Crosslink Capital as of Dec. 31, 2019
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 25 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 16.5 | $73M | 497k | 146.25 | |
| MercadoLibre (MELI) | 8.2 | $36M | 63k | 571.95 | |
| Palo Alto Networks (PANW) | 8.1 | $36M | 154k | 231.25 | |
| salesforce (CRM) | 8.0 | $35M | 217k | 162.64 | |
| Fidelity National Information Services (FIS) | 7.2 | $32M | 228k | 139.09 | |
| Euronet Worldwide (EEFT) | 7.0 | $31M | 194k | 157.56 | |
| Carvana Co cl a (CVNA) | 6.5 | $29M | 310k | 92.05 | |
| Nutanix Inc cl a (NTNX) | 6.2 | $28M | 880k | 31.26 | |
| Lam Research Corporation | 4.4 | $20M | 67k | 292.40 | |
| Proofpoint | 3.8 | $17M | 144k | 114.78 | |
| Marvell Technology Group | 3.2 | $14M | 538k | 26.56 | |
| Paypal Holdings (PYPL) | 3.1 | $14M | 125k | 108.17 | |
| I3 Verticals (IIIV) | 2.5 | $11M | 383k | 28.25 | |
| Cardlytics (CDLX) | 2.2 | $9.6M | 152k | 62.86 | |
| Peloton Interactive Inc call | 2.0 | $9.0M | 315k | 28.40 | |
| Avalara | 2.0 | $8.9M | 121k | 73.25 | |
| Smart Global Holdings | 2.0 | $8.8M | 232k | 37.94 | |
| Monolithic Power Systems (MPWR) | 1.9 | $8.4M | 47k | 178.02 | |
| Nortonlifelock (GEN) | 1.6 | $7.0M | 273k | 25.52 | |
| FormFactor (FORM) | 1.3 | $5.6M | 215k | 25.97 | |
| Pure Storage Inc - Class A (PSTG) | 1.1 | $4.6M | 271k | 17.11 | |
| Fireeye Series A convertible security | 0.7 | $3.1M | 190k | 16.53 | |
| Sirius XM Radio | 0.4 | $1.6M | 230k | 7.15 | |
| Box Inc cl a (BOX) | 0.2 | $766k | 46k | 16.77 | |
| Gty Govtech Inc gty govtech | 0.1 | $444k | 94k | 4.71 |
