Crosslink Capital INC

Concentrated strategySector-focusedMomentum follower

Total reported value

$1.0B

Reporting period: 2026-03-31 · Number of holdings: 21

CROSSLINK CAPITAL INC disclosed 21 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.0B and a quarterly turnover rate of 43.7%.

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Personality snowflake

Concentration: 100
Portfolio Stability: 43.72
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 42
Sizing Uniformity: 78.64

Recent moves

Trim CHYM
-3.8%　-$194.6M
Add LRCX
-14.6%　$6.4M
Add NU
+86.1%　$16.6M
Trim MELI
-50.5%　-$32.4M
Add MU
+1.5%　$9.5M
Trim P
-72.6%　-$24.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CHYM	Chime Financial Inc-cl A	Stock-Other	48.00%	-5.06%	-3.78%
2	LRCX	Lam Research CORP	Stock-Tech	10.23%	+2.64%	-14.61%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	5.89%	+1.19%	+8.13%
4	MU	Micron Technology INC	Stock-Tech	5.54%	+1.89%	+1.46%
5	NU	Nu Holdings Ltd.	Stock-Financials	4.33%	+2.19%	+86.07%
6	DDOG	Datadog INC - Class A	Stock-Tech	2.53%	+1.56%	+137.88%
7	CRM	Salesforce INC	Stock-Tech	2.49%	+2.49%	NEW
8	DASH	Doordash INC - A	Stock-Consumer Disc	2.48%	-0.08%	+15.89%
9	NTNX	Nutanix INC - A	Stock-Tech	2.47%	-0.54%	-11.49%
10	MELI	Mercadolibre INC	Stock-Consumer Disc	2.34%	-2.02%	-50.49%
11	NVDA	Nvidia CORP	Stock-Tech	2.15%	+2.15%	NEW
12	IIIV	I3 Verticals Inc-class A	Stock-Other	2.11%	+0.25%	+1.55%
13	WEAV	Weave Communications INC	Stock-Other	1.92%	-0.22%	+16.80%
14	PANW	Palo Alto Networks INC	Stock-Tech	1.53%	-0.34%	-25.30%
15	VEEV	Veeva Systems Inc-class A	Stock-Healthcare	1.41%	-0.79%	-35.67%
16	APPF	Appfolio INC - A	Stock-Tech	1.10%	+0.65%	+185.67%
17	FIG	Figma Inc-cl A	Stock-Other	1.07%	+1.07%	NEW
18	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.87%	+0.25%	+32.18%
19	P	Everpure Inc-a	Stock-Tech	0.76%	-1.75%	-72.63%
20	NOW	Servicenow INC	Stock-Tech	0.69%	+0.69%	NEW
21	NTSK	Netskope Inc-cl A	Stock-Other	0.06%	+0.06%	NEW

