Crosslink Capital as of Dec. 31, 2014
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 44 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pandora Media | 22.8 | $164M | 9.2M | 17.83 | |
| Synaptics, Incorporated (SYNA) | 4.8 | $34M | 498k | 68.84 | |
| Facebook Inc cl a (META) | 4.8 | $34M | 439k | 78.02 | |
| Carbonite | 4.1 | $30M | 2.1M | 14.27 | |
| CoStar (CSGP) | 3.7 | $27M | 146k | 183.63 | |
| Avago Technologies | 3.5 | $25M | 248k | 100.59 | |
| Palo Alto Networks (PANW) | 3.5 | $25M | 203k | 122.57 | |
| Vantiv Inc Cl A | 3.0 | $22M | 648k | 33.92 | |
| Workday Inc cl a (WDAY) | 3.0 | $22M | 267k | 81.61 | |
| Alliance Data Systems Corporation (BFH) | 3.0 | $21M | 75k | 286.05 | |
| Lifelock | 2.7 | $19M | 1.0M | 18.51 | |
| Equinix | 2.6 | $19M | 83k | 226.74 | |
| Shutterfly | 2.5 | $18M | 433k | 41.69 | |
| Visa (V) | 2.3 | $17M | 64k | 262.19 | |
| SBA Communications Corporation | 2.2 | $16M | 143k | 110.76 | |
| Marin Software | 2.1 | $15M | 1.8M | 8.46 | |
| salesforce (CRM) | 2.0 | $14M | 239k | 59.31 | |
| Interxion Holding | 1.9 | $14M | 507k | 27.34 | |
| eBay (EBAY) | 1.9 | $13M | 238k | 56.12 | |
| Zendesk | 1.8 | $13M | 540k | 24.37 | |
| MicroStrategy Incorporated (MSTR) | 1.8 | $13M | 80k | 162.40 | |
| Cornerstone Ondemand | 1.8 | $13M | 360k | 35.20 | |
| DigitalGlobe | 1.7 | $13M | 404k | 30.97 | |
| McGraw-Hill Companies | 1.6 | $11M | 128k | 88.98 | |
| Euronet Worldwide (EEFT) | 1.6 | $11M | 204k | 54.90 | |
| Netflix (NFLX) | 1.5 | $11M | 32k | 341.60 | |
| Nextera Energy Partners (XIFR) | 1.5 | $11M | 325k | 33.75 | |
| Tripadvisor (TRIP) | 1.1 | $8.0M | 107k | 74.66 | |
| Iron Mountain Incorporated | 1.0 | $7.0M | 182k | 38.66 | |
| Linkedin Corp | 1.0 | $7.1M | 31k | 229.71 | |
| MercadoLibre (MELI) | 0.9 | $6.2M | 49k | 127.66 | |
| Lendingclub | 0.8 | $5.7M | 224k | 25.30 | |
| Lam Research Corporation | 0.7 | $5.3M | 67k | 79.34 | |
| Grubhub | 0.7 | $5.2M | 144k | 36.32 | |
| Bazaarvoice | 0.7 | $4.9M | 606k | 8.04 | |
| Q2 Holdings (QTWO) | 0.7 | $4.8M | 253k | 18.84 | |
| Cyrusone | 0.6 | $4.4M | 159k | 27.55 | |
| Healthequity (HQY) | 0.6 | $4.1M | 162k | 25.45 | |
| ShoreTel | 0.5 | $3.9M | 533k | 7.35 | |
| FormFactor (FORM) | 0.4 | $2.8M | 325k | 8.60 | |
| Yodlee | 0.4 | $2.6M | 211k | 12.20 | |
| Trinet (TNET) | 0.3 | $2.0M | 63k | 31.28 | |
| PDF Solutions (PDFS) | 0.1 | $839k | 57k | 14.85 | |
| Infoblox | 0.0 | $229k | 11k | 20.21 |
