Crosslink Capital
Latest statistics and disclosures from Crosslink Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CHYM, LRCX, GOOGL, MELI, MU, and represent 73.36% of Crosslink Capital's stock portfolio.
- Added to shares of these 8 stocks: NU (+$28M), GOOGL (+$11M), MRVL (+$7.2M), APPF (+$5.8M), BKNG (+$5.6M), MELI, NTNX, IIIV.
- Started 2 new stock positions in NU, APPF.
- Reduced shares in these 10 stocks: CHYM (-$51M), MU (-$35M), LRCX (-$33M), WEAV (-$26M), , NVDA (-$17M), PSTG (-$16M), DUOL (-$15M), Jamf Hldg Corp (-$13M), VEEV (-$12M).
- Sold out of its positions in DUOL, META, Jamf Hldg Corp, NTSK, NVDA.
- Crosslink Capital was a net seller of stock by $-218M.
- Crosslink Capital has $1.3B in assets under management (AUM), dropping by -6.10%.
- Central Index Key (CIK): 0001104329
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Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 20 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Chime Finl Com Shs Cl A (CHYM) | 53.1 | $685M | -6% | 27M | 25.17 |
|
| Lam Research Corp Com New (LRCX) | 7.6 | $98M | -24% | 573k | 171.18 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $61M | +21% | 194k | 313.00 |
|
| MercadoLibre (MELI) | 4.4 | $56M | +3% | 28k | 2014.26 |
|
| Micron Technology (MU) | 3.7 | $47M | -42% | 165k | 285.41 |
|
| Nutanix Cl A (NTNX) | 3.0 | $39M | +3% | 751k | 51.69 |
|
| Doordash Cl A (DASH) | 2.6 | $33M | -16% | 146k | 226.48 |
|
| Pure Storage Cl A (PSTG) | 2.5 | $32M | -32% | 483k | 67.01 |
|
| Veeva Sys Cl A Com (VEEV) | 2.2 | $28M | -29% | 127k | 223.23 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 2.1 | $28M | NEW | 1.7M | 16.74 |
|
| Weave Communications (WEAV) | 2.1 | $28M | -48% | 3.6M | 7.59 |
|
| Penguin Solutions (PENG) | 2.0 | $26M | -28% | 1.3M | 19.56 |
|
| Palo Alto Networks (PANW) | 1.9 | $24M | -6% | 131k | 184.20 |
|
| I3 Verticals Com Cl A (IIIV) | 1.9 | $24M | 951k | 25.19 |
|
|
| Monday SHS (MNDY) | 1.9 | $24M | -20% | 162k | 147.56 |
|
| Booking Holdings (BKNG) | 1.5 | $20M | +39% | 3.7k | 5355.33 |
|
| Datadog Cl A Com (DDOG) | 1.0 | $13M | -37% | 92k | 135.99 |
|
| Marvell Technology (MRVL) | 0.9 | $12M | +148% | 142k | 84.98 |
|
| Crowdstrike Holdings Cl A (CRWD) | 0.6 | $8.1M | -40% | 17k | 468.76 |
|
| Appfolio Com Cl A (APPF) | 0.5 | $5.8M | NEW | 25k | 232.65 |
|
Past Filings by Crosslink Capital
SEC 13F filings are viewable for Crosslink Capital going back to 2010
- 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
- Crosslink Capital 2022 Q1 filed May 16, 2022