Crosslink Capital as of Sept. 30, 2017
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 30 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 12.6 | $74M | 2.4M | 31.15 | |
| Pandora Media | 8.7 | $51M | 6.7M | 7.70 | |
| Palo Alto Networks (PANW) | 6.1 | $36M | 248k | 144.10 | |
| Broad | 5.3 | $31M | 128k | 242.54 | |
| Expedia (EXPE) | 5.0 | $30M | 207k | 143.94 | |
| Carbonite | 4.9 | $29M | 1.3M | 22.00 | |
| Facebook Inc cl a (META) | 4.6 | $27M | 159k | 170.87 | |
| Box Inc cl a (BOX) | 4.6 | $27M | 1.4M | 19.32 | |
| Oracle Corporation (ORCL) | 4.4 | $26M | 536k | 48.35 | |
| Zendesk | 3.9 | $23M | 796k | 29.11 | |
| salesforce (CRM) | 3.6 | $21M | 225k | 93.42 | |
| Electronic Arts (EA) | 3.3 | $20M | 166k | 118.06 | |
| Applied Materials (AMAT) | 3.2 | $19M | 367k | 52.09 | |
| Lam Research Corporation (LRCX) | 2.7 | $16M | 87k | 185.04 | |
| Vantiv Inc Cl A | 2.7 | $16M | 226k | 70.47 | |
| Euronet Worldwide (EEFT) | 2.7 | $16M | 166k | 94.79 | |
| Amazon (AMZN) | 2.6 | $15M | 16k | 961.32 | |
| FormFactor (FORM) | 2.6 | $15M | 895k | 16.85 | |
| Alliance Data Systems Corporation (BFH) | 2.5 | $15M | 68k | 221.56 | |
| Equinix (EQIX) | 2.4 | $14M | 32k | 446.31 | |
| Cyrusone | 2.0 | $12M | 202k | 58.93 | |
| Everbridge, Inc. Cmn (EVBG) | 1.9 | $12M | 435k | 26.42 | |
| Interxion Holding | 1.6 | $9.5M | 187k | 50.93 | |
| Crown Castle International | 1.6 | $9.4M | 94k | 99.98 | |
| Zillow Group Inc Cl A (ZG) | 0.9 | $5.5M | 136k | 40.15 | |
| MercadoLibre (MELI) | 0.9 | $5.3M | 21k | 258.94 | |
| Barracuda Networks | 0.9 | $5.3M | 218k | 24.23 | |
| Synaptics, Incorporated (SYNA) | 0.8 | $4.6M | 118k | 39.18 | |
| Smart Global Holdings (SGH) | 0.6 | $3.8M | 142k | 26.78 | |
| Marin Software | 0.2 | $1.3M | 738k | 1.75 |
