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 |
