CIK: 0001104329
Total reported value
$1.0B
Reporting period: 2026-03-31 · Number of holdings: 21
CROSSLINK CAPITAL INC disclosed 21 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.0B and a quarterly turnover rate of 43.7%.
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Crosslink Capital INC's disclosed holdings carry a Herfindahl concentration index of 0.254 — mathematically equivalent to about 4 equally-sized positions, well below its 21 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.14), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 47% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim CHYM
-3.8% -$194.6M
Add LRCX
-14.6% $6.4M
Add NU
+86.1% $16.6M
Trim MELI
-50.5% -$32.4M
Add MU
+1.5% $9.5M
Trim P
-72.6% -$24.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CHYM | Chime Financial Inc-cl A | Stock-Other | 48.00% | -5.06% | -3.78% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 10.23% | +2.64% | -14.61% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.89% | +1.19% | +8.13% | |
| 4 | MU | Micron Technology INC | Stock-Tech | 5.54% | +1.89% | +1.46% | |
| 5 | NU | Nu Holdings Ltd. | Stock-Financials | 4.33% | +2.19% | +86.07% | |
| 6 | DDOG | Datadog INC - Class A | Stock-Tech | 2.53% | +1.56% | +137.88% | |
| 7 | CRM | Salesforce INC | Stock-Tech | 2.49% | +2.49% | NEW | |
| 8 | DASH | Doordash INC - A | Stock-Consumer Disc | 2.48% | -0.08% | +15.89% | |
| 9 | NTNX | Nutanix INC - A | Stock-Tech | 2.47% | -0.54% | -11.49% | |
| 10 | MELI | Mercadolibre INC | Stock-Consumer Disc | 2.34% | -2.02% | -50.49% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | +2.15% | NEW | |
| 12 | IIIV | I3 Verticals Inc-class A | Stock-Other | 2.11% | +0.25% | +1.55% | |
| 13 | WEAV | Weave Communications INC | Stock-Other | 1.92% | -0.22% | +16.80% | |
| 14 | PANW | Palo Alto Networks INC | Stock-Tech | 1.53% | -0.34% | -25.30% | |
| 15 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.41% | -0.79% | -35.67% | |
| 16 | APPF | Appfolio INC - A | Stock-Tech | 1.10% | +0.65% | +185.67% | |
| 17 | FIG | Figma Inc-cl A | Stock-Other | 1.07% | +1.07% | NEW | |
| 18 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.87% | +0.25% | +32.18% | |
| 19 | P | Everpure Inc-a | Stock-Tech | 0.76% | -1.75% | -72.63% | |
| 20 | NOW | Servicenow INC | Stock-Tech | 0.69% | +0.69% | NEW | |
| 21 | NTSK | Netskope Inc-cl A | Stock-Other | 0.06% | +0.06% | NEW |
Performance for Q3 2026
+13.3%
Performance Last 4 Quarters
+11.2%
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 21 | $1.0B | 44 | |
| 2025-12-31 | 20 | $1.3B | 31 | |
| 2025-09-30 | 23 | $1.4B | 70 | |
| 2025-06-30 | 21 | $1.8B | 0 | |
| 2025-03-31 | 18 | $643.0M | 100 | |
| 2024-12-31 | 19 | $718.9M | 0 | |
| 2024-09-30 | 19 | $744.7M | 0 | |
| 2024-06-30 | 19 | $716.2M | 0 | |
| 2024-03-31 | 18 | $702.1M | 0 | |
| 2023-12-31 | 18 | $673.5M | 0 | |
| 2023-09-30 | 19 | $529.9M | 0 | |
| 2023-06-30 | 18 | $605.0M | 0 | |
| 2023-03-31 | 17 | $492.6M | 0 | |
| 2022-12-31 | 18 | $414.7M | 0 | |
| 2022-09-30 | 19 | $391.1M | 0 | |
| 2022-06-30 | 18 | $345.8M | 0 | |
| 2022-03-31 | 22 | $530.9M | 0 | |
| 2021-12-31 | 20 | $632.5M | 0 | |
