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CIK: 0001104329
Total reported value
$1.4B
$1.4B
19 檔
26.3%
During the Q3 2024 filing period, Crosslink Capital Inc (CIK: 0001104329) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 19 reported positions.
In Q3 2024, Crosslink Capital Inc adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WEAV | Weave Communications Inc | Stock-Other | 16.58% | -0.03% | — | |
| 2 | NTNX | Nutanix Inc - A | Stock-Tech | 9.28% | -0.24% | -11.79% | |
| 3 | CLBT | Cellebrite DI Ltd. | Stock-Other | 7.89% | — | -2.77% | |
| 4 | BIRD | Smartbird, Inc | Stock-Other | 7.07% | — | +17.37% | |
| 5 | DUOL | Duolingo | Stock-Tech | 7.07% | — | +6.61% | |
| 6 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 6.62% | -0.74% | +3.49% | |
| 7 | DASH | Doordash Inc - A | Stock-Consumer Disc | 6.23% | -1.14% | +2.73% | |
| 8 | LRCXEUR | Lam Research CORP | Stock-Tech | 6.04% | — | -0.74% | |
| 9 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 5.76% | -0.07% | +69.50% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.68% | — | -15.46% | |
| 11 | PANW | Palo Alto Networks Inc | Stock-Tech | 5.22% | +0.89% | -16.75% | |
| 12 | IIIV | I3 Verticals Inc-class A | Stock-Other | 3.52% | -0.35% | -3.88% | |
| 13 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.10% | — | -31.63% | |
| 14 | MU | Micron Technology Inc | Stock-Tech | 3.04% | +6.07% | — | |
| 15 | EQIX | Equinix Inc | Stock-Real Estate | 1.92% | — | -41.26% | |
| 16 | JAMF | Jamf Holding CORP | Stock-Other | 1.84% | — | +15.33% | |
| 17 | EEFT | Euronet Worldwide Inc | Stock-Tech | 1.78% | — | -22.76% | |
| 18 | GTM | Zoominfo Technologies Inc | Stock-Tech | 0.78% | — | -31.83% | |
| 19 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.58% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WEAV | Weave Communications Inc | +4.4% | — | Unchanged |
| 2 | MU | Micron Technology Inc | +3% | NEW | New buy |
| 3 | DUOL | Duolingo | +2% | +6.61% | Add |
| 4 | CLBT | Cellebrite DI Ltd. | +1.9% | -2.77% | Trim |
| 5 | DASH | Doordash Inc - A | +1.4% | +2.73% | Add |
| 6 | MELI | Mercadolibre Inc | +1.3% | +3.49% | Add |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.9% | +69.50% | Add |
| 8 | AXON | Axon Enterprise Inc | +0.6% | NEW | New buy |
| 9 | JAMF | Jamf Holding CORP | +0.3% | +15.33% | Add |
| 10 | BIRD | Smartbird, Inc | +0.2% | +17.37% | Add |
| 11 | IIIV | I3 Verticals Inc-class A | -0.4% | -3.88% | Trim |
| 12 | META | Meta Platforms Inc-class A | -0.5% | -15.46% | Trim |
| 13 | GTM | Zoominfo Technologies Inc | -0.7% | -31.83% | Trim |
| 14 | EEFT | Euronet Worldwide Inc | -0.7% | -22.76% | Trim |
| 15 | EQIX | Equinix Inc | -1% | -41.26% | Trim |
| 16 | NTNX | Nutanix Inc - A | -1.2% | -11.79% | Trim |
| 17 | PANW | Palo Alto Networks Inc | -1.3% | -16.75% | Trim |
| 18 | BKNG | Booking Holdings Inc | -1.3% | -31.63% | Trim |
| 19 | TXN | Texas Instruments Inc | -2.2% | EXIT | Sold out |
| 20 | LRCXEUR | Lam Research CORP | -2.2% | -0.74% | Trim |
| 21 | CRM | Salesforce Inc | -4.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Crosslink Capital Inc reported a total U.S. public equity portfolio value of $1.4B across 19 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including WEAV, NTNX, CLBT) accounted for 26.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
MU
市值: $22.6M
Top Position Liquidated / Trimmed
CRM
前期市值: $32.9M
During Q3 2024, Crosslink Capital Inc's top holdings by market value included WEAV (16.6%)、NTNX (9.3%)、CLBT (7.9%). The largest single position, WEAV, represented 16.6% of total portfolio value.
In Q3 2024, Crosslink Capital Inc made 20 total portfolio adjustments, initiating 2 new buys, adding to 6 positions, trimming 10 holdings, and fully liquidating 2 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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