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CIK: 0001104329
Total reported value
$1.4B
$1.4B
21 檔
95.2%
As reported in its official Q2 2025 Form 13F filing, Crosslink Capital Inc's tracked investment portfolio stood at $1.4B with 21 total positions.
In Q2 2025, Crosslink Capital Inc displayed an active expansion posture, initiating 3 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CHYM | Chime Financial Inc-cl A | Stock-Other | 57.48% | -8.39% | — | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 4.52% | +3.57% | +17.92% | |
| 3 | BIRD | Smartbird, Inc | Stock-Other | 4.04% | — | +3.96% | |
| 4 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.71% | -0.74% | -8.59% | |
| 5 | NTNX | Nutanix Inc - A | Stock-Tech | 3.64% | -0.24% | -16.63% | |
| 6 | WEAV | Weave Communications Inc | Stock-Other | 3.35% | -0.03% | +0.27% | |
| 7 | DASH | Doordash Inc - A | Stock-Consumer Disc | 2.92% | -1.14% | -6.63% | |
| 8 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.74% | -0.86% | +67.28% | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 2.57% | +6.07% | -14.14% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.34% | — | -14.28% | |
| 11 | IIIV | I3 Verticals Inc-class A | Stock-Other | 1.96% | -0.35% | +0.79% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.63% | +0.89% | +1.09% | |
| 13 | P | Everpure Inc-a | Stock-Tech | 1.49% | -0.76% | EXIT | |
| 14 | DUOL | Duolingo | Stock-Tech | 1.25% | — | -40.77% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.13% | -0.07% | -28.63% | |
| 16 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.12% | +0.02% | +90.52% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.12% | — | +2.26% | |
| 18 | MNDY | monday.com Ltd. | Stock-Tech | 1.08% | — | +35.36% | |
| 19 | JAMF | Jamf Holding CORP | Stock-Other | 0.64% | — | +3.22% | |
| 20 | CLBT | Cellebrite DI Ltd. | Stock-Other | 0.63% | — | -68.75% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | -0.91% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CHYM | Chime Financial Inc-cl A | +57.5% | NEW | New buy |
| 2 | P | Everpure Inc-a | +1.5% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.6% | NEW | New buy |
| 4 | DDOG | Datadog Inc - Class A | -0.1% | +90.52% | Add |
| 5 | MNDY | monday.com Ltd. | -0.6% | +35.36% | Add |
| 6 | VEEV | Veeva Systems Inc-class A | -0.9% | +67.28% | Add |
| 7 | BKNG | Booking Holdings Inc | -1.3% | +2.26% | Add |
| 8 | JAMF | Jamf Holding CORP | -1.5% | +3.22% | Add |
| 9 | CRWD | Crowdstrike Holdings Inc - A | -1.9% | -28.63% | Trim |
| 10 | PANW | Palo Alto Networks Inc | -2.1% | +1.09% | Add |
| 11 | IIIV | I3 Verticals Inc-class A | -2.8% | +0.79% | Add |
| 12 | DUOL | Duolingo | -3.1% | -40.77% | Trim |
| 13 | MU | Micron Technology Inc | -3.2% | -14.14% | Trim |
| 14 | LRCX | Lam Research CORP | -3.3% | +17.92% | Add |
| 15 | DASH | Doordash Inc - A | -3.4% | -6.63% | Trim |
| 16 | META | Meta Platforms Inc-class A | -3.5% | -14.28% | Trim |
| 17 | MELI | Mercadolibre Inc | -4.6% | -8.59% | Trim |
| 18 | BIRD | Smartbird, Inc | -5.3% | +3.96% | Add |
| 19 | CLBT | Cellebrite DI Ltd. | -6.1% | -68.75% | Trim |
| 20 | NTNX | Nutanix Inc - A | -7.3% | -16.63% | Trim |
| 21 | WEAV | Weave Communications Inc | -8.8% | +0.27% | Add |
According to official SEC Form 13F filings, Crosslink Capital Inc reported a total U.S. public equity portfolio value of $1.4B across 21 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including CHYM, LRCX, BIRD) accounted for 95.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
CHYM
市值: $1.0B
Top Position Liquidated / Trimmed
NTNX
前期市值: $70.1M
During Q2 2025, Crosslink Capital Inc's top holdings by market value included CHYM (57.5%)、LRCX (4.5%)、BIRD (4.0%). The largest single position, CHYM, represented 57.5% of total portfolio value.
In Q2 2025, Crosslink Capital Inc made 21 total portfolio adjustments, initiating 3 new buys, adding to 10 positions, trimming 8 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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