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 (LRCX) | 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 (SGH) | 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 |