Latest CROSSLINK CAPITAL INC Stock Portfolio

$1.35Billion | No. of Holdings #22

CROSSLINK CAPITAL INC Performance

2026 Q2+10.38%

YTD-7.06%

2025-12.44%

About CROSSLINK CAPITAL INC and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, CROSSLINK CAPITAL INC reported an equity portfolio of $1.4 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of CROSSLINK CAPITAL INC are , LRCX, MU. The fund has invested 39.6% of it's portfolio in CHIME FINL INC and 13.8% of portfolio in LAM RESEARCH CORP. <br><br> The fund managers got completely rid off FIGMA INC, EVERPURE INC (PSTG) and SERVICENOW INC (NOW) stocks. They significantly reduced their stock positions in VEEVA SYS INC (VEEV), DOORDASH INC (DASH) and DATADOG INC (DDOG). CROSSLINK CAPITAL INC opened new stock positions in CEREBRAS SYSTEMS INC, ZSCALER INC (ZS) and CREDO TECHNOLOGY GROUP HOLDI (CRDO). The fund showed a lot of confidence in some stocks as they added substantially to NETSKOPE INC, SALESFORCE INC (CRM) and APPFOLIO INC (APPF).

CROSSLINK CAPITAL INC Equity Portfolio Value

Last Reported on: 14 Aug, 2026

$1.35Billion

as of Aug 14, 2026

CROSSLINK CAPITAL INC Annual Return Estimates Vs S&P 500

Our best estimate is that CROSSLINK CAPITAL INC made a return of 10.38% in the last quarter. In trailing 12 months, it's portfolio return was -19.91%.

Performance
S&P 500

New Buys

Ticker	$ Bought
cerebras systems inc	28,828,300
zscaler inc	15,326,600
credo technology group holdi	14,263,800
coherent corp	13,845,900

New stocks bought by CROSSLINK CAPITAL INC

Additions

Ticker	% Inc.
netskope inc	4,357
salesforce inc	1,626
appfolio inc	30.56
i3 verticals inc	15.73
nu hldgs ltd	9.77
weave communications inc	0.6

Additions to existing portfolio by CROSSLINK CAPITAL INC

Reductions

Ticker	% Reduced
veeva sys inc	-48.29
doordash inc	-41.94
datadog inc	-39.59
crowdstrike holdings inc	-37.46
nvidia corporation	-33.58
alphabet inc	-31.13
micron technology inc	-18.7
lam research corp	-11.81

CROSSLINK CAPITAL INC reduced stake in above stock

Sold off

Ticker	$ Sold
figma inc	-10,937,400
everpure inc	-7,802,730
servicenow inc	-7,080,130

CROSSLINK CAPITAL INC got rid off the above stocks

Sector Distribution

CROSSLINK CAPITAL INC has about 47.8% of it's holdings in Others sector.

Others
Technology
Communication Services
Consumer Cyclical

Sector	%
Others	47.8
Technology	44.9
Communication Services	5.1
Consumer Cyclical	1.6

Market Cap. Distribution

CROSSLINK CAPITAL INC has about 47.5% of it's portfolio invested in the large-cap and mega-cap stocks.

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

Category	%
UNALLOCATED	47.8
MEGA-CAP	32.9
LARGE-CAP	14.6
SMALL-CAP	3.7
MID-CAP	1.1

Stocks belong to which Index?

About 41% 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	59
S&P 500	35.2
RUSSELL 2000	5.8

Top 5 Winners (%)		%
MU	micron technology inc	219.1 %
PANW	palo alto networks inc	111.9 %
LRCX	lam research corp	96.7 %
DDOG	datadog inc	96.7 %
CRWD	crowdstrike holdings inc	77.6 %

Top 5 Winners ($)		$
MU	micron technology inc	124.0 M
LRCX	lam research corp	101.1 M
	chime finl inc	45.8 M
DDOG	datadog inc	25.0 M
PANW	palo alto networks inc	17.5 M

Top 5 Losers (%)		%
CRM	salesforce inc	-87.4 %
NU	nu hldgs ltd	-6.7 %
IIIV	i3 verticals inc	-4.2 %
MELI	mercadolibre inc	-1.8 %

Top 5 Losers ($)		$
CRM	salesforce inc	-215.4 M
NU	nu hldgs ltd	-3.3 M
IIIV	i3 verticals inc	-1.0 M
MELI	mercadolibre inc	-0.4 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 22 stocks in it's portfolio. About 84.4% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. MU was the most profitable stock for CROSSLINK CAPITAL INC last quarter.

