CC

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
-37.74%
-32.04%
813.5
Healthcare Providers & Services
NTNX 		Nutanix Inc
1,003,767
70,073.0
-8.46%
10.900
-0.79%
0.380
+14.45%
+31.82%
21,506.3
Software
PENG 		Penguin Solutions Inc
3,444,290
59,827.3
+9.93%
9.300
+0.84%
6.520
-10.54%
+0.42%
1,017.5
Software
MELI 		MercadoLibre Inc
27,269
53,198.3
-0.02%
8.270
0%
0.050
+22.58%
+52.11%
131,128.3
Retail - Cyclical
LRCX 		Lam Research Corp
691,840
50,296.8
-4.55%
7.820
-0.33%
0.050
+2.77%
+17.74%
108,456.4
Semiconductors
CLBT 		Cellebrite DI Ltd
2,229,239
43,314.1
-26.24%
6.740
-2.43%
0.930
-15.80%
-21.65%
4,133.3
Software
DASH 		DoorDash Inc
223,025
40,762.3
-17.40%
6.340
-1.10%
0.050
-7.63%
+17.50%
83,519.8
Interactive Media
META 		Meta Platforms Inc
65,069
37,503.2
-7.53%
5.830
-0.43%
0.000
-12.52%
+10.07%
1,618,925.0
Interactive Media
MU 		Micron Technology Inc
427,245
37,123.3
+75.99%
5.770
+2.49%
0.040
-3.96%
+13.56%
106,672.2
Semiconductors
IIIV 		i3 Verticals Inc
1,242,600
30,654.9
+14.89%
4.770
+0.62%
5.100
-9.05%
+14.76%
644.7
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 Inc2025-03-31New Buy
+3.60%
●
210.58 ($228.51) 246.8
$241.60
5.73%
New holding
99,900
99,900
MU 		Micron Technology Inc2025-03-31Add
+2.49%
●
86.89 ($96.05) 109.38
$95.45
-0.62%
Add 75.99%
427,245
184,485
CLBT 		Cellebrite DI Ltd2025-03-31Reduce
-2.43%
●
16.78 ($21.05) 26
$17.26
-18.00%
Reduce -26.24%
2,229,239
-792,951
APPF 		AppFolio Inc2025-03-31Sold Out
-2.11%
●
206.66 ($229.4) 260.64
$212.07
-7.55%
Sold Out
0
-61,534
CRWD 		CrowdStrike Holdings Inc2025-03-31Reduce
-2.08%
●
308.86 ($381.06) 455.36
$431.84
13.33%
Reduce -44.36%
54,806
-43,700
EEFT 		Euronet Worldwide Inc2025-03-31Sold Out
-1.86%
●
94.42 ($101.39) 110.06
$109.52
8.02%
Sold Out
0
-129,706
PANW 		Palo Alto Networks Inc2025-03-31Reduce
-1.76%
●
167.82 ($184.92) 208.28
$192.90
4.32%
Reduce -33.44%
138,611
-69,652
DUOL 		Duolingo Inc2025-03-31Reduce
-1.20%
●
272.49 ($342.01) 441.39
$531.09
55.28%
Reduce -22.65%
90,567
-26,515
DDOG 		Datadog Inc2025-03-31New Buy
+1.19%
●
98.68 ($126.18) 151.89
$117.14
-7.16%
New holding
76,885
76,885
DASH 		DoorDash Inc2025-03-31Reduce
-1.10%
●
168.37 ($188.06) 213.38
$197.10
4.81%
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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