Crosslink Capital as of Sept. 30, 2014
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 48 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pandora Media | 29.7 | $232M | 9.6M | 24.16 | |
| Synaptics, Incorporated (SYNA) | 5.0 | $39M | 535k | 73.20 | |
| Facebook Inc cl a (META) | 4.0 | $31M | 394k | 79.04 | |
| Avago Technologies | 3.0 | $24M | 272k | 87.00 | |
| Palo Alto Networks (PANW) | 3.0 | $23M | 238k | 98.10 | |
| Workday Inc cl a (WDAY) | 2.9 | $22M | 272k | 82.50 | |
| Linkedin Corp | 2.8 | $22M | 107k | 207.79 | |
| Alliance Data Systems Corporation (BFH) | 2.8 | $22M | 88k | 248.27 | |
| CoStar (CSGP) | 2.8 | $22M | 139k | 155.54 | |
| Carbonite | 2.7 | $21M | 2.1M | 10.24 | |
| Visa (V) | 2.4 | $19M | 89k | 213.38 | |
| Servicenow (NOW) | 2.4 | $19M | 315k | 58.78 | |
| Equinix | 2.2 | $17M | 81k | 212.49 | |
| Vantiv Inc Cl A | 2.2 | $17M | 547k | 30.90 | |
| Netflix (NFLX) | 2.1 | $17M | 37k | 451.19 | |
| Marin Software | 2.1 | $17M | 1.9M | 8.60 | |
| Zulily Inc cl a | 2.0 | $16M | 420k | 37.89 | |
| Interxion Holding | 2.0 | $16M | 574k | 27.69 | |
| MercadoLibre (MELI) | 2.0 | $16M | 143k | 108.65 | |
| Lifelock | 2.0 | $16M | 1.1M | 14.29 | |
| Euronet Worldwide (EEFT) | 2.0 | $15M | 320k | 47.79 | |
| SBA Communications Corporation | 1.7 | $13M | 120k | 110.90 | |
| DigitalGlobe | 1.6 | $12M | 425k | 28.50 | |
| McGraw-Hill Companies | 1.4 | $11M | 134k | 84.45 | |
| Shutterfly | 1.3 | $10M | 211k | 48.74 | |
| Nextera Energy Partners (XIFR) | 1.2 | $9.7M | 278k | 34.69 | |
| Lam Research Corporation | 1.2 | $9.6M | 129k | 74.70 | |
| salesforce (CRM) | 1.2 | $9.0M | 157k | 57.53 | |
| Grubhub | 1.1 | $8.9M | 259k | 34.24 | |
| Iron Mountain Incorporated | 1.1 | $8.3M | 255k | 32.65 | |
| MicroStrategy Incorporated (MSTR) | 0.9 | $7.2M | 55k | 130.83 | |
| Cornerstone Ondemand | 0.9 | $7.1M | 207k | 34.41 | |
| 0.7 | $5.4M | 104k | 51.58 | ||
| Q2 Holdings (QTWO) | 0.6 | $4.5M | 321k | 14.00 | |
| Trinet (TNET) | 0.5 | $4.0M | 155k | 25.75 | |
| ShoreTel | 0.4 | $3.4M | 510k | 6.65 | |
| FormFactor (FORM) | 0.3 | $2.7M | 380k | 7.17 | |
| Tripadvisor (TRIP) | 0.3 | $2.6M | 29k | 91.42 | |
| Tableau Software Inc Cl A | 0.3 | $2.7M | 37k | 72.65 | |
| Healthequity (HQY) | 0.3 | $2.7M | 146k | 18.31 | |
| Bazaarvoice | 0.3 | $2.5M | 336k | 7.39 | |
| Vocera Communications | 0.1 | $1.1M | 139k | 8.07 | |
| Jive Software | 0.1 | $583k | 100k | 5.83 | |
| Novatel Wireless | 0.0 | $126k | 34k | 3.68 | |
| PDF Solutions (PDFS) | 0.0 | $149k | 12k | 12.59 | |
| Procera Networks | 0.0 | $124k | 13k | 9.58 | |
| Infoblox | 0.0 | $160k | 11k | 14.79 | |
| Rovi Corporation | 0.0 | $76k | 3.8k | 19.80 |
