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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
-18.52%
-48.87%
612.0
Healthcare Providers & Services
NTNX
Nutanix Inc
1,003,767
70,073.0
-8.46%
10.900
-0.79%
0.380
+13.14%
+21.58%
19,939.6
Software
PENG
Penguin Solutions Inc
3,444,290
59,827.3
+9.93%
9.300
+0.84%
6.520
+44.53%
+28.04%
1,287.5
Software
MELI
MercadoLibre Inc
27,269
53,198.3
-0.02%
8.270
0%
0.050
+8.65%
+40.87%
121,442.8
Retail - Cyclical
LRCX
Lam Research Corp
691,840
50,296.8
-4.55%
7.820
-0.33%
0.050
+37.29%
+35.17%
124,202.4
Semiconductors
CLBT
Cellebrite DI Ltd
2,229,239
43,314.1
-26.24%
6.740
-2.43%
0.930
-24.93%
-33.35%
3,516.3
Software
DASH
DoorDash Inc
223,025
40,762.3
-17.40%
6.340
-1.10%
0.050
+28.49%
+43.40%
101,935.9
Retail - Cyclical
META
Meta Platforms Inc
65,069
37,503.2
-7.53%
5.830
-0.43%
0.000
+35.08%
+23.11%
1,809,410.5
Interactive Media
MU
Micron Technology Inc
427,245
37,123.3
+75.99%
5.770
+2.49%
0.040
+42.00%
+30.79%
122,913.5
Semiconductors
IIIV
i3 Verticals Inc
1,242,600
30,654.9
+14.89%
4.770
+0.62%
5.100
+14.31%
+26.56%
711.1
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
$290.13
26.97%
New holding
99,900
99,900
MU
Micron Technology Inc
2025-03-31
Add
Add
+2.49%
●
86.89 ($96.05) 109.38
$109.83
14.35%
Add 75.99%
427,245
184,485
CLBT
Cellebrite DI Ltd
2025-03-31
Reduce
Reduce
-2.43%
●
16.78 ($21.05) 26
$14.68
-30.24%
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
$261.52
14.00%
Sold Out
0
-61,534
CRWD
CrowdStrike Holdings Inc
2025-03-31
Reduce
Reduce
-2.08%
●
308.86 ($381.06) 455.36
$467.03
22.56%
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
$106.17
4.71%
Sold Out
0
-129,706
PANW
Palo Alto Networks Inc
2025-03-31
Reduce
Reduce
-1.76%
●
167.82 ($184.92) 208.28
$199.22
7.73%
Reduce -33.44%
138,611
-69,652
DUOL
Duolingo Inc
2025-03-31
Reduce
Reduce
-1.20%
●
272.49 ($342.01) 441.39
$360.75
5.48%
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
$145.00
14.92%
New holding
76,885
76,885
DASH
DoorDash Inc
2025-03-31
Reduce
Reduce
-1.10%
●
168.37 ($188.06) 213.38
$240.56
27.92%
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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