Crosslink Capital as of Dec. 31, 2025
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 20 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chime Finl Com Shs Cl A (CHYM) | 53.1 | $685M | 27M | 25.17 | |
| Lam Research Corp Com New (LRCX) | 7.6 | $98M | 573k | 171.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $61M | 194k | 313.00 | |
| MercadoLibre (MELI) | 4.4 | $56M | 28k | 2014.26 | |
| Micron Technology (MU) | 3.7 | $47M | 165k | 285.41 | |
| Nutanix Cl A (NTNX) | 3.0 | $39M | 751k | 51.69 | |
| Doordash Cl A (DASH) | 2.6 | $33M | 146k | 226.48 | |
| Pure Storage Cl A (PSTG) | 2.5 | $32M | 483k | 67.01 | |
| Veeva Sys Cl A Com (VEEV) | 2.2 | $28M | 127k | 223.23 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.1 | $28M | 1.7M | 16.74 | |
| Weave Communications (WEAV) | 2.1 | $28M | 3.6M | 7.59 | |
| Penguin Solutions (PENG) | 2.0 | $26M | 1.3M | 19.56 | |
| Palo Alto Networks (PANW) | 1.9 | $24M | 131k | 184.20 | |
| I3 Verticals Com Cl A (IIIV) | 1.9 | $24M | 951k | 25.19 | |
| Monday SHS (MNDY) | 1.9 | $24M | 162k | 147.56 | |
| Booking Holdings (BKNG) | 1.5 | $20M | 3.7k | 5355.33 | |
| Datadog Cl A Com (DDOG) | 1.0 | $13M | 92k | 135.99 | |
| Marvell Technology (MRVL) | 0.9 | $12M | 142k | 84.98 | |
| Crowdstrike Holdings Cl A (CRWD) | 0.6 | $8.1M | 17k | 468.76 | |
| Appfolio Com Cl A (APPF) | 0.5 | $5.8M | 25k | 232.65 |
