Crosslink Capital as of June 30, 2014
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 51 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pandora Media | 42.0 | $409M | 14M | 29.50 | |
| Synaptics, Incorporated (SYNA) | 4.7 | $45M | 501k | 90.64 | |
| Facebook Inc cl a (META) | 2.9 | $29M | 424k | 67.29 | |
| Alliance Data Systems Corporation (BFH) | 2.7 | $26M | 93k | 281.25 | |
| Palo Alto Networks (PANW) | 2.6 | $26M | 308k | 83.85 | |
| Carbonite | 2.6 | $25M | 2.1M | 11.97 | |
| Avago Technologies | 2.5 | $25M | 341k | 72.07 | |
| Visa (V) | 2.3 | $22M | 106k | 210.71 | |
| Marin Software | 2.2 | $21M | 1.8M | 11.77 | |
| Servicenow (NOW) | 2.0 | $19M | 310k | 61.96 | |
| Vantiv Inc Cl A | 1.9 | $19M | 560k | 33.62 | |
| Interxion Holding | 1.9 | $19M | 680k | 27.38 | |
| Workday Inc cl a (WDAY) | 1.9 | $18M | 205k | 89.86 | |
| priceline.com Incorporated | 1.8 | $18M | 15k | 1202.97 | |
| Equinix | 1.8 | $17M | 81k | 210.09 | |
| Euronet Worldwide (EEFT) | 1.8 | $17M | 352k | 48.24 | |
| CoStar (CSGP) | 1.6 | $16M | 98k | 158.17 | |
| Cornerstone Ondemand | 1.6 | $15M | 334k | 46.02 | |
| Shutterfly | 1.6 | $15M | 353k | 43.06 | |
| Amc Networks Inc Cl A (AMCX) | 1.6 | $15M | 245k | 61.49 | |
| Netflix (NFLX) | 1.1 | $11M | 25k | 440.61 | |
| SBA Communications Corporation | 1.1 | $11M | 104k | 102.30 | |
| DigitalGlobe | 1.0 | $9.8M | 351k | 27.80 | |
| Nextera Energy Partners (NEP) | 1.0 | $9.3M | 277k | 33.51 | |
| Iron Mountain Incorporated | 0.9 | $9.1M | 256k | 35.45 | |
| Lam Research Corporation (LRCX) | 0.9 | $9.0M | 133k | 67.58 | |
| Linkedin Corp | 0.9 | $8.4M | 49k | 171.47 | |
| Lifelock | 0.9 | $8.3M | 596k | 13.96 | |
| Tribune Co New Cl A | 0.8 | $7.7M | 90k | 85.05 | |
| Vocera Communications | 0.7 | $6.9M | 525k | 13.20 | |
| Trinet (TNET) | 0.7 | $6.8M | 284k | 24.07 | |
| Applied Materials (AMAT) | 0.6 | $6.1M | 269k | 22.55 | |
| salesforce (CRM) | 0.6 | $5.3M | 92k | 58.08 | |
| Retailmenot | 0.5 | $5.2M | 196k | 26.61 | |
| Criteo Sa Ads (CRTO) | 0.5 | $5.3M | 156k | 33.77 | |
| Gopro (GPRO) | 0.5 | $5.1M | 125k | 40.55 | |
| Rackspace Hosting | 0.5 | $4.7M | 141k | 33.66 | |
| Q2 Holdings (QTWO) | 0.5 | $4.4M | 306k | 14.26 | |
| Microsoft Corporation (MSFT) | 0.4 | $4.1M | 97k | 41.70 | |
| Invensense | 0.4 | $3.5M | 153k | 22.69 | |
| FormFactor (FORM) | 0.3 | $3.3M | 401k | 8.32 | |
| Infoblox | 0.3 | $2.5M | 193k | 13.15 | |
| Bazaarvoice | 0.2 | $2.3M | 297k | 7.89 | |
| Jive Software | 0.2 | $2.2M | 253k | 8.51 | |
| Ringcentral (RNG) | 0.2 | $1.9M | 127k | 15.13 | |
| Exar Corporation | 0.2 | $1.8M | 159k | 11.30 | |
| Nextera Energy (NEE) | 0.1 | $1.4M | 13k | 102.48 | |
| ShoreTel | 0.0 | $165k | 25k | 6.51 | |
| PDF Solutions (PDFS) | 0.0 | $156k | 7.3k | 21.28 | |
| Rovi Corporation | 0.0 | $92k | 3.8k | 23.97 | |
| Procera Networks | 0.0 | $131k | 13k | 10.12 |
