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 (NEP) | 1.2 | $9.7M | 278k | 34.69 | |
Lam Research Corporation (LRCX) | 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 |