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CIK: 0001104329
Total reported value
$1.4B
$1.4B
18 檔
23.0%
In Q1 2025, Crosslink Capital Inc's U.S. equity holdings reached a combined market value of $1.4B, distributed across 18 disclosed stock positions.
Crosslink Capital Inc executed strategic sector rebalancing during Q1 2025, establishing 11 new positions while fully exiting 12 holdings and trimming 5 positions.
In terms of portfolio concentration, the top 5 core holdings (including WEAV, NTNX, BIRD) accounted for 23.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WEAV | Weave Communications Inc | Stock-Other | 12.17% | -0.03% | — | |
| 2 | NTNX | Nutanix Inc - A | Stock-Tech | 10.90% | -0.24% | -8.46% | |
| 3 | BIRD | Smartbird, Inc | Stock-Other | 9.30% | — | +9.93% | |
| 4 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 8.27% | -0.74% | -0.02% | |
| 5 | LRCX | Lam Research CORP | Stock-Tech | 7.82% | +3.57% | -4.55% | |
| 6 | CLBT | Cellebrite DI Ltd. | Stock-Other | 6.74% | — | -26.24% | |
| 7 | DASH | Doordash Inc - A | Stock-Consumer Disc | 6.34% | -1.14% | -17.40% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.83% | — | -7.53% | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 5.77% | +6.07% | +75.99% | |
| 10 | IIIV | I3 Verticals Inc-class A | Stock-Other | 4.77% | -0.35% | +14.89% | |
| 11 | DUOL | Duolingo | Stock-Tech | 4.37% | — | -22.65% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.68% | +0.89% | -33.44% | |
| 13 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 3.60% | -0.86% | — | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.01% | -0.07% | -44.36% | |
| 15 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.38% | — | +12.06% | |
| 16 | JAMF | Jamf Holding CORP | Stock-Other | 2.18% | — | -4.05% | |
| 17 | MNDY | monday.com Ltd. | Stock-Tech | 1.68% | — | +67.11% | |
| 18 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.19% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIRD | Smartbird, Inc | +4.3% | +9.93% | Add |
| 2 | IIIV | I3 Verticals Inc-class A | +3% | +14.89% | Add |
| 3 | MU | Micron Technology Inc | -1.7% | +75.99% | Trim |
| 4 | CRWD | Crowdstrike Holdings Inc - A | -2.1% | -44.36% | Trim |
| 5 | NTNX | Nutanix Inc - A | -2.6% | -8.46% | Trim |
| 6 | MELI | Mercadolibre Inc | -3.1% | -0.02% | Trim |
| 7 | PANW | Palo Alto Networks Inc | -6.6% | -33.44% | Trim |
| 8 | WEAV | Weave Communications Inc | — | NEW | New buy |
| 9 | LRCXEUR | Lam Research CORP | — | EXIT | Sold out |
| 10 | LRCX | Lam Research CORP | — | NEW | New buy |
| 11 | CVNA | Carvana Co | — | EXIT | Sold out |
| 12 | PTON | Peloton Interactive Inc-a | — | EXIT | Sold out |
| 13 | CLBT | Cellebrite DI Ltd. | — | NEW | New buy |
| 14 | DASH | Doordash Inc - A | — | NEW | New buy |
| 15 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 16 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 17 | EEFT | Euronet Worldwide Inc | — | EXIT | Sold out |
| 18 | DUOL | Duolingo | — | NEW | New buy |
| 19 | MRVL | Marvell Technology, Inc. | — | EXIT | Sold out |
| 20 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 21 | ZEN1EUR | Zendesk Inc | — | EXIT | Sold out |
| 22 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 23 | JAMF | Jamf Holding CORP | — | NEW | New buy |
| 24 | MNDY | monday.com Ltd. | — | NEW | New buy |
| 25 | COUPEUR | Coupa Software Inc | — | EXIT | Sold out |
| 26 | DDOG | Datadog Inc - Class A | — | NEW | New buy |
| 27 | ✓ | Eargo Inc | — | EXIT | Sold out |
| 28 | FEYECHF | Mandiant Inc | — | EXIT | Sold out |
| 29 | ✓ | Casper Sleep Inc | — | EXIT | Sold out |
| 30 | UBER | Uber Technologies, Inc. | — | 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 18 disclosed positions in Q1 2025.
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Top New Position Initiated
WEAV
市值: $78.3M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $50.4M
During Q1 2025, Crosslink Capital Inc's top holdings by market value included WEAV (12.2%)、NTNX (10.9%)、BIRD (9.3%). The largest single position, WEAV, represented 12.2% of total portfolio value.
In Q1 2025, Crosslink Capital Inc made 30 total portfolio adjustments, initiating 11 new buys, adding to 2 positions, trimming 5 holdings, and fully liquidating 12 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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