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CIK: 0001104329
Total reported value
$1.4B
$1.4B
23 檔
64.2%
At the close of Q3 2025, Crosslink Capital Inc disclosed equity holdings valued at approximately $1.4B, spread across 23 reported holdings.
In Q3 2025, Crosslink Capital Inc displayed an active expansion posture, initiating 7 new positions and adding to 7 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including CHYM, LRCX, MELI) accounted for 64.2% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CHYM | Chime Financial Inc-cl A | Stock-Other | 42.91% | -8.39% | — | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 7.43% | +3.57% | -6.45% | |
| 3 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 4.59% | -0.74% | +8.33% | |
| 4 | P | Everpure Inc-a | Stock-Tech | 4.39% | -0.76% | EXIT | |
| 5 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 3.92% | -0.86% | +8.35% | |
| 6 | NTNX | Nutanix Inc - A | Stock-Tech | 3.92% | -0.24% | -13.45% | |
| 7 | PENG | Penguin Solutions Inc | Stock-Other | 3.53% | — | — | |
| 8 | MU | Micron Technology Inc | Stock-Tech | 3.49% | +6.07% | -21.73% | |
| 9 | DASH | Doordash Inc - A | Stock-Consumer Disc | 3.45% | -1.14% | -16.29% | |
| 10 | WEAV | Weave Communications Inc | Stock-Other | 3.44% | -0.03% | — | |
| 11 | MNDY | monday.com Ltd. | Stock-Tech | 2.87% | — | +238.56% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.82% | -2.08% | — | |
| 13 | IIIV | I3 Verticals Inc-class A | Stock-Other | 2.21% | -0.35% | -25.09% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.08% | +0.89% | +0.06% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.75% | — | -41.38% | |
| 16 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.53% | +0.02% | +0.71% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | -0.91% | +32.34% | |
| 18 | DUOL | Duolingo | Stock-Tech | 1.09% | — | -13.48% | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.04% | — | -21.63% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.03% | -0.07% | -26.22% | |
| 21 | JAMF | Jamf Holding CORP | Stock-Other | 0.94% | — | +1.46% | |
| 22 | MRVL | Marvell Technology Inc | Stock-Tech | 0.35% | — | — | |
| 23 | NTSK | Netskope Inc-cl A | Stock-Other | 0.01% | +2.64% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MNDY | monday.com Ltd. | +1.2% | +238.56% | Add |
| 2 | DDOG | Datadog Inc - Class A | +0.3% | +0.71% | Add |
| 3 | VEEV | Veeva Systems Inc-class A | +0.3% | +8.35% | Add |
| 4 | LRCX | Lam Research CORP | -0.4% | -6.45% | Add |
| 5 | JAMF | Jamf Holding CORP | -1.2% | +1.46% | Add |
| 6 | BKNG | Booking Holdings Inc | -1.3% | -21.63% | Trim |
| 7 | PANW | Palo Alto Networks Inc | -1.6% | +0.06% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | -2% | -26.22% | Trim |
| 9 | MU | Micron Technology Inc | -2.3% | -21.73% | Trim |
| 10 | IIIV | I3 Verticals Inc-class A | -2.6% | -25.09% | Trim |
| 11 | DASH | Doordash Inc - A | -2.9% | -16.29% | Trim |
| 12 | DUOL | Duolingo | -3.3% | -13.48% | Trim |
| 13 | MELI | Mercadolibre Inc | -3.7% | +8.33% | Trim |
| 14 | META | Meta Platforms Inc-class A | -4.1% | -41.38% | Trim |
| 15 | NTNX | Nutanix Inc - A | -7% | -13.45% | Trim |
| 16 | WEAV | Weave Communications Inc | -8.7% | — | Add |
| 17 | CHYM | Chime Financial Inc-cl A | — | NEW | New buy |
| 18 | P | Everpure Inc-a | — | NEW | New buy |
| 19 | BIRD | Smartbird, Inc | — | EXIT | Sold out |
| 20 | PENG | Penguin Solutions Inc | — | NEW | New buy |
| 21 | CLBT | Cellebrite DI Ltd. | — | EXIT | Sold out |
| 22 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 23 | NVDA | Nvidia CORP | — | NEW | New buy |
| 24 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 25 | NTSK | Netskope Inc-cl A | — | NEW | New buy |
According to official SEC Form 13F filings, Crosslink Capital Inc reported a total U.S. public equity portfolio value of $1.4B across 23 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
CHYM
市值: $589.9M
Top Position Liquidated / Trimmed
BIRD
前期市值: $59.8M
During Q3 2025, Crosslink Capital Inc's top holdings by market value included CHYM (42.9%)、LRCX (7.4%)、MELI (4.6%). The largest single position, CHYM, represented 42.9% of total portfolio value.
In Q3 2025, Crosslink Capital Inc made 25 total portfolio adjustments, initiating 7 new buys, adding to 7 positions, trimming 9 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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