Latest CROSSLINK CAPITAL INC Stock Portfolio

$1.02Billion | No. of Holdings #21

CROSSLINK CAPITAL INC Performance

2026 Q1-15.80%

YTD-15.80%

2025-12.44%

About CROSSLINK CAPITAL INC and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, CROSSLINK CAPITAL INC reported an equity portfolio of $1 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of CROSSLINK CAPITAL INC are , LRCX, GOOG. The fund has invested 48% of it's portfolio in CHIME FINL INC and 10.2% of portfolio in LAM RESEARCH CORP. <br><br> The fund managers got completely rid off PENGUIN SOLUTIONS INC, MONDAY COM LTD (MNDY) and BOOKING HOLDINGS INC (BKNG) stocks. They significantly reduced their stock positions in EVERPURE INC (PSTG), MERCADOLIBRE INC (MELI) and VEEVA SYS INC (VEEV). CROSSLINK CAPITAL INC opened new stock positions in SALESFORCE INC (CRM), NVIDIA CORPORATION (NVDA) and FIGMA INC. The fund showed a lot of confidence in some stocks as they added substantially to APPFOLIO INC (APPF), DATADOG INC (DDOG) and NU HLDGS LTD (NU).

CROSSLINK CAPITAL INC Equity Portfolio Value

Last Reported on: 15 May, 2026

$1.02Billion

as of May 15, 2026

CROSSLINK CAPITAL INC Annual Return Estimates Vs S&P 500

Our best estimate is that CROSSLINK CAPITAL INC made a return of -15.8% in the last quarter. In trailing 12 months, it's portfolio return was -23.14%.

Performance
S&P 500

New Buys

Ticker	$ Bought
salesforce inc	25,393,700
nvidia corporation	21,991,800
figma inc	10,937,400
servicenow inc	7,080,130
netskope inc	637,259

New stocks bought by CROSSLINK CAPITAL INC

Additions

Ticker	% Inc.
appfolio inc	185
datadog inc	137
nu hldgs ltd	86.07
crowdstrike holdings inc	32.18
weave communications inc	16.8
doordash inc	15.89
alphabet inc	8.13
i3 verticals inc	1.55

Additions to existing portfolio by CROSSLINK CAPITAL INC

Reductions

Ticker	% Reduced
everpure inc	-72.63
mercadolibre inc	-50.49
veeva sys inc	-35.67
palo alto networks inc	-25.3
lam research corp	-14.61
nutanix inc	-11.49
chime finl inc	-3.78

CROSSLINK CAPITAL INC reduced stake in above stock

Sold off

Ticker	$ Sold
penguin solutions inc	-25,669,200
monday com ltd	-23,937,900
marvell technology inc	-12,020,400
booking holdings inc	-19,889,700

CROSSLINK CAPITAL INC got rid off the above stocks

Sector Distribution

CROSSLINK CAPITAL INC has about 53.5% of it's holdings in Others sector.

Others
Technology
Communication Services
Consumer Cyclical
Healthcare

Sector	%
Others	53.5
Technology	34.4
Communication Services	8.4
Consumer Cyclical	2.3
Healthcare	1.4

Market Cap. Distribution

CROSSLINK CAPITAL INC has about 41.4% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
MEGA-CAP
LARGE-CAP
SMALL-CAP
MID-CAP

Category	%
UNALLOCATED	53.5
MEGA-CAP	23.8
LARGE-CAP	17.6
SMALL-CAP	4
MID-CAP	1.1

Stocks belong to which Index?

About 33.6% of the stocks held by CROSSLINK CAPITAL INC either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500
RUSSELL 2000

Index	%
Others	66.3
S&P 500	28.5
RUSSELL 2000	5.1

Top 5 Winners (%)		%
LRCX	lam research corp	23.0 %
MU	micron technology inc	18.2 %

Top 5 Winners ($)		$
LRCX	lam research corp	22.6 M
MU	micron technology inc	8.7 M

Top 5 Losers (%)		%
WEAV	weave communications inc	-37.4 %
DASH	doordash inc	-32.1 %
	chime finl inc	-25.1 %
NTNX	nutanix inc	-24.9 %
APPF	appfolio inc	-24.3 %

Top 5 Losers ($)		$
	chime finl inc	-172.0 M
DASH	doordash inc	-12.0 M
WEAV	weave communications inc	-11.7 M
NTNX	nutanix inc	-9.7 M
MELI	mercadolibre inc	-6.0 M

CROSSLINK CAPITAL INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CROSSLINK CAPITAL INC

CROSSLINK CAPITAL INC has 21 stocks in it's portfolio. About 86.3% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for CROSSLINK CAPITAL INC last quarter.

