Latest CROSSLINK CAPITAL INC Stock Portfolio
$1.02Billion– No. of Holdings #21
CROSSLINK CAPITAL INC Performance:
2026 Q1: -15.8%YTD: -15.8%2025: -12.44%
Performance for 2026 Q1 is -15.8%, and YTD is -15.8%, and 2025 is -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.
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.
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).
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.
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
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 |
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.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| APPF | appfolio inc | 1.10 | 71,490 | 11,282,600 | added | 185 | ||
| BKNG | booking holdings inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CRM | salesforce inc | 2.48 | 136,035 | 25,393,700 | new | |||
| CRWD | crowdstrike holdings inc | 0.87 | 22,715 | 8,868,160 | added | 32.18 | ||
| DASH | doordash inc | 2.48 | 168,992 | 25,374,100 | added | 15.89 | ||
| DDOG | datadog inc | 2.53 | 219,265 | 25,884,200 | added | 137 | ||
| GOOG | alphabet inc | 5.89 | 209,450 | 60,229,400 | added | 8.13 | ||
| IIIV | i3 verticals inc | 2.11 | 966,001 | 21,599,800 | added | 1.55 | ||
| LRCX | lam research corp | 10.22 | 489,009 | 104,482,000 | reduced | -14.61 | ||
| MELI | mercadolibre inc | 2.34 | 13,848 | 23,943,500 | reduced | -50.49 | ||
| MNDY | monday com ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MRVL | marvell technology inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MU | micron technology inc | 5.54 | 167,530 | 56,598,300 | added | 1.46 | ||
| NOW | servicenow inc | 0.69 | 67,720 | 7,080,130 | new | |||
| NTNX | nutanix inc | 2.47 | 664,911 | 25,273,300 | reduced | -11.49 | ||
| NU | nu hldgs ltd | 4.34 | 3,082,400 | 44,294,100 | added | 86.07 | ||
| NVDA | nvidia corporation | 2.15 | 126,100 | 21,991,800 | new | |||
| PANW | palo alto networks inc | 1.53 | 97,689 | 15,661,500 | reduced | -25.3 | ||
| PSTG | everpure inc | 0.76 | 132,160 | 7,802,730 | reduced | -72.63 | ||
| VEEV | veeva sys inc | 1.41 | 81,860 | 14,379,500 | reduced | -35.67 | ||