Crosslink Capital as of Dec. 31, 2017
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 30 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 11.9 | $62M | 2.0M | 31.22 | |
| Palo Alto Networks (PANW) | 6.3 | $33M | 227k | 144.94 | |
| Broad | 6.2 | $33M | 127k | 256.90 | |
| Pandora Media | 6.2 | $32M | 6.7M | 4.82 | |
| Expedia (EXPE) | 6.0 | $31M | 262k | 119.77 | |
| Box Inc cl a (BOX) | 5.3 | $28M | 1.3M | 21.12 | |
| Oracle Corporation (ORCL) | 5.2 | $27M | 575k | 47.28 | |
| Zendesk | 5.2 | $27M | 796k | 33.84 | |
| Cyrusone | 4.2 | $22M | 366k | 59.53 | |
| Applied Materials (AMAT) | 4.1 | $21M | 413k | 51.12 | |
| Talend S A ads | 3.8 | $20M | 526k | 37.48 | |
| Lam Research Corporation | 3.6 | $19M | 102k | 184.07 | |
| Amazon (AMZN) | 3.5 | $18M | 15k | 1169.48 | |
| Vantiv Inc Cl A | 3.4 | $18M | 240k | 73.55 | |
| Electronic Arts (EA) | 2.9 | $15M | 146k | 105.06 | |
| Equinix (EQIX) | 2.8 | $14M | 32k | 453.22 | |
| FormFactor (FORM) | 2.7 | $14M | 888k | 15.65 | |
| Facebook Inc cl a (META) | 2.5 | $13M | 74k | 176.46 | |
| Everbridge, Inc. Cmn (EVBG) | 2.0 | $10M | 344k | 29.72 | |
| Paypal Holdings (PYPL) | 1.9 | $10M | 137k | 73.62 | |
| salesforce (CRM) | 1.9 | $9.8M | 96k | 102.23 | |
| Carbonite | 1.8 | $9.3M | 372k | 25.10 | |
| Euronet Worldwide (EEFT) | 1.7 | $9.0M | 107k | 84.27 | |
| Interxion Holding | 1.0 | $5.1M | 86k | 58.93 | |
| Crown Castle Intl (CCI) | 1.0 | $5.1M | 46k | 111.01 | |
| Smart Global Holdings | 0.9 | $4.8M | 142k | 33.70 | |
| Synaptics, Incorporated (SYNA) | 0.9 | $4.6M | 114k | 39.94 | |
| Okta Inc cl a (OKTA) | 0.5 | $2.5M | 99k | 25.61 | |
| stock | 0.5 | $2.5M | 30k | 82.84 | |
| Marin Software | 0.2 | $1.2M | 105k | 10.95 |
