Crosslink Capital

Crosslink Capital as of March 31, 2021

Portfolio Holdings for Crosslink Capital

Crosslink Capital holds 22 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mercadolibre Common Stocks (MELI) 11.8 $66M 45k 1472.13
Lam Research Corp Common Stocks (LRCX) 10.8 $60M 100k 595.24
Nutanix Inc - A Cl A (NTNX) 10.3 $57M 2.2M 26.56
Palo Alto Networks Common Stocks (PANW) 9.8 $54M 168k 322.06
Carvana Cl A (CVNA) 8.8 $49M 185k 262.40
Micron Technology Common Stocks (MU) 8.6 $48M 543k 88.21
Peloton Interactive Inc-a Cl A Com (PTON) 5.9 $33M 290k 112.44
Smart Global Holdings SHS (SGH) 5.3 $29M 636k 46.02
Euronet Worldwide Common Stocks (EEFT) 4.9 $27M 194k 138.30
Marvell Technology Group Ord 4.4 $24M 495k 48.98
Crowdstrike Holdings Inc - A Cl A (CRWD) 4.1 $23M 123k 182.51
Salesforce.com Common Stocks (CRM) 3.7 $20M 96k 211.87
Zendesk Common Stocks 3.1 $17M 131k 132.62
I3 Verticals Inc-class A Common Cl A (IIIV) 2.0 $11M 353k 31.12
Cardlytics Common Stocks (CDLX) 1.7 $9.2M 84k 109.70
Coupa Software Common Stocks 1.4 $7.6M 30k 254.47
Avalara Common Stocks 1.0 $5.5M 41k 133.43
Eargo Common Stocks 0.7 $3.9M 78k 49.95
Grid Dynamics Holdings Cl A (GDYN) 0.6 $3.3M 208k 15.93
Fireeye Common Stocks 0.5 $2.8M 142k 19.88
Uber Common Stocks 0.4 $2.3M 45k 51.00
Casper Sleep Common Stocks 0.4 $2.1M 343k 6.18