Crosslink Capital as of March 31, 2019
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 25 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 11.7 | $47M | 520k | 90.98 | |
| MercadoLibre (MELI) | 7.4 | $30M | 59k | 507.73 | |
| Sirius Xm Holdings | 7.4 | $30M | 5.3M | 5.67 | |
| Vantiv Inc Cl A | 7.4 | $30M | 262k | 113.50 | |
| Euronet Worldwide (EEFT) | 7.2 | $29M | 205k | 142.59 | |
| Palo Alto Networks (PANW) | 7.2 | $29M | 120k | 242.88 | |
| Talend S A ads | 6.7 | $27M | 538k | 50.57 | |
| Symantec Corporation | 6.4 | $26M | 1.1M | 22.99 | |
| Carvana Co cl a (CVNA) | 4.5 | $18M | 312k | 58.06 | |
| Tableau Software Inc Cl A | 3.8 | $16M | 122k | 127.28 | |
| Paypal Holdings (PYPL) | 3.8 | $16M | 149k | 103.84 | |
| Proofpoint | 3.5 | $14M | 116k | 121.43 | |
| Lam Research Corporation | 3.4 | $14M | 76k | 179.01 | |
| Marvell Technology Group | 2.4 | $9.6M | 481k | 19.89 | |
| I3 Verticals (IIIV) | 2.3 | $9.2M | 384k | 24.02 | |
| salesforce (CRM) | 2.2 | $8.9M | 56k | 158.38 | |
| Box Inc cl a (BOX) | 2.0 | $8.2M | 425k | 19.31 | |
| Monolithic Power Systems (MPWR) | 2.0 | $7.9M | 59k | 135.48 | |
| Equinix (EQIX) | 1.8 | $7.3M | 16k | 453.15 | |
| Tesla Motors (TSLA) | 1.8 | $7.2M | 26k | 279.86 | |
| FormFactor (FORM) | 1.7 | $6.9M | 431k | 16.09 | |
| Smart Global Holdings | 1.0 | $4.0M | 207k | 19.20 | |
| Etsy (ETSY) | 0.9 | $3.6M | 54k | 67.22 | |
| Nutanix Inc cl a (NTNX) | 0.8 | $3.2M | 84k | 37.74 | |
| Everbridge, Inc. Cmn (EVBG) | 0.7 | $2.7M | 37k | 75.00 |
