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CIK: 0001104329
Total reported value
$1.4B
$1.4B
21 檔
55.8%
According to the latest 13F quarterly dataset, Crosslink Capital Inc managed an equity portfolio of $1.4B at the end of Q1 2026, spanning 21 distinct U.S. exchange-listed positions.
Crosslink Capital Inc executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 4 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CHYM | Chime Financial Inc-cl A | Stock-Other | 48.00% | -8.39% | -3.78% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 10.23% | +3.57% | -14.61% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.89% | -2.08% | +8.13% | |
| 4 | MU | Micron Technology Inc | Stock-Tech | 5.54% | +6.07% | +1.46% | |
| 5 | NU | Nu Holdings Ltd. | Stock-Financials | 4.33% | -1.00% | +86.07% | |
| 6 | DDOG | Datadog Inc - Class A | Stock-Tech | 2.53% | +0.02% | +137.88% | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 2.49% | -0.20% | — | |
| 8 | DASH | Doordash Inc - A | Stock-Consumer Disc | 2.48% | -1.14% | +15.89% | |
| 9 | NTNX | Nutanix Inc - A | Stock-Tech | 2.47% | -0.24% | -11.49% | |
| 10 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.34% | -0.74% | -50.49% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | -0.91% | — | |
| 12 | IIIV | I3 Verticals Inc-class A | Stock-Other | 2.11% | -0.35% | +1.55% | |
| 13 | WEAV | Weave Communications Inc | Stock-Other | 1.92% | -0.03% | +16.80% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.53% | +0.89% | -25.30% | |
| 15 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.41% | -0.86% | -35.67% | |
| 16 | APPF | Appfolio Inc - A | Stock-Tech | 1.10% | +0.01% | +185.67% | |
| 17 | FIG | Figma Inc-cl A | Stock-Other | 1.07% | -1.07% | EXIT | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.87% | -0.07% | +32.18% | |
| 19 | P | Everpure Inc-a | Stock-Tech | 0.76% | -0.76% | EXIT | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 0.69% | -0.69% | EXIT | |
| 21 | NTSK | Netskope Inc-cl A | Stock-Other | 0.06% | +2.64% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +2.6% | -14.61% | Trim |
| 2 | NU | Nu Holdings Ltd. | +2.2% | +86.07% | Add |
| 3 | MU | Micron Technology Inc | +1.9% | +1.46% | Add |
| 4 | DDOG | Datadog Inc - Class A | +1.6% | +137.88% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +1.2% | +8.13% | Add |
| 6 | APPF | Appfolio Inc - A | +0.7% | +185.67% | Add |
| 7 | IIIV | I3 Verticals Inc-class A | +0.3% | +1.55% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +32.18% | Add |
| 9 | DASH | Doordash Inc - A | -0.1% | +15.89% | Add |
| 10 | WEAV | Weave Communications Inc | -0.2% | +16.80% | Add |
| 11 | PANW | Palo Alto Networks Inc | -0.3% | -25.30% | Trim |
| 12 | NTNX | Nutanix Inc - A | -0.5% | -11.49% | Trim |
| 13 | VEEV | Veeva Systems Inc-class A | -0.8% | -35.67% | Trim |
| 14 | P | Everpure Inc-a | -1.8% | -72.63% | Trim |
| 15 | MELI | Mercadolibre Inc | -2% | -50.49% | Trim |
| 16 | CHYM | Chime Financial Inc-cl A | -5.1% | -3.78% | Trim |
| 17 | PENG | Penguin Solutions Inc | — | EXIT | Sold out |
| 18 | CRM | Salesforce Inc | — | NEW | New buy |
| 19 | MNDY | monday.com Ltd. | — | EXIT | Sold out |
| 20 | NVDA | Nvidia CORP | — | NEW | New buy |
| 21 | BKNG | Booking Holdings Inc | — | EXIT | Sold out |
| 22 | MRVL | Marvell Technology Inc | — | EXIT | Sold out |
| 23 | FIG | Figma Inc-cl A | — | NEW | New buy |
| 24 | NOW | Servicenow 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 21 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CHYM, LRCX, GOOGL) accounted for 55.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
CRM
市值: $25.4M
Top Position Liquidated / Trimmed
PENG
前期市值: $25.7M
During Q1 2026, Crosslink Capital Inc's top holdings by market value included CHYM (48.0%)、LRCX (10.2%)、GOOGL (5.9%). The largest single position, CHYM, represented 48.0% of total portfolio value.
In Q1 2026, Crosslink Capital Inc made 25 total portfolio adjustments, initiating 5 new buys, adding to 9 positions, trimming 7 holdings, and fully liquidating 4 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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