Crosslink Capital as of March 31, 2023
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 17 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 10.9 | $54M | 270k | 199.74 | |
| Weave Communications (WEAV) | 9.7 | $48M | 9.6M | 4.97 | |
| MercadoLibre (MELI) | 9.5 | $47M | 35k | 1318.06 | |
| Lam Research Corporation (LRCX) | 8.0 | $39M | 74k | 530.12 | |
| Meta Platforms Cl A (META) | 7.8 | $39M | 182k | 211.94 | |
| Crowdstrike Hldgs Cl A (CRWD) | 7.3 | $36M | 263k | 137.26 | |
| salesforce (CRM) | 6.8 | $33M | 167k | 199.78 | |
| Smart Global Hldgs SHS (SGH) | 5.9 | $29M | 1.7M | 17.24 | |
| Nutanix Cl A (NTNX) | 5.6 | $27M | 1.1M | 25.99 | |
| I3 Verticals Com Cl A (IIIV) | 5.1 | $25M | 1.0M | 24.53 | |
| Twilio Cl A (TWLO) | 4.8 | $24M | 352k | 66.63 | |
| Jamf Hldg Corp (JAMF) | 4.2 | $21M | 1.1M | 19.42 | |
| Euronet Worldwide (EEFT) | 4.0 | $20M | 175k | 111.90 | |
| Cellebrite Di Ordinary Shares (CLBT) | 3.7 | $18M | 3.0M | 6.09 | |
| Micron Technology (MU) | 3.2 | $16M | 260k | 60.34 | |
| Doordash Cl A (DASH) | 2.8 | $14M | 215k | 63.56 | |
| Aeroclean Technologies | 0.8 | $4.0M | 2.4M | 1.69 |
