13F HOLDINGS REPORT
CROSSLINK CAPITAL INC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000935836-23-000247
Total Value
$414.7M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WEAVE COMMUNICATIONS INC | WEAV | 9,589,064 | $43.9M | 10.59% |
| 2 | PALO ALTO NETWORKS INC | PANW | 273,599 | $38.2M | 9.21% |
| 3 | MERCADOLIBRE INC | MELI | 45,016 | $38.1M | 9.19% |
| 4 | LAM RESEARCH CORP | LRCX | 86,119 | $36.2M | 8.73% |
| 5 | NUTANIX INC - A | NTNX | 1,184,097 | $30.8M | 7.44% |
| 6 | COUPA SOFTWARE INC | 22266L106 | 349,656 | $27.7M | 6.68% |
| 7 | I3 VERTICALS INC-CLASS A | IIIV | 1,034,438 | $25.2M | 6.07% |
| 8 | EURONET WORLDWIDE INC | EEFT | 256,045 | $24.2M | 5.83% |
| 9 | SMART GLOBAL HOLDINGS INC | PENG | 1,578,422 | $23.5M | 5.66% |
| 10 | CROWDSTRIKE HOLDINGS INC - A | CRWD | 195,765 | $20.6M | 4.97% |
| 11 | JAMF HOLDING CORP | 47074L105 | 926,312 | $19.7M | 4.76% |
| 12 | META PLATFORMS INC-CLASS A | META | 158,290 | $19.0M | 4.59% |
| 13 | SALESFORCE INC | CRM | 128,755 | $17.1M | 4.12% |
| 14 | TWILIO INC - A | TWLO | 309,773 | $15.2M | 3.66% |
| 15 | MICRON TECHNOLOGY INC | MU | 296,800 | $14.8M | 3.58% |
| 16 | CELLEBRITE DI LTD | CLBT | 3,003,652 | $13.1M | 3.16% |
| 17 | NETAPP INC | NTAP | 75,490 | $4.5M | 1.09% |
| 18 | AMPLