Crosslink Capital

Latest statistics and disclosures from Crosslink Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CHYM, CRM, LRCX, MU, GOOGL, and represent 76.88% of Crosslink Capital's stock portfolio.
  • Added to shares of these 10 stocks: CRM (+$347M), NTSK (+$36M), CBRS (+$29M), ZS (+$15M), CRDO (+$14M), COHR (+$14M), NU, APPF, IIIV, WEAV.
  • Started 4 new stock positions in COHR, CBRS, CRDO, ZS.
  • Reduced shares in these 10 stocks: MU (-$36M), LRCX (-$25M), GOOGL (-$23M), DDOG (-$23M), DASH (-$13M), FIG (-$11M), NVDA (-$8.5M), P (-$7.8M), , VEEV (-$7.0M).
  • Sold out of its positions in FIG, P, NOW.
  • Crosslink Capital was a net buyer of stock by $292M.
  • Crosslink Capital has $1.7B in assets under management (AUM), dropping by 65.46%.
  • Central Index Key (CIK): 0001104329

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Portfolio Holdings for Crosslink Capital

Crosslink Capital holds 22 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chime Finl Com Shs Cl A (CHYM) 31.7 $536M 26M 20.48
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salesforce (CRM) 21.8 $368M +1626% 2.3M 156.66
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Lam Research Corp Com New (LRCX) 11.1 $187M -11% 431k 433.33
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Micron Technology (MU) 9.3 $157M -18% 136k 1154.29
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Alphabet Cap Stk Cl A (GOOGL) 3.0 $52M -31% 144k 357.37
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Nu Hldgs Ord Shs Cl A (NU) 2.7 $45M +9% 3.4M 13.36
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Netskope Cl A (NTSK) 2.2 $37M +4357% 3.3M 10.94
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Datadog Cl A Com (DDOG) 2.0 $35M -39% 133k 260.36
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Palo Alto Networks (PANW) 1.9 $33M 96k 341.02
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Nutanix Cl A (NTNX) 1.8 $30M -10% 593k 50.96
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Cerebras Systems Com Cl A (CBRS) 1.7 $29M NEW 130k 221.00
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Weave Communications (WEAV) 1.5 $26M 4.3M 5.99
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I3 Verticals Com Cl A (IIIV) 1.4 $24M +15% 1.1M 21.36
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MercadoLibre (MELI) 1.3 $22M -7% 13k 1697.39
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Doordash Cl A (DASH) 1.1 $18M -41% 98k 184.53
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NVIDIA Corporation (NVDA) 1.0 $17M -33% 84k 200.09
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Zscaler Incorporated (ZS) 0.9 $15M NEW 109k 141.15
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Appfolio Com Cl A (APPF) 0.9 $15M +30% 93k 160.35
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Credo Technology Group Holdi Ordinary Shares (CRDO) 0.8 $14M NEW 53k 271.95
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Coherent Corp (COHR) 0.8 $14M NEW 35k 394.47
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Crowdstrike Holdings Cl A (CRWD) 0.6 $11M -37% 14k 763.14
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Veeva Sys Cl A Com (VEEV) 0.4 $7.5M -48% 42k 177.47
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Past Filings by Crosslink Capital

SEC 13F filings are viewable for Crosslink Capital going back to 2010

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