CROSSLINK CAPITAL INC

CIK

1104329

Location

MENLO PARK, CA

Portfolio Value

Mid $1,015,134,485

Diversification

Highly concentrated

Filing Date

Global Rank

#1,747 / 8,604 ▼ 163 · as of Mar 2026

Top Industry

Software - Application 56.3%

3Y Alpha vs SPY

+2.1%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+91.0%

SPY

+76.5%

Annualised alpha

+3.2%

Max drawdown

−34.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

48.3%

−5.0 pts

Top 5

74.5%

+0.8 pts

Top 10

86.9%

+0.7 pts

HHI

2,577

Highly concentrated−433

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	81.5%	$827,293,329	15
Communication Services	5.9%	$60,229,442	1
Consumer Cyclical	4.9%	$49,317,616	2
Financial Services	4.4%	$44,294,088	1
Healthcare	3.3%	$34,000,010	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	+1,425,805	3,082,400	$44,294,088
WEAV	Weave Communications, Inc.	+610,942	4,246,858	$19,620,483
DDOG	Datadog, Inc.	+127,090	219,265	$25,884,233
APPF	Appfolio Inc	+46,465	71,490	$11,282,551
DASH	DoorDash, Inc.	+23,175	168,992	$25,374,148
GOOGL	Alphabet Inc.	+15,750	209,450	$60,229,442
IIIV	i3 Verticals, Inc.	+14,785	966,001	$21,599,782
CRWD	CrowdStrike Holdings, Inc.	+5,530	22,715	$2,217,040
MU	Micron Technology Inc	+2,405	167,530	$56,598,335
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
CHYM	Chime Financial, Inc.	−1,029,973	26,185,368	$490,451,942
P	Everpure, Inc.	−350,685	132,160	$7,802,726
NTNX	Nutanix, Inc.	−86,335	664,911	$25,273,267
LRCX	Lam Research Corp	−83,698	489,009	$104,481,662
VEEV	Veeva Systems Inc	−45,395	81,860	$14,379,527
PANW	Palo Alto Networks Inc	−33,089	97,689	$15,661,500
MELI	Mercadolibre Inc	−14,121	13,848	$23,943,468
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	136,035	$25,393,653
NVDA	Nvidia Corp	126,100	$21,991,840
FIG	Figma, Inc.	517,380	$10,937,413
NOW	ServiceNow, Inc.	67,720	$7,080,126
NTSK	Netskope Inc	75,060	$637,259
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
PENG	Penguin Solutions, Inc.	1,312,330	$25,669,174
MNDY	monday.com Ltd.	162,225	$23,937,921
BKNG	Booking Holdings Inc.	3,714	$19,889,695
MRVL	Marvell Technology, Inc.	141,450	$12,020,421
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 positions · $1,015,134,485 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CHYM	Chime Financial, Inc. Technology	Reduced	26,185,368	-1,029,973	$490,451,942	−28.4%	48.31%
LRCX	Lam Research Corp Technology	Reduced	489,009	-83,698	$104,481,662	+6.6%	10.29%
GOOGL	Alphabet Inc. Communication Services	Added	209,450	+15,750	$60,229,442	−0.7%	5.93%
MU	Micron Technology Inc Technology	Added	167,530	+2,405	$56,598,335	+20.1%	5.58%
NU	Nu Holdings Ltd. Financial Services	Added	3,082,400	+1,425,805	$44,294,088	+59.7%	4.36%
DDOG	Datadog, Inc. Technology	Added	219,265	+127,090	$25,884,233	+106.5%	2.55%
CRM	Salesforce, Inc. Technology	NEW	136,035	NEW	$25,393,653	NEW	2.50%
DASH	DoorDash, Inc. Consumer Cyclical	Added	168,992	+23,175	$25,374,148	−23.2%	2.50%
NTNX	Nutanix, Inc. Technology	Reduced	664,911	-86,335	$25,273,267	−34.9%	2.49%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	13,848	-14,121	$23,943,468	−57.5%	2.36%
NVDA	Nvidia Corp Technology	NEW	126,100	NEW	$21,991,840	NEW	2.17%
IIIV	i3 Verticals, Inc. Technology	Added	966,001	+14,785	$21,599,782	−9.9%	2.13%
WEAV	Weave Communications, Inc. Healthcare	Added	4,246,858	+610,942	$19,620,483	−28.9%	1.93%
PANW	Palo Alto Networks Inc Technology	Reduced	97,689	-33,089	$15,661,500	−35.0%	1.54%
VEEV	Veeva Systems Inc Healthcare	Reduced	81,860	-45,395	$14,379,527	−49.4%	1.42%
APPF	Appfolio Inc Technology	Added	71,490	+46,465	$11,282,551	+93.8%	1.11%
FIG	Figma, Inc. Technology	NEW	517,380	NEW	$10,937,413	NEW	1.08%
P	Everpure, Inc. Technology	Reduced	132,160	-350,685	$7,802,726	−75.9%	0.77%
NOW	ServiceNow, Inc. Technology	NEW	67,720	NEW	$7,080,126	NEW	0.70%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	22,715	+5,530	$2,217,040	+10.1%	0.22%
NTSK	Netskope Inc Technology	NEW	75,060	NEW	$637,259	NEW	0.06%