Crosslink Capital as of Dec. 31, 2010
Portfolio Holdings for Crosslink Capital
Crosslink Capital holds 66 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ancestry | 7.4 | $50M | 1.7M | 28.32 | |
| Vistaprint N V | 5.2 | $35M | 763k | 46.00 | |
| Apple (AAPL) | 5.1 | $34M | 106k | 322.56 | |
| Equinix | 4.4 | $29M | 361k | 81.20 | |
| BMC Software | 4.4 | $29M | 620k | 47.14 | |
| Avago Technologies | 4.0 | $27M | 953k | 28.41 | |
| 3.6 | $24M | 41k | 593.98 | ||
| Qualcomm (QCOM) | 3.5 | $23M | 473k | 49.49 | |
| Trina Solar | 3.3 | $22M | 955k | 23.42 | |
| VMware | 3.1 | $21M | 232k | 88.91 | |
| Fortinet (FTNT) | 3.0 | $20M | 617k | 32.35 | |
| Charles Schwab Corporation (SCHW) | 3.0 | $20M | 1.2M | 17.11 | |
| HiSoft Technology International (HSFT) | 2.9 | $20M | 646k | 30.20 | |
| Baidu (BIDU) | 2.6 | $18M | 184k | 96.53 | |
| Fidelity National Information Services (FIS) | 2.2 | $15M | 544k | 27.39 | |
| Sina Corporation | 2.2 | $15M | 213k | 68.82 | |
| Riverbed Technology | 2.0 | $14M | 389k | 35.17 | |
| Focus Media Holding | 2.0 | $13M | 600k | 21.93 | |
| JDA Software | 1.9 | $13M | 445k | 28.00 | |
| Msci (MSCI) | 1.8 | $12M | 308k | 38.96 | |
| Coinstar | 1.5 | $10M | 179k | 56.44 | |
| Atheros Communications | 1.5 | $10M | 278k | 35.92 | |
| NetLogic Microsystems | 1.5 | $9.8M | 313k | 31.41 | |
| IntraLinks Holdings | 1.3 | $8.8M | 471k | 18.71 | |
| Blue Coat Systems | 1.2 | $8.3M | 278k | 29.87 | |
| iSoftStone Holdings | 1.2 | $8.1M | 448k | 18.17 | |
| ShoreTel | 1.1 | $7.7M | 990k | 7.81 | |
| ReneSola | 1.1 | $7.6M | 865k | 8.74 | |
| Ezchip Semiconductor Lt | 1.1 | $7.4M | 263k | 28.10 | |
| Verisk Analytics (VRSK) | 1.1 | $7.3M | 215k | 34.08 | |
| Qlik Technologies | 1.1 | $7.3M | 284k | 25.87 | |
| NetApp (NTAP) | 1.0 | $6.7M | 122k | 54.96 | |
| Oracle Corporation (ORCL) | 1.0 | $6.6M | 212k | 31.30 | |
| City Tele | 1.0 | $6.6M | 447k | 14.81 | |
| Sapient Corporation | 0.9 | $6.2M | 512k | 12.10 | |
| SuccessFactors | 0.9 | $6.1M | 211k | 28.96 | |
| eHealth (EHTH) | 0.9 | $5.9M | 416k | 14.19 | |
| SemiLEDs Corporation | 0.8 | $5.6M | 193k | 29.05 | |
| Korn/Ferry International (KFY) | 0.8 | $5.3M | 228k | 23.11 | |
| Cbeyond | 0.8 | $5.2M | 341k | 15.28 | |
| JinkoSolar Holding (JKS) | 0.8 | $5.2M | 256k | 20.12 | |
| AuthenTec | 0.7 | $4.8M | 1.9M | 2.50 | |
| Advanced Energy Industries (AEIS) | 0.7 | $4.5M | 333k | 13.64 | |
| DemandTec | 0.7 | $4.5M | 416k | 10.84 | |
| MEMC Electronic Materials | 0.6 | $4.3M | 380k | 11.26 | |
| Cree | 0.6 | $3.8M | 57k | 65.89 | |
| Rda Microelectronics | 0.6 | $3.8M | 258k | 14.61 | |
| priceline.com Incorporated | 0.5 | $3.6M | 9.1k | 399.56 | |
| Camelot Information Systems | 0.5 | $3.5M | 146k | 23.92 | |
| InterNAP Network Services | 0.5 | $3.0M | 492k | 6.08 | |
| Vocus | 0.5 | $3.0M | 109k | 27.66 | |
| CurrencyShares Euro Trust | 0.4 | $2.9M | 22k | 133.09 | |
| Noah Holdings (NOAH) | 0.4 | $2.9M | 147k | 19.55 | |
| Cardtronics | 0.4 | $2.6M | 150k | 17.70 | |
| Daqo New Energy | 0.4 | $2.6M | 256k | 10.16 | |
| Ctrip.com International | 0.4 | $2.4M | 61k | 40.45 | |
| Quantum Corporation | 0.4 | $2.4M | 655k | 3.72 | |
| CurrencyShares British Pound Ster. Trst | 0.4 | $2.4M | 16k | 155.80 | |
| Polypore International | 0.3 | $2.0M | 48k | 40.72 | |
| Adept Technology | 0.3 | $1.9M | 433k | 4.50 | |
| Cascade Microtech | 0.2 | $1.4M | 333k | 4.35 | |
| iShares Russell 2000 Growth Index (IWO) | 0.2 | $1.5M | 17k | 87.41 | |
| Opnext | 0.1 | $966k | 549k | 1.76 | |
| Magma Design Automation | 0.1 | $595k | 119k | 5.01 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $289k | 2.3k | 125.65 | |
| PDF Solutions (PDFS) | 0.0 | $145k | 30k | 4.83 |