| 2021-09-30 | 20 | $553.9M | 0 | |
| 2021-06-30 | 19 | $605.0M | 20 | |
| 2021-03-31 | 22 | $553.8M | 23 | |
| 2020-12-31 | 23 | $653.7M | 49 | |
| 2020-09-30 | 25 | $468.8M | 32 | |
| 2020-06-30 | 25 | $484.9M | 52 | |
| 2020-03-31 | 26 | $347.4M | 41 | |
| 2019-12-31 | 25 | $440.1M | 40 | |
| 2019-09-30 | 23 | $386.0M | 52 | |
| 2019-06-30 | 26 | $439.0M | 52 | |
| 2019-03-31 | 25 | $403.6M | 60 | |
| 2018-12-31 | 24 | $354.3M | 41 | |
| 2018-09-30 | 30 | $397.2M | 49 | |
| 2018-06-30 | 29 | $399.3M | 59 | |
| 2018-03-31 | 25 | $498.5M | 67 | |
| 2017-12-31 | 30 | $520.3M | 71 | |
| 2017-09-30 | 30 | $589.1M | 28 | |
| 2017-06-30 | 30 | $617.6M | 34 | |
| 2017-03-31 | 29 | $624.4M | 69 | |
| 2016-12-31 | 33 | $624.0M | 51 | |
| 2016-09-30 | 33 | $554.7M | 55 | |
| 2016-06-30 | 31 | $555.9M | 47 | |
| 2016-03-31 | 43 | $602.3M | 54 | |
| 2015-12-31 | 48 | $691.9M | 45 | |
| 2015-09-30 | 44 | $717.0M | 75 | |
| 2015-06-30 | 46 | $687.5M | 49 | |
| 2015-03-31 | 42 | $698.8M | 50 | |
| 2014-12-31 | 44 | $720.5M | 43 | |
| 2014-09-30 | 48 | $781.4M | 50 | |
| 2014-06-30 | 51 | $972.0M | 41 | |
| 2014-03-31 | 46 | $1.0B | 36 | |
| 2013-12-31 | 47 | $1.1B | 34 | |
| 2013-09-30 | 52 | $1.3B | 100 | |
| 2013-06-30 | 51 | — | 0 |
Crosslink Capital INC's most significant position changes for 2026-03-31: Sold out: Penguin Solutions INC (PENG); New buy: Salesforce INC (CRM); Sold out: monday.com Ltd. (MNDY); New buy: Nvidia CORP (NVDA); Sold out: Booking Holdings INC (BKNG).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +2.6% | -14.61% | Trim |
| 2 | NU | Nu Holdings Ltd. | +2.2% | +86.07% | Add |
| 3 | MU | Micron Technology INC | +1.9% | +1.46% | Add |
| 4 | DDOG | Datadog INC - Class A | +1.6% | +137.88% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +1.2% | +8.13% | Add |
| 6 | APPF | Appfolio INC - A | +0.7% | +185.67% | Add |
| 7 | IIIV | I3 Verticals Inc-class A | +0.3% | +1.55% | Add |
| 8 | CRWD | Crowdstrike Holdings INC - A | +0.3% | +32.18% | Add |
| 9 | DASH | Doordash INC - A | -0.1% | +15.89% | Add |
| 10 | WEAV | Weave Communications INC | -0.2% | +16.80% | Add |
| 11 | PANW | Palo Alto Networks INC | -0.3% | -25.30% | Trim |
| 12 | NTNX | Nutanix INC - A | -0.5% | -11.49% | Trim |
| 13 | VEEV | Veeva Systems Inc-class A | -0.8% | -35.67% | Trim |
| 14 | P | Everpure Inc-a | -1.8% | -72.63% | Trim |
| 15 | MELI | Mercadolibre INC | -2% | -50.49% | Trim |
| 16 | CHYM | Chime Financial Inc-cl A | -5.1% | -3.78% | Trim |
| 17 | PENG | Penguin Solutions INC | — | EXIT | Sold out |
| 18 | CRM | Salesforce INC | — | NEW | New buy |
| 19 | MNDY | monday.com Ltd. | — | EXIT | Sold out |
| 20 | NVDA | Nvidia CORP | — | NEW | New buy |
| 21 | BKNG | Booking Holdings INC | — | EXIT | Sold out |
| 22 | MRVL | Marvell Technology INC | — | EXIT | Sold out |
| 23 | FIG | Figma Inc-cl A | — | NEW | New buy |
| 24 | NOW | Servicenow INC | — | NEW | New buy |
| 25 | NTSK | Netskope Inc-cl A | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-13 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-15 | Amendment | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
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