Crosslink Capital

Crosslink Capital as of Sept. 30, 2020

Portfolio Holdings for Crosslink Capital

Crosslink Capital holds 25 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Carvana Cl A (CVNA) 11.7 $55M 247k 223.06
Mercadolibre Common Stocks (MELI) 10.7 $50M 47k 1082.49
Palo Alto Networks Common Stocks (PANW) 8.4 $39M 160k 244.75
Lam Research Corp Common Stocks 7.1 $33M 100k 331.75
Peloton Interactive Inc-a Cl A Com (PTON) 7.0 $33M 331k 99.24
Paypal Holdings Common Stocks (PYPL) 6.9 $32M 165k 197.03
Nutanix Inc - A Cl A (NTNX) 5.6 $26M 1.2M 22.18
Fidelity National Info Serv Common Stocks (FIS) 4.7 $22M 150k 147.21
Salesforce.com Common Stocks (CRM) 4.0 $19M 75k 251.32
Smart Global Holdings SHS 3.8 $18M 659k 27.34
Crowdstrike Holdings Inc - A Cl A (CRWD) 3.8 $18M 128k 137.32
Proofpoint Common Stocks 3.4 $16M 153k 105.55
Micron Technology Common Stocks (MU) 3.2 $15M 322k 46.96
Zendesk Common Stocks 3.1 $15M 141k 102.92
Coupa Software Common Stocks 3.0 $14M 51k 274.25
Cardlytics Common Stocks (CDLX) 2.8 $13M 187k 70.57
Euronet Worldwide Common Stocks (EEFT) 2.7 $13M 141k 91.10
Marvell Technology Group Ord 2.5 $12M 294k 39.70
I3 Verticals Inc-class A Common Cl A (IIIV) 1.7 $7.8M 307k 25.25
Avalara Common Stocks 1.4 $6.5M 51k 127.33
Casper Sleep Common Stocks 0.9 $4.0M 560k 7.19
Fireeye Common Stocks 0.5 $2.3M 186k 12.35
Formfactor Common Stocks (FORM) 0.5 $2.2M 88k 24.93
Grid Dynamics Holdings Cl A (GDYN) 0.4 $2.0M 261k 7.73
Sirius Xm Holdings Common Stocks 0.2 $964k 180k 5.36