Crosslink Capital as of June 30, 2019
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 26 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 14.9 | $66M | 518k | 126.61 | |
| Tableau Software Inc Cl A | 8.8 | $39M | 232k | 166.02 | |
| MercadoLibre (MELI) | 8.6 | $38M | 61k | 611.77 | |
| Vantiv Inc Cl A | 7.6 | $34M | 273k | 122.55 | |
| Euronet Worldwide (EEFT) | 7.6 | $33M | 198k | 168.24 | |
| Palo Alto Networks (PANW) | 6.4 | $28M | 137k | 203.76 | |
| Sirius XM Radio | 6.1 | $27M | 4.8M | 5.58 | |
| Carvana Co cl a (CVNA) | 5.3 | $24M | 376k | 62.59 | |
| Talend S A ads | 5.0 | $22M | 569k | 38.59 | |
| Paypal Holdings (PYPL) | 4.0 | $18M | 154k | 114.46 | |
| Proofpoint | 3.9 | $17M | 142k | 120.25 | |
| Symantec Corporation | 3.6 | $16M | 734k | 21.76 | |
| Lam Research Corporation | 2.6 | $11M | 61k | 187.84 | |
| Fireeye | 2.5 | $11M | 805k | 13.48 | |
| Monolithic Power Systems (MPWR) | 2.5 | $11M | 79k | 135.78 | |
| Marvell Technology Group | 2.1 | $9.3M | 389k | 23.87 | |
| I3 Verticals (IIIV) | 2.0 | $8.8M | 298k | 29.45 | |
| FormFactor (FORM) | 1.5 | $6.4M | 408k | 15.67 | |
| Smart Global Holdings | 1.2 | $5.4M | 236k | 22.99 | |
| Personalis Ord (PSNL) | 1.2 | $5.4M | 200k | 27.15 | |
| Nutanix Inc cl a (NTNX) | 1.0 | $4.5M | 175k | 25.94 | |
| Box Inc cl a (BOX) | 0.5 | $2.4M | 134k | 17.61 | |
| salesforce (CRM) | 0.5 | $2.1M | 14k | 151.76 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $1.0M | 3.5k | 292.94 | |
| iShares Russell 2000 Growth Index (IWO) | 0.2 | $1.1M | 5.2k | 200.96 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.1 | $242k | 5.0k | 48.40 |
