Crosslink Capital

Crosslink Capital as of March 31, 2022

Portfolio Holdings for Crosslink Capital

Crosslink Capital holds 22 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Palo Alto Networks Common Stocks (PANW) 11.2 $59M 95k 622.51
Weave Communications Common Stocks (WEAV) 10.2 $54M 9.6M 5.66
Mercadolibre Common Stocks (MELI) 9.4 $50M 42k 1189.48
Coupa Software Common Stocks 8.9 $47M 464k 101.63
Nutanix Inc - A Cl A (NTNX) 8.5 $45M 1.7M 26.82
Smart Global Holdings SHS 7.5 $40M 1.5M 25.83
Lam Research Corp Common Stocks 6.7 $36M 66k 537.62
Zendesk Common Stocks 6.2 $33M 276k 120.29
Crowdstrike Holdings Inc - A Cl A (CRWD) 5.1 $27M 119k 227.08
Micron Technology Common Stocks (MU) 3.7 $20M 255k 77.89
Jamf Holding Corp Common Stocks (JAMF) 3.6 $19M 554k 34.81
I3 Verticals Inc-class A Common Cl A (IIIV) 3.5 $19M 668k 27.86
Salesforce Common Stocks (CRM) 3.4 $18M 85k 212.32
Carvana Cl A (CVNA) 2.8 $15M 125k 119.29
Cellebrite Di Ordinary Shares (CLBT) 2.6 $14M 2.1M 6.40
Euronet Worldwide Common Stocks (EEFT) 1.9 $10M 79k 130.15
Twilio Inc - A Cl A (TWLO) 1.9 $10M 62k 164.81
Shopify Inc - Class A Cl A (SHOP) 1.0 $5.1M 7.5k 675.96
Mandiant Common Stocks 0.6 $3.2M 142k 22.31
Matterport Common Cl A 0.6 $3.1M 398k 7.71
Knowbe4 Cl A 0.5 $2.9M 130k 21.87
Zeta Holdings Cl A (ZETA) 0.1 $308k 25k 12.11