Crosslink Capital as of Sept. 30, 2025
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chime Finl Com Shs Cl A (CHYM) | 42.9 | $590M | 29M | 20.17 | |
| Lam Research Corp Com New (LRCX) | 7.4 | $102M | 763k | 133.90 | |
| MercadoLibre (MELI) | 4.6 | $63M | 27k | 2336.94 | |
| Pure Storage Cl A (PSTG) | 4.4 | $60M | 720k | 83.81 | |
| Veeva Sys Cl A Com (VEEV) | 3.9 | $54M | 181k | 297.91 | |
| Nutanix Cl A (NTNX) | 3.9 | $54M | 724k | 74.39 | |
| Penguin Solutions (PENG) | 3.5 | $49M | 1.8M | 26.28 | |
| Micron Technology (MU) | 3.5 | $48M | 287k | 167.32 | |
| Doordash Cl A (DASH) | 3.4 | $47M | 174k | 271.99 | |
| Weave Communications (WEAV) | 3.4 | $47M | 7.1M | 6.68 | |
| Monday SHS (MNDY) | 2.9 | $40M | 204k | 193.69 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $39M | 159k | 243.10 | |
| I3 Verticals Com Cl A (IIIV) | 2.2 | $31M | 938k | 32.46 | |
| Palo Alto Networks (PANW) | 2.1 | $29M | 140k | 203.62 | |
| Meta Platforms Cl A (META) | 1.7 | $24M | 33k | 734.38 | |
| Datadog Cl A Com (DDOG) | 1.5 | $21M | 148k | 142.40 | |
| NVIDIA Corporation (NVDA) | 1.2 | $17M | 90k | 186.58 | |
| Duolingo Cl A Com (DUOL) | 1.1 | $15M | 46k | 321.84 | |
| Booking Holdings (BKNG) | 1.0 | $14M | 2.7k | 5399.27 | |
| Crowdstrike Holdings Cl A (CRWD) | 1.0 | $14M | 29k | 490.38 | |
| Jamf Hldg Corp (JAMF) | 0.9 | $13M | 1.2M | 10.70 | |
| Marvell Technology (MRVL) | 0.3 | $4.8M | 57k | 84.07 | |
| Netskope Cl A | 0.0 | $114k | 5.0k | 22.73 |
