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CROSSLINK CAPITAL INC

13F
CROSSLINK CAPITAL INC
Last update 2025-05-15 18 Stocks (2 new)
Value $643.00 Mil Turnover 10 %
Countries:
Top Holdings: WEAV(12.17%)NTNX(10.90%)PENG(9.30%)MELI(8.27%)LRCX(7.82%)
Summary Stock Picks Current Portfolio
CROSSLINK CAPITAL INC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WEAV
Weave Communications Inc
7,057,813
78,271.1
0%
12.170
0%
9.390
-27.98%
-49.87%
600.0
Healthcare Providers & Services
NTNX
Nutanix Inc
1,003,767
70,073.0
-8.46%
10.900
-0.79%
0.380
+5.70%
+23.31%
20,223.8
Software
PENG
Penguin Solutions Inc
3,444,290
59,827.3
+9.93%
9.300
+0.84%
6.520
+11.91%
+5.26%
1,066.6
Software
MELI
MercadoLibre Inc
27,269
53,198.3
-0.02%
8.270
0%
0.050
+27.82%
+45.38%
125,326.4
Retail - Cyclical
LRCX
Lam Research Corp
691,840
50,296.8
-4.55%
7.820
-0.33%
0.050
+34.29%
+37.58%
126,415.2
Semiconductors
CLBT
Cellebrite DI Ltd
2,229,239
43,314.1
-26.24%
6.740
-2.43%
0.930
-23.35%
-31.00%
3,639.9
Software
DASH
DoorDash Inc
223,025
40,762.3
-17.40%
6.340
-1.10%
0.050
+26.18%
+42.35%
101,190.1
Retail - Cyclical
META
Meta Platforms Inc
65,069
37,503.2
-7.53%
5.830
-0.43%
0.000
+22.30%
+22.07%
1,794,148.5
Interactive Media
MU
Micron Technology Inc
427,245
37,123.3
+75.99%
5.770
+2.49%
0.040
+37.40%
+44.84%
136,242.3
Semiconductors
IIIV
i3 Verticals Inc
1,242,600
30,654.9
+14.89%
4.770
+0.62%
5.100
+13.81%
+24.09%
697.2
Software

CROSSLINK CAPITAL INC's Historical Top Holdings Breakdowns

CROSSLINK CAPITAL INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEEV
Veeva Systems Inc
2025-03-31
New Buy
New Buy
+3.60%
●
210.58 ($228.51) 246.8
$282.61
23.68%
New holding
99,900
99,900
MU
Micron Technology Inc
2025-03-31
Add
Add
+2.49%
●
86.89 ($96.05) 109.38
$121.74
26.75%
Add 75.99%
427,245
184,485
CLBT
Cellebrite DI Ltd
2025-03-31
Reduce
Reduce
-2.43%
●
16.78 ($21.05) 26
$15.20
-27.79%
Reduce -26.24%
2,229,239
-792,951
APPF
AppFolio Inc
2025-03-31
Sold Out
Sold Out
-2.11%
●
206.66 ($229.4) 260.64
$232.52
1.36%
Sold Out
0
-61,534
CRWD
CrowdStrike Holdings Inc
2025-03-31
Reduce
Reduce
-2.08%
●
308.86 ($381.06) 455.36
$496.10
30.19%
Reduce -44.36%
54,806
-43,700
EEFT
Euronet Worldwide Inc
2025-03-31
Sold Out
Sold Out
-1.86%
●
94.42 ($101.39) 110.06
$105.22
3.78%
Sold Out
0
-129,706
PANW
Palo Alto Networks Inc
2025-03-31
Reduce
Reduce
-1.76%
●
167.82 ($184.92) 208.28
$196.97
6.52%
Reduce -33.44%
138,611
-69,652
DUOL
Duolingo Inc
2025-03-31
Reduce
Reduce
-1.20%
●
272.49 ($342.01) 441.39
$396.86
16.04%
Reduce -22.65%
90,567
-26,515
DDOG
Datadog Inc
2025-03-31
New Buy
New Buy
+1.19%
●
98.68 ($126.18) 151.89
$135.01
7.00%
New holding
76,885
76,885
DASH
DoorDash Inc
2025-03-31
Reduce
Reduce
-1.10%
●
168.37 ($188.06) 213.38
$238.80
26.98%
Reduce -17.4%
223,025
-46,980

CROSSLINK CAPITAL INC Total Holding History ($B)

To

CROSSLINK CAPITAL INC's Asset Allocation

To

CROSSLINK CAPITAL INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CROSSLINK CAPITAL INC's Hypothetical Growth since 2025-03-31

CROSSLINK CAPITAL INC's Yearly Returns

Year Portfolio % % Excess Gain %

CROSSLINK CAPITAL INC's Holdings Heat Map

Size field:

CROSSLINK CAPITAL INC's Holdings Bubble Chart

CROSSLINK CAPITAL INC News

  • 1

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