Crosslink Capital as of Sept. 30, 2012
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 40 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Pandora Media | 39.3 | $367M | 34M | 10.95 | |
Ancestry | 6.4 | $60M | 2.0M | 30.08 | |
4.6 | $43M | 57k | 754.49 | ||
salesforce (CRM) | 4.5 | $42M | 277k | 152.69 | |
Visa (V) | 3.8 | $35M | 261k | 134.28 | |
Apple (AAPL) | 3.2 | $30M | 45k | 667.10 | |
Qualcomm (QCOM) | 3.2 | $30M | 474k | 62.47 | |
Fortinet (FTNT) | 2.6 | $25M | 1.0M | 24.12 | |
Nuance Communications | 2.4 | $22M | 885k | 24.89 | |
Interxion Holding | 2.4 | $22M | 972k | 22.72 | |
Technologies Holding Nv option | 2.3 | $21M | 708k | 29.77 | |
Avago Technologies | 2.2 | $20M | 586k | 34.87 | |
Cavium | 1.9 | $18M | 539k | 33.31 | |
Riverbed Technology | 1.7 | $16M | 665k | 23.28 | |
Baidu (BIDU) | 1.6 | $15M | 128k | 116.89 | |
Carbonite | 1.6 | $15M | 2.1M | 7.01 | |
Equinix | 1.3 | $12M | 60k | 206.05 | |
Verisk Analytics (VRSK) | 1.3 | $12M | 255k | 47.61 | |
HiSoft Technology International (HSFT) | 1.2 | $11M | 1.1M | 10.33 | |
eBay (EBAY) | 1.1 | $11M | 217k | 48.37 | |
Vantiv Inc Cl A | 1.1 | $10M | 480k | 21.55 | |
Responsys | 0.9 | $8.7M | 849k | 10.23 | |
Saba Software | 0.9 | $8.2M | 824k | 9.99 | |
Jive Software | 0.8 | $7.8M | 494k | 15.71 | |
Rda Microelectronics | 0.8 | $7.6M | 717k | 10.62 | |
Teradata Corporation (TDC) | 0.8 | $7.3M | 97k | 75.41 | |
Shutterfly | 0.6 | $5.6M | 181k | 31.12 | |
Exar Corporation | 0.6 | $5.1M | 640k | 8.00 | |
Financial Select Sector SPDR (XLF) | 0.6 | $5.1M | 330k | 15.59 | |
Spdr S&p 500 Etf (SPY) | 0.5 | $4.7M | 33k | 143.96 | |
PowerShares QQQ Trust, Series 1 | 0.5 | $4.6M | 67k | 68.57 | |
iShares Russell 2000 Growth Index (IWO) | 0.5 | $4.6M | 48k | 95.61 | |
Peregrine Semiconductor | 0.5 | $4.5M | 263k | 16.94 | |
KLA-Tencor Corporation (KLAC) | 0.5 | $4.2M | 88k | 47.70 | |
FormFactor (FORM) | 0.4 | $3.9M | 705k | 5.59 | |
Active Network | 0.4 | $3.9M | 311k | 12.53 | |
VeriFone Systems | 0.4 | $3.6M | 130k | 27.85 | |
Rubicon Minerals Corp | 0.4 | $3.4M | 359k | 9.58 | |
Avg Technologies | 0.3 | $2.9M | 307k | 9.60 | |
Adept Technology | 0.2 | $1.5M | 384k | 3.98 |