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	21	$1.0B	44	1CHYM 2LRCX 3GOOGL Top holdings2026-03-31 1.CHYM 2.LRCX 3.GOOGL 4.MU 5.NU 6.DDOG 7.CRM 8.DASH 9.NTNX 10.MELI
2025-12-31	20	$1.3B	31	1CHYM 2LRCX 3GOOGL Top holdings2025-12-31 1.CHYM 2.LRCX 3.GOOGL 4.MELI 5.MU 6.NTNX 7.DASH 8.P 9.VEEV 10.NU
2025-09-30	23	$1.4B	70	1CHYM 2LRCX 3MELI Top holdings2025-09-30 1.CHYM 2.LRCX 3.MELI 4.P 5.VEEV 6.NTNX 7.PENG 8.MU 9.DASH 10.WEAV
2025-06-30	21	$1.8B	0	1CHYM 2LRCX 3BIRD Top holdings2025-06-30 1.CHYM 2.LRCX 3.BIRD 4.MELI 5.NTNX 6.WEAV 7.DASH 8.VEEV 9.MU 10.META
2025-03-31	18	$643.0M	100	1WEAV 2NTNX 3BIRD Top holdings2025-03-31 1.WEAV 2.NTNX 3.BIRD 4.MELI 5.LRCX 6.CLBT 7.DASH 8.META 9.MU 10.IIIV
2024-12-31	19	$718.9M	0	1WEAV 2NTNX 3CLBT Top holdings2024-12-31 1.WEAV 2.NTNX 3.CLBT 4.BIRD 5.LRCX 6.MELI 7.DASH 8.META 9.DUOL 10.PANW
2024-09-30	19	$744.7M	0	1WEAV 2NTNX 3CLBT Top holdings2024-09-30 1.WEAV 2.NTNX 3.CLBT 4.BIRD 5.DUOL 6.MELI 7.DASH 8.LRCXEUR 9.CRWD 10.META
2024-06-30	19	$716.2M	0	1WEAV 2NTNX 3LRCXEUR Top holdings2024-06-30 1.WEAV 2.NTNX 3.LRCXEUR 4.BIRD 5.PANW 6.META 7.CLBT 8.MELI 9.DUOL 10.CRWD
2024-03-31	18	$702.1M	0	1WEAV 2META 3NTNX Top holdings2024-03-31 1.WEAV 2.META 3.NTNX 4.LRCXEUR 5.PANW 6.DASH 7.CRM 8.CRWD 9.CLBT 10.BIRD
2023-12-31	18	$673.5M	0	1WEAV 2PANW 3LRCXEUR Top holdings2023-12-31 1.WEAV 2.PANW 3.LRCXEUR 4.CRM 5.NTNX 6.META 7.CRWD 8.DASH 9.BKNG 10.EEFT
2023-09-30	19	$529.9M	0	1WEAV 2PANW 3LRCXEUR Top holdings2023-09-30 1.WEAV 2.PANW 3.LRCXEUR 4.META 5.NTNX 6.CRWD 7.BIRD 8.IIIV 9.DASH 10.CLBT
2023-06-30	18	$605.0M	0	1WEAV 2PANW 3BIRD Top holdings2023-06-30 1.WEAV 2.PANW 3.BIRD 4.META 5.LRCXEUR 6.MELI 7.CRM 8.CRWD 9.NTNX 10.IIIV
2023-03-31	17	$492.6M	0	1PANW 2WEAV 3MELI Top holdings2023-03-31 1.PANW 2.WEAV 3.MELI 4.LRCXEUR 5.META 6.CRWD 7.CRM 8.BIRD 9.NTNX 10.IIIV
2022-12-31	18	$414.7M	0	1WEAV 2PANW 3MELI Top holdings2022-12-31 1.WEAV 2.PANW 3.MELI 4.LRCXEUR 5.NTNX 6.COUPEUR 7.IIIV 8.EEFT 9.BIRD 10.CRWD
2022-09-30	19	$391.1M	0	1WEAV 2PANW 3NTNX Top holdings2022-09-30 1.WEAV 2.PANW 3.NTNX 4.COUPEUR 5.MELI 6.LRCXEUR 7.CRWD 8.BIRD 9.CRM 10.IIIV
2022-06-30	18	$345.8M	0	1PANW 2LRCXEUR 3COUPEUR Top holdings2022-06-30 1.PANW 2.LRCXEUR 3.COUPEUR 4.NTNX 5.WEAV 6.BIRD 7.MELI 8.CRM 9.CRWD 10.IIIV
2022-03-31	22	$530.9M	0	1PANW 2WEAV 3MELI Top holdings2022-03-31 1.PANW 2.WEAV 3.MELI 4.COUPEUR 5.NTNX 6.BIRD 7.LRCXEUR 8.ZEN1EUR 9.CRWD 10.MU
2021-12-31	20	$632.5M	0	1UBER 2PANW 3NTNX Top holdings2021-12-31 1.UBER 2.PANW 3.NTNX 4.MELI 5.BIRD 6.LRCXEUR 7.CRM 8.ZEN1EUR 9.CVNA 10.49926T
2021-09-30	20	$553.9M	0	1NTNX 2PANW 3MELI Top holdings2021-09-30 1.NTNX 2.PANW 3.MELI 4.CRM 5.LRCXEUR 6.CVNA 7.BIRD 8.MU 9.ZEN1EUR 10.CLBT
2021-06-30	19	$605.0M	20	1NTNX 2MELI 3PANW Top holdings2021-06-30 1.NTNX 2.MELI 3.PANW 4.LRCXEUR 5.CVNA 6.PTON 7.MU 8.CRM 9.CRWD 10.BIRD
2021-03-31	22	$553.8M	23	1MELI 2LRCXEUR 3NTNX Top holdings2021-03-31 1.MELI 2.LRCXEUR 3.NTNX 4.PANW 5.CVNA 6.MU 7.PTON 8.BIRD 9.EEFT 10.MRVL
2020-12-31	23	$653.7M	49	1MELI 2PANW 3CVNA Top holdings2020-12-31 1.MELI 2.PANW 3.CVNA 4.NTNX 5.LRCXEUR 6.MU 7.PYPL 8.PTON 9.CRWD 10.BIRD
2020-09-30	25	$468.8M	32	1CVNA 2MELI 3PANW Top holdings2020-09-30 1.CVNA 2.MELI 3.PANW 4.LRCXEUR 5.PTON 6.PYPL 7.NTNX 8.FIS 9.CRM 10.BIRD
2020-06-30	25	$484.9M	52	1COUPEUR 2MELI 3CVNA Top holdings2020-06-30 1.COUPEUR 2.MELI 3.CVNA 4.PYPL 5.NTNX 6.PANW 7.LRCXEUR 8.PTON 9.FIS 10.CRM
2020-03-31	26	$347.4M	41	1COUPEUR 2CRM 3FIS Top holdings2020-03-31 1.COUPEUR 2.CRM 3.FIS 4.MELI 5.PANW 6.CVNA 7.NTNX 8.EEFT 9.BIRD 10.LRCXEUR
2019-12-31	25	$440.1M	40	1COUPEUR 2MELI 3PANW Top holdings2019-12-31 1.COUPEUR 2.MELI 3.PANW 4.CRM 5.FIS 6.EEFT 7.CVNA 8.NTNX 9.LRCXEUR 10.PFPT
