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CIK: 0001104329
Total reported value
$1.4B
$1.4B
20 檔
70.0%
As reported in its official Q4 2025 Form 13F filing, Crosslink Capital Inc's tracked investment portfolio stood at $1.4B with 20 total positions.
In Q4 2025, Crosslink Capital Inc adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including CHYM, LRCX, GOOGL) accounted for 70.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
NU
市值: $27.7M
Top Position Liquidated / Trimmed
META
前期市值: $24.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CHYM | Chime Financial Inc-cl A | Stock-Other | 53.06% | -8.39% | -6.95% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 7.59% | +3.57% | -24.96% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.70% | -2.08% | +21.54% | |
| 4 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 4.36% | -0.74% | +3.58% | |
| 5 | MU | Micron Technology Inc | Stock-Tech | 3.65% | +6.07% | -42.49% | |
| 6 | NTNX | Nutanix Inc - A | Stock-Tech | 3.01% | -0.24% | +3.73% | |
| 7 | DASH | Doordash Inc - A | Stock-Consumer Disc | 2.56% | -1.14% | -16.34% | |
| 8 | P | Everpure Inc-a | Stock-Tech | 2.51% | -0.76% | EXIT | |
| 9 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.20% | -0.86% | -29.72% | |
| 10 | NU | Nu Holdings Ltd. | Stock-Financials | 2.15% | -1.00% | — | |
| 11 | WEAV | Weave Communications Inc | Stock-Other | 2.14% | -0.03% | -48.62% | |
| 12 | PENG | Penguin Solutions Inc | Stock-Other | 1.99% | — | -28.99% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.87% | +0.89% | -6.72% | |
| 14 | IIIV | I3 Verticals Inc-class A | Stock-Other | 1.86% | -0.35% | +1.39% | |
| 15 | MNDY | monday.com Ltd. | Stock-Tech | 1.85% | — | -20.43% | |
| 16 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.54% | — | +39.68% | |
| 17 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.97% | +0.02% | -37.52% | |
| 18 | MRVL | Marvell Technology Inc | Stock-Tech | 0.93% | — | +148.77% | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.62% | -0.07% | -40.46% | |
| 20 | APPF | Appfolio Inc - A | Stock-Tech | 0.45% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CHYM | Chime Financial Inc-cl A | +10.2% | -6.95% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.9% | +21.54% | Add |
| 3 | MRVL | Marvell Technology Inc | +0.6% | +148.77% | Add |
| 4 | BKNG | Booking Holdings Inc | +0.5% | +39.68% | Add |
| 5 | LRCX | Lam Research CORP | +0.2% | -24.96% | Trim |
| 6 | MU | Micron Technology Inc | +0.2% | -42.49% | Trim |
| 7 | PANW | Palo Alto Networks Inc | -0.2% | -6.72% | Trim |
| 8 | MELI | Mercadolibre Inc | -0.2% | +3.58% | Add |
| 9 | IIIV | I3 Verticals Inc-class A | -0.4% | +1.39% | Add |
| 10 | CRWD | Crowdstrike Holdings Inc - A | -0.4% | -40.46% | Trim |
| 11 | DDOG | Datadog Inc - Class A | -0.6% | -37.52% | Trim |
| 12 | DASH | Doordash Inc - A | -0.9% | -16.34% | Trim |
| 13 | NTNX | Nutanix Inc - A | -0.9% | +3.73% | Add |
| 14 | MNDY | monday.com Ltd. | -1% | -20.43% | Trim |
| 15 | WEAV | Weave Communications Inc | -1.3% | -48.62% | Trim |
| 16 | PENG | Penguin Solutions Inc | -1.5% | -28.99% | Trim |
| 17 | VEEV | Veeva Systems Inc-class A | -1.7% | -29.72% | Trim |
| 18 | P | Everpure Inc-a | -1.9% | -32.96% | Trim |
| 19 | NU | Nu Holdings Ltd. | — | NEW | New buy |
| 20 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 21 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 22 | DUOL | Duolingo | — | EXIT | Sold out |
| 23 | JAMF | Jamf Holding CORP | — | EXIT | Sold out |
| 24 | APPF | Appfolio Inc - A | — | NEW | New buy |
| 25 | NTSK | Netskope Inc-cl A | — | 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 20 disclosed positions in Q4 2025.
During Q4 2025, Crosslink Capital Inc's top holdings by market value included CHYM (53.1%)、LRCX (7.6%)、GOOGL (4.7%). The largest single position, CHYM, represented 53.1% of total portfolio value.
In Q4 2025, Crosslink Capital Inc made 25 total portfolio adjustments, initiating 2 new buys, adding to 6 positions, trimming 12 holdings, and fully liquidating 5 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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