Crosslink Capital as of Sept. 30, 2011
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 59 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pandora Media | 45.2 | $476M | 35M | 13.62 | |
| Ancestry | 4.5 | $48M | 2.0M | 23.50 | |
| Equinix | 3.0 | $32M | 361k | 88.83 | |
| Qualcomm (QCOM) | 2.7 | $28M | 584k | 48.63 | |
| NetLogic Microsystems | 2.5 | $26M | 545k | 48.12 | |
| Visa (V) | 2.3 | $24M | 284k | 85.72 | |
| Avago Technologies | 2.2 | $23M | 694k | 32.77 | |
| Carbonite | 2.1 | $22M | 2.0M | 10.96 | |
| Fidelity National Information Services (FIS) | 1.9 | $20M | 833k | 24.32 | |
| Fortinet (FTNT) | 1.8 | $19M | 1.1M | 16.80 | |
| F5 Networks (FFIV) | 1.7 | $18M | 255k | 71.05 | |
| 1.5 | $16M | 31k | 515.03 | ||
| eBay (EBAY) | 1.5 | $16M | 538k | 29.49 | |
| PowerShares QQQ Trust, Series 1 | 1.4 | $15M | 278k | 52.49 | |
| Sina Corporation | 1.4 | $15M | 202k | 71.61 | |
| Ezchip Semiconductor Lt | 1.3 | $14M | 425k | 33.22 | |
| Interxion Holding | 1.3 | $14M | 1.2M | 11.81 | |
| iShares Russell 2000 Growth Index (IWO) | 1.3 | $14M | 186k | 73.47 | |
| MEMC Electronic Materials | 1.3 | $13M | 2.6M | 5.24 | |
| Baidu (BIDU) | 1.2 | $13M | 119k | 106.91 | |
| IntraLinks Holdings | 1.1 | $12M | 1.6M | 7.51 | |
| Spdr S&p 500 Etf (SPY) | 1.1 | $11M | 100k | 113.15 | |
| Verisk Analytics (VRSK) | 1.0 | $11M | 316k | 34.77 | |
| VeriFone Systems | 1.0 | $11M | 301k | 35.02 | |
| HiSoft Technology International (HSFT) | 0.9 | $9.7M | 1.1M | 8.79 | |
| NetApp (NTAP) | 0.6 | $6.5M | 192k | 33.93 | |
| AboveNet | 0.6 | $6.6M | 122k | 53.60 | |
| Rda Microelectronics | 0.6 | $6.5M | 772k | 8.45 | |
| Synchronoss Technologies | 0.6 | $6.2M | 251k | 24.91 | |
| DemandTec | 0.6 | $6.2M | 945k | 6.54 | |
| iShares S&P NA Tec. Semi. Idx (SOXX) | 0.6 | $6.1M | 132k | 45.92 | |
| priceline.com Incorporated | 0.5 | $5.7M | 13k | 449.45 | |
| Mitek Systems (MITK) | 0.5 | $5.7M | 613k | 9.25 | |
| ShoreTel | 0.5 | $5.5M | 1.1M | 4.98 | |
| Servicesource | 0.5 | $5.4M | 409k | 13.21 | |
| Netflix (NFLX) | 0.5 | $5.3M | 47k | 113.26 | |
| Fabrinet (FN) | 0.5 | $5.2M | 278k | 18.70 | |
| AuthenTec | 0.5 | $4.9M | 1.5M | 3.26 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $4.9M | 433k | 11.27 | |
| Web | 0.5 | $4.8M | 684k | 6.98 | |
| Yandex Nv-a (NBIS) | 0.5 | $4.7M | 230k | 20.46 | |
| RealD | 0.4 | $4.2M | 453k | 9.35 | |
| Responsys | 0.4 | $4.1M | 385k | 10.78 | |
| InterNAP Network Services | 0.4 | $3.8M | 766k | 4.94 | |
| JinkoSolar Holding (JKS) | 0.4 | $3.8M | 786k | 4.86 | |
| Active Network | 0.3 | $3.7M | 253k | 14.75 | |
| CurrencyShares Swiss Franc Trust | 0.3 | $3.6M | 33k | 109.06 | |
| Advanced Energy Industries (AEIS) | 0.3 | $2.8M | 323k | 8.62 | |
| Qlik Technologies | 0.3 | $2.7M | 125k | 21.63 | |
| Freescale Semiconductor Holdin | 0.2 | $2.4M | 215k | 11.03 | |
| Synopsys (SNPS) | 0.2 | $2.2M | 92k | 24.36 | |
| Daqo New Energy | 0.1 | $1.6M | 457k | 3.50 | |
| Netqin Mobile | 0.1 | $1.6M | 425k | 3.83 | |
| Adept Technology | 0.1 | $1.4M | 433k | 3.22 | |
| Cascade Microtech | 0.1 | $1.2M | 336k | 3.63 | |
| Euronet Worldwide (EEFT) | 0.1 | $1.2M | 76k | 15.74 | |
| Canadian Solar (CSIQ) | 0.1 | $909k | 247k | 3.68 | |
| SemiLEDs Corporation | 0.1 | $919k | 241k | 3.82 | |
| Trunkbow Intl Hldgs | 0.0 | $232k | 105k | 2.22 |