2019-09-30	23	$386.0M	52	1COUPEUR 2PANW 3CRM Top holdings2019-09-30 1.COUPEUR 2.PANW 3.CRM 4.MELI 5.FIS 6.SIRI 7.EEFT 8.CVNA 9.PFPT 10.LRCXEUR
2019-06-30	26	$439.0M	52	1COUPEUR 2DATA 3MELI Top holdings2019-06-30 1.COUPEUR 2.DATA 3.MELI 4.92210H 5.EEFT 6.PANW 7.SIRI 8.CVNA 9.TLND 10.PYPL
2019-03-31	25	$403.6M	60	1COUPEUR 2MELI 3SIRIEUR Top holdings2019-03-31 1.COUPEUR 2.MELI 3.SIRIEUR 4.92210H 5.EEFT 6.PANW 7.TLND 8.SYMCEUR 9.CVNA 10.DATA
2018-12-31	24	$354.3M	41	16983542COUPEUR 3PANW Top holdings2018-12-31 1.698354 2.COUPEUR 3.PANW 4.SYMCEUR 5.TLND 6.MELI 7.EEFT 8.92210H 9.BOX 10.CRM
2018-09-30	30	$397.2M	49	16983542COUPEUR 3PANW Top holdings2018-09-30 1.698354 2.COUPEUR 3.PANW 4.TLND 5.META 6.92210H 7.EEFT 8.PYPL 9.SYMCEUR 10.CRM
2018-06-30	29	$399.3M	59	12266L126983543PANW Top holdings2018-06-30 1.2266L1 2.698354 3.PANW 4.TLND 5.META 6.CRM 7.92210H 8.EEFT 9.MELI 10.PYPL
2018-03-31	25	$498.5M	67	12266L12PANW 3BOX Top holdings2018-03-31 1.2266L1 2.PANW 3.BOX 4.MELI 5.LRCXEUR 6.698354 7.ORCL 8.EEFT 9.92210H 10.TLND
2017-12-31	30	$520.3M	71	12266L12PANW 3AVGO Top holdings2017-12-31 1.2266L1 2.PANW 3.AVGO 4.698354 5.EXPE 6.BOX 7.ORCL 8.ZEN1EUR 9.CONE1EUR 10.AMAT
2017-09-30	30	$589.1M	28	1COUPEUR26983543PANW Top holdings2017-09-30 1.COUPEUR 2.698354 3.PANW 4.AVGO 5.EXPE 6.CARBUSD 7.META 8.BOX 9.ORCL 10.ZEN1EUR
2017-06-30	30	$617.6M	34	1COUPEUR26983543CARBUSD Top holdings2017-06-30 1.COUPEUR 2.698354 3.CARBUSD 4.AVGO 5.PANW 6.EXPE 7.BOX 8.META 9.ORCL 10.N47279
2017-03-31	29	$624.4M	69	1COUPEUR26983543EXPE Top holdings2017-03-31 1.COUPEUR 2.698354 3.EXPE 4.AVGO 5.AMZN 6.PANW 7.CARBUSD 8.CRM 9.N47279 10.EEFT
2016-12-31	33	$624.0M	51	12266L126983543YELP Top holdings2016-12-31 1.2266L1 2.698354 3.YELP 4.EXPE 5.AVGO 6.BFH 7.AMZN 8.LRCXEUR 9.CARBUSD 10.CRM
2016-09-30	33	$554.7M	55	16983542CARBUSD 3BFH Top holdings2016-09-30 1.698354 2.CARBUSD 3.BFH 4.ZG 5.AMZN 6.EXPE 7.AVGO 8.PANW 9.LRCXEUR 10.SBAC
2016-06-30	31	$555.9M	47	16983542EXPE 3SBAC Top holdings2016-06-30 1.698354 2.EXPE 3.SBAC 4.ZG 5.BFH 6.AVGO 7.LRCXEUR 8.CARBUSD 9.53224V 10.CLGX
2016-03-31	43	$602.3M	54	16983542WDAY 3PANW Top holdings2016-03-31 1.698354 2.WDAY 3.PANW 4.META 5.SBAC 6.AVGO 7.EXPE 8.SYNA 9.GOOGL 10.ZEN1EUR
2015-12-31	48	$691.9M	45	16983542EXPE 3META Top holdings2015-12-31 1.698354 2.EXPE 3.META 4.WDAY 5.BFH 6.Y0486S 7.SYNA 8.SBAC 9.PANW 10.ZEN1EUR
2015-09-30	44	$717.0M	75	16983542EXPE 3SYNA Top holdings2015-09-30 1.698354 2.EXPE 3.SYNA 4.META 5.BFH 6.PANW 7.AVGO 8.AMZN 9.CLGX 10.014133
2015-06-30	46	$687.5M	49	16983542SYNA 3META Top holdings2015-06-30 1.698354 2.SYNA 3.META 4.EXPE 5.CVLT 6.CARBUSD 7.ADSK 8.AVGO 9.EBAY 10.PANW
2015-03-31	42	$698.8M	50	16983542SYNA 3META Top holdings2015-03-31 1.698354 2.SYNA 3.META 4.CARBUSD 5.WDAY 6.PANW 7.CSGP 8.EXPE 9.AVGO 10.BFH
2014-12-31	44	$720.5M	43	16983542SYNA 3META Top holdings2014-12-31 1.698354 2.SYNA 3.META 4.CARBUSD 5.CSGP 6.AVGO 7.PANW 8.92210H 9.WDAY 10.BFH
2014-09-30	48	$781.4M	50	16983542SYNA 3META Top holdings2014-09-30 1.698354 2.SYNA 3.META 4.AVGO 5.PANW 6.WDAY 7.53578A 8.BFH 9.CSGP 10.014133
2014-06-30	51	$972.0M	41	16983542SYNA 3META Top holdings2014-06-30 1.698354 2.SYNA 3.META 4.BFH 5.PANW 6.014133 7.AVGO 8.V 9.56804T 10.NOW
2014-03-31	46	$1.0B	36	16983542META 3WDAY Top holdings2014-03-31 1.698354 2.META 3.WDAY 4.AVGO 5.741503 6.AMZN 7.QCOM 8.V 9.53224V 10.014133
2013-12-31	47	$1.1B	34	16983542CRM 3V Top holdings2013-12-31 1.698354 2.CRM 3.V 4.AMZN 5.META 6.014133 7.53224V 8.741503 9.BFH 10.AVGO
2013-09-30	52	$1.3B	100	16983542META 3CRM Top holdings2013-09-30 1.698354 2.META 3.CRM 4.53578A 5.AMZN 6.V 7.741503 8.53224V 9.CARBUSD 10.BFH
2013-06-30	51	—	0