$1.02BTotal Value

25.00Positions

15 May, 2026Last Reported

Current holdings of Current Stock Holdings of CROSSLINK CAPITAL INC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
APPF Appfolio Inc Appfolio IncAPPF CROSSLINK CAPITAL INC's holding in Appfolio Inc over time	1.1%	71,490	$11.28M 1.1%	increased 185.67 percentadded

BKNG Booking Holdings Inc Booking Holdings IncBKNG CROSSLINK CAPITAL INC's holding in Booking Holdings Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

CRM Salesforce Inc Salesforce IncCRM CROSSLINK CAPITAL INC's holding in Salesforce Inc over time	2.48%	136,035	$25.39M 2.48%	new position

CRWD Crowdstrike Holdings Inc Crowdstrike Holdings IncCRWD CROSSLINK CAPITAL INC's holding in Crowdstrike Holdings Inc over time	0.87%	22,715	$8.87M 0.87%	increased 32.18 percentadded

DASH Doordash Inc Doordash IncDASH CROSSLINK CAPITAL INC's holding in Doordash Inc over time	2.48%	168,992	$25.37M 2.48%	increased 15.89 percentadded

DDOG Datadog Inc Datadog IncDDOG CROSSLINK CAPITAL INC's holding in Datadog Inc over time	2.53%	219,265	$25.88M 2.53%	increased 137.88 percentadded

GOOG Alphabet Inc Alphabet IncGOOG CROSSLINK CAPITAL INC's holding in Alphabet Inc over time	5.89%	209,450	$60.23M 5.89%	increased 8.13 percentadded

IIIV I3 Verticals Inc I3 Verticals IncIIIV CROSSLINK CAPITAL INC's holding in I3 Verticals Inc over time	2.11%	966,001	$21.60M 2.11%	increased 1.55 percentadded

LRCX Lam Research Corp Lam Research CorpLRCX CROSSLINK CAPITAL INC's holding in Lam Research Corp over time	10.22%	489,009	$104.48M 10.22%	decreased 14.61 percentreduced

MELI Mercadolibre Inc Mercadolibre IncMELI CROSSLINK CAPITAL INC's holding in Mercadolibre Inc over time	2.34%	13,848	$23.94M 2.34%	decreased 50.49 percentreduced

MNDY Monday Com Ltd Monday Com Ltd MNDY CROSSLINK CAPITAL INC's holding in Monday Com Ltd over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

MRVL Marvell Technology Inc Marvell Technology IncMRVL CROSSLINK CAPITAL INC's holding in Marvell Technology Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

MU Micron Technology Inc Micron Technology IncMU CROSSLINK CAPITAL INC's holding in Micron Technology Inc over time	5.54%	167,530	$56.60M 5.54%	increased 1.46 percentadded

NOW Servicenow Inc Servicenow IncNOW CROSSLINK CAPITAL INC's holding in Servicenow Inc over time	0.69%	67,720	$7.08M 0.69%	new position

NTNX Nutanix Inc Nutanix IncNTNX CROSSLINK CAPITAL INC's holding in Nutanix Inc over time	2.47%	664,911	$25.27M 2.47%	decreased 11.49 percentreduced

NU Nu Hldgs Ltd Nu Hldgs Ltd NU CROSSLINK CAPITAL INC's holding in Nu Hldgs Ltd over time	4.34%	3,082,400	$44.29M 4.34%	increased 86.07 percentadded

NVDA Nvidia Corporation Nvidia CorporationNVDA CROSSLINK CAPITAL INC's holding in Nvidia Corporation over time	2.15%	126,100	$21.99M 2.15%	new position

PANW Palo Alto Networks Inc Palo Alto Networks IncPANW CROSSLINK CAPITAL INC's holding in Palo Alto Networks Inc over time	1.53%	97,689	$15.66M 1.53%	decreased 25.3 percentreduced

PSTG Everpure Inc Everpure IncPSTG CROSSLINK CAPITAL INC's holding in Everpure Inc over time	0.76%	132,160	$7.80M 0.76%	decreased 72.63 percentreduced

VEEV Veeva Sys Inc Veeva Sys IncVEEV CROSSLINK CAPITAL INC's holding in Veeva Sys Inc over time	1.41%	81,860	$14.38M 1.41%	decreased 35.67 percentreduced