0.7 | $7.1M | NEW | 68k | 104.55 |
|
| Netskope Cl A (NTSK) | 0.1 | $637k | NEW | 75k | 8.49 |
|
Past Filings by Crosslink Capital
SEC 13F filings are viewable for Crosslink Capital going back to 2010
- Crosslink Capital 2026 Q1 filed May 15, 2026
- Crosslink Capital 2025 Q4 filed Feb. 17, 2026
- 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