Holding changes this quarter

Crosslink Capital INC's most significant position changes for 2026-03-31: Sold out: Penguin Solutions INC (PENG); New buy: Salesforce INC (CRM); Sold out: monday.com Ltd. (MNDY); New buy: Nvidia CORP (NVDA); Sold out: Booking Holdings INC (BKNG).

Position changes disclosed by Crosslink Capital INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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

FAQ

What is Crosslink Capital INC and what type of investor is it?

Crosslink Capital INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.0B, spread across 21 disclosed positions.

What are Crosslink Capital INC's largest equity positions?

Based on the latest 13F filing, Crosslink Capital INC's top holdings by market value are: 1. Chime Financial Inc-cl A (CHYM) — $490.5M (48.0%) 2. Lam Research CORP (LRCX) — $104.5M (10.2%) 3. Alphabet Inc-cl A (GOOGL) — $60.2M (5.9%) 4. Micron Technology INC (MU) — $56.6M (5.5%) 5. Nu Holdings Ltd. (NU) — $44.3M (4.3%)

What changes did Crosslink Capital INC make in its most recent portfolio filing?

In the latest reported quarter, Crosslink Capital INC made 25 notable position adjustments: 5 new positions were initiated, 9 existing holdings were added to, 7 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Penguin Solutions INC (PENG); New buy: Salesforce INC (CRM); Sold out: monday.com Ltd. (MNDY); New buy: Nvidia CORP (NVDA); Sold out: Booking Holdings INC (BKNG)

What sectors does Crosslink Capital INC focus on?

Crosslink Capital INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 64.8% • Communication Services: 12.6% • Consumer Discretionary: 10.3% • Financials: 9.3% • Health Care: 3.0%