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CIK: 0001104329
Total reported value
$1.4B
$1.4B
18 檔
25.1%
The Q1 2024 SEC filing reveals that Crosslink Capital Inc held a total portfolio value of $1.4B, covering 18 public equity positions.
During Q1 2024, Crosslink Capital Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including WEAV, META, NTNX) accounted for 25.1% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WEAV | Weave Communications Inc | Stock-Other | 15.73% | -0.03% | — | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.39% | — | +2.67% | |
| 3 | NTNX | Nutanix Inc - A | Stock-Tech | 8.99% | -0.24% | -4.21% | |
| 4 | LRCXEUR | Lam Research CORP | Stock-Tech | 7.61% | — | -24.19% | |
| 5 | PANW | Palo Alto Networks Inc | Stock-Tech | 6.62% | +0.89% | -21.74% | |
| 6 | DASH | Doordash Inc - A | Stock-Consumer Disc | 6.59% | -1.14% | -18.09% | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 6.47% | -0.20% | -27.59% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 5.74% | -0.07% | -24.21% | |
| 9 | CLBT | Cellebrite DI Ltd. | Stock-Other | 5.67% | — | +10.94% | |
| 10 | BIRD | Smartbird, Inc | Stock-Other | 4.72% | — | +15.69% | |
| 11 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 4.61% | -0.74% | +77.69% | |
| 12 | IIIV | I3 Verticals Inc-class A | Stock-Other | 4.24% | -0.35% | +0.80% | |
| 13 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 4.23% | — | -8.57% | |
| 14 | EEFT | Euronet Worldwide Inc | Stock-Tech | 3.18% | — | -30.98% | |
| 15 | EQIX | Equinix Inc | Stock-Real Estate | 2.24% | — | +7.84% | |
| 16 | JAMF | Jamf Holding CORP | Stock-Other | 1.94% | — | -34.48% | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 1.57% | — | -18.50% | |
| 18 | GTM | Zoominfo Technologies Inc | Stock-Tech | 0.46% | — | — |
According to official SEC Form 13F filings, Crosslink Capital Inc reported a total U.S. public equity portfolio value of $1.4B across 18 disclosed positions in Q1 2024.
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During Q1 2024, Crosslink Capital Inc's top holdings by market value included WEAV (15.7%)、META (9.4%)、NTNX (9.0%). The largest single position, WEAV, represented 15.7% of total portfolio value.
In Q1 2024, Crosslink Capital Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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