Latest CROSSLINK CAPITAL INC Stock Portfolio
CROSSLINK CAPITAL INC Performance:
2025 Q4: 9.19%YTD: -12.44%2024: 28.52%
Performance for 2025 Q4 is 9.19%, and YTD is -12.44%, and 2024 is 28.52%.
About CROSSLINK CAPITAL INC and 13F Hedge Fund Stock Holdings
On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, CROSSLINK CAPITAL INC reported an equity portfolio of $1.3 Billions as of 31 Dec, 2025.
The top stock holdings of CROSSLINK CAPITAL INC are , LRCX, GOOG. The fund has invested 53.1% of it's portfolio in CHIME FINL INC and 7.6% of portfolio in LAM RESEARCH CORP.
The fund managers got completely rid off META PLATFORMS INC (META), NVIDIA CORPORATION (NVDA) and DUOLINGO INC (DUOL) stocks. They significantly reduced their stock positions in WEAVE COMMUNICATIONS INC (WEAV), MICRON TECHNOLOGY INC (MU) and CROWDSTRIKE HOLDINGS INC (CRWD). CROSSLINK CAPITAL INC opened new stock positions in NU HLDGS LTD (NU) and APPFOLIO INC (APPF). The fund showed a lot of confidence in some stocks as they added substantially to MARVELL TECHNOLOGY INC (MRVL), BOOKING HOLDINGS INC (BKNG) and ALPHABET INC (GOOG).
The top stock holdings of CROSSLINK CAPITAL INC are , LRCX, GOOG. The fund has invested 53.1% of it's portfolio in CHIME FINL INC and 7.6% of portfolio in LAM RESEARCH CORP.
The fund managers got completely rid off META PLATFORMS INC (META), NVIDIA CORPORATION (NVDA) and DUOLINGO INC (DUOL) stocks. They significantly reduced their stock positions in WEAVE COMMUNICATIONS INC (WEAV), MICRON TECHNOLOGY INC (MU) and CROWDSTRIKE HOLDINGS INC (CRWD). CROSSLINK CAPITAL INC opened new stock positions in NU HLDGS LTD (NU) and APPFOLIO INC (APPF). The fund showed a lot of confidence in some stocks as they added substantially to MARVELL TECHNOLOGY INC (MRVL), BOOKING HOLDINGS INC (BKNG) and ALPHABET INC (GOOG).
CROSSLINK CAPITAL INC Annual Return Estimates Vs S&P 500
Our best estimate is that CROSSLINK CAPITAL INC made a return of 9.19% in the last quarter. In trailing 12 months, it's portfolio return was -12.44%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| nu hldgs ltd | 27,731,400 |
| appfolio inc | 5,822,070 |
New stocks bought by CROSSLINK CAPITAL INC
Additions
| Ticker | % Inc. |
|---|---|
| marvell technology inc | 148 |
| booking holdings inc | 39.68 |
| alphabet inc | 21.54 |
| nutanix inc | 3.73 |
| mercadolibre inc | 3.58 |
| i3 verticals inc | 1.39 |
Additions to existing portfolio by CROSSLINK CAPITAL INC
Reductions
| Ticker | % Reduced |
|---|---|
| weave communications inc | -48.62 |
| micron technology inc | -42.49 |
| crowdstrike holdings inc | -40.46 |
| datadog inc | -37.52 |
| pure storage inc | -32.96 |
| veeva sys inc | -29.72 |
| penguin solutions inc | -28.99 |
| lam research corp | -24.96 |
CROSSLINK CAPITAL INC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| jamf hldg corp | -12,912,400 |
| nvidia corporation | -16,722,200 |
| duolingo inc | -14,937,200 |
| meta platforms inc | -24,013,500 |
| netskope inc | -113,650 |
CROSSLINK CAPITAL INC got rid off the above stocks
Sector Distribution
CROSSLINK CAPITAL INC has about 59% of it's holdings in Others sector.
- Others
- Technology
- Communication Services
- Consumer Cyclical
- Healthcare
| Sector | % |
|---|---|
| Others | 59 |
| Technology | 25.6 |
| Communication Services | 7.3 |
| Consumer Cyclical | 5.9 |
| Healthcare | 2.2 |
Market Cap. Distribution
CROSSLINK CAPITAL INC has about 36.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 59 |
| LARGE-CAP | 20.6 |
| MEGA-CAP | 15.9 |
| SMALL-CAP | 4 |
Stocks belong to which Index?
About 23.7% 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 | 76.2 |
| S&P 500 | 19.3 |
| RUSSELL 2000 | 4.4 |
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 20 stocks in it's portfolio. About 85.8% of the portfolio is in top 10 stocks. NTNX proved to be the most loss making stock for the portfolio. was the most profitable stock for CROSSLINK CAPITAL INC last quarter.
Last Reported on: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| APPF | appfolio inc | 0.45 | 25,025 | 5,822,070 | new | |||
| BKNG | booking holdings inc | 1.54 | 3,714 | 19,889,700 | added | 39.68 | ||
| CRWD | crowdstrike holdings inc | 0.62 | 17,185 | 8,055,640 | reduced | -40.46 | ||
| DASH | doordash inc | 2.56 | 145,817 | 33,024,600 | reduced | -16.34 | ||
| DDOG | datadog inc | 0.97 | 92,175 | 12,534,900 | reduced | -37.52 | ||
| DUOL | duolingo inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GOOG | alphabet inc | 4.70 | 193,700 | 60,628,100 | added | 21.54 | ||
| IIIV | i3 verticals inc | 1.86 | 951,216 | 23,961,100 | added | 1.39 | ||
| JAMF | jamf hldg corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| LRCX | lam research corp | 7.59 | 572,707 | 98,036,000 | reduced | -24.96 | ||
| MELI | mercadolibre inc | 4.36 | 27,969 | 56,336,800 | added | 3.58 | ||
| META | meta platforms inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MNDY | monday com ltd | 1.85 | 162,225 | 23,937,900 | reduced | -20.43 | ||
| MRVL | marvell technology inc | 0.93 | 141,450 | 12,020,400 | added | 148 | ||
| MU | micron technology inc | 3.65 | 165,125 | 47,128,300 | reduced | -42.49 | ||
| NTNX | nutanix inc | 3.01 | 751,246 | 38,831,900 | added | 3.73 | ||
| NU | nu hldgs ltd | 2.15 | 1,656,600 | 27,731,400 | new | |||
| NVDA | nvidia corporation | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PANW | palo alto networks inc | 1.87 | 130,778 | 24,089,300 | reduced | -6.72 | ||
| PSTG | pure storage inc | 2.51 | 482,845 | 32,355,400 | reduced | -32.96 | ||