$1.35BTotal Value

25.00Positions

14 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of CROSSLINK CAPITAL INC, last reported on 14 Aug, 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	1.11%	93,340	$14.97M 1.11%	increased 30.56 percentadded

COHR Coherent Corp Coherent CorpCOHR CROSSLINK CAPITAL INC's holding in Coherent Corp over time	1.02%	35,100	$13.85M 1.02%	new position

CRDO Credo Technology Group Holdi Credo Technology Group HoldiCRDO CROSSLINK CAPITAL INC's holding in Credo Technology Group Holdi over time	1.05%	52,450	$14.26M 1.05%	new position

CRM Salesforce Inc Salesforce IncCRM CROSSLINK CAPITAL INC's holding in Salesforce Inc over time	2.29%	2,347,970	$31.00M 2.29%	increased 1626 percentadded

CRWD Crowdstrike Holdings Inc Crowdstrike Holdings IncCRWD CROSSLINK CAPITAL INC's holding in Crowdstrike Holdings Inc over time	0.8%	14,205	$10.84M 0.8%	decreased 37.46 percentreduced

DASH Doordash Inc Doordash IncDASH CROSSLINK CAPITAL INC's holding in Doordash Inc over time	1.34%	98,122	$18.11M 1.34%	decreased 41.94 percentreduced

DDOG Datadog Inc Datadog IncDDOG CROSSLINK CAPITAL INC's holding in Datadog Inc over time	2.55%	132,455	$34.49M 2.55%	decreased 39.59 percentreduced

GOOG Alphabet Inc Alphabet IncGOOG CROSSLINK CAPITAL INC's holding in Alphabet Inc over time	3.81%	144,250	$51.55M 3.81%	decreased 31.13 percentreduced

IIIV I3 Verticals Inc I3 Verticals IncIIIV CROSSLINK CAPITAL INC's holding in I3 Verticals Inc over time	1.76%	1,117,990	$23.88M 1.76%	increased 15.73 percentadded

LRCX Lam Research Corp Lam Research CorpLRCX CROSSLINK CAPITAL INC's holding in Lam Research Corp over time	13.8%	431,266	$186.88M 13.8%	decreased 11.81 percentreduced

MELI Mercadolibre Inc Mercadolibre IncMELI CROSSLINK CAPITAL INC's holding in Mercadolibre Inc over time	1.6%	12,758	$21.66M 1.6%	decreased 7.87 percentreduced

MU Micron Technology Inc Micron Technology IncMU CROSSLINK CAPITAL INC's holding in Micron Technology Inc over time	11.61%	136,205	$157.22M 11.61%	decreased 18.7 percentreduced

NOW Servicenow Inc Servicenow IncNOW CROSSLINK CAPITAL INC's holding in Servicenow Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

NTNX Nutanix Inc Nutanix IncNTNX CROSSLINK CAPITAL INC's holding in Nutanix Inc over time	2.23%	593,076	$30.22M 2.23%	decreased 10.8 percentreduced

NU Nu Hldgs Ltd Nu Hldgs Ltd NU CROSSLINK CAPITAL INC's holding in Nu Hldgs Ltd over time	3.34%	3,383,670	$45.21M 3.34%	increased 9.77 percentadded

NVDA Nvidia Corporation Nvidia CorporationNVDA CROSSLINK CAPITAL INC's holding in Nvidia Corporation over time	1.24%	83,760	$16.76M 1.24%	decreased 33.58 percentreduced

PANW Palo Alto Networks Inc Palo Alto Networks IncPANW CROSSLINK CAPITAL INC's holding in Palo Alto Networks Inc over time	2.42%	96,234	$32.82M 2.42%	decreased 1.49 percentreduced

PSTG Everpure Inc Everpure IncPSTG CROSSLINK CAPITAL INC's holding in Everpure Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

VEEV Veeva Sys Inc Veeva Sys IncVEEV CROSSLINK CAPITAL INC's holding in Veeva Sys Inc over time	0.56%	42,330	$7.51M 0.56%	decreased 48.29 percentreduced

WEAV Weave Communications Inc Weave Communications IncWEAV CROSSLINK CAPITAL INC's holding in Weave Communications Inc over time	1.89%	4,272,210	$25.59M 1.89%	increased 0.6 percentadded