Crosslink Capital as of March 31, 2018
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 25 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 9.3 | $46M | 1.0M | 45.62 | |
| Palo Alto Networks (PANW) | 9.2 | $46M | 252k | 181.52 | |
| Box Inc cl a (BOX) | 6.5 | $33M | 1.6M | 20.55 | |
| MercadoLibre (MELI) | 5.7 | $29M | 80k | 356.39 | |
| Lam Research Corporation | 5.7 | $29M | 141k | 203.16 | |
| Pandora Media | 5.7 | $28M | 5.6M | 5.03 | |
| Oracle Corporation (ORCL) | 5.6 | $28M | 607k | 45.75 | |
| Euronet Worldwide (EEFT) | 5.1 | $26M | 325k | 78.92 | |
| Vantiv Inc Cl A | 5.1 | $26M | 311k | 82.24 | |
| Talend S A ads | 4.9 | $24M | 504k | 48.12 | |
| Amazon (AMZN) | 4.5 | $22M | 15k | 1447.33 | |
| salesforce (CRM) | 4.1 | $21M | 176k | 116.30 | |
| Cyrusone | 3.8 | $19M | 374k | 51.21 | |
| Broadcom (AVGO) | 3.7 | $18M | 78k | 235.65 | |
| Paypal Holdings (PYPL) | 3.5 | $18M | 233k | 75.87 | |
| Godaddy Inc cl a (GDDY) | 3.0 | $15M | 239k | 61.42 | |
| Equinix (EQIX) | 2.7 | $13M | 32k | 418.14 | |
| FormFactor (FORM) | 2.6 | $13M | 967k | 13.65 | |
| Zendesk | 2.1 | $11M | 223k | 47.87 | |
| IAC/InterActive | 2.1 | $10M | 66k | 156.37 | |
| Everbridge, Inc. Cmn (EVBG) | 1.6 | $8.1M | 221k | 36.60 | |
| Smart Global Holdings | 1.6 | $8.0M | 160k | 49.84 | |
| Mulesoft Inc cl a | 1.0 | $5.1M | 117k | 43.98 | |
| Interxion Holding | 0.6 | $2.8M | 46k | 62.11 | |
| Marin Software | 0.1 | $698k | 105k | 6.64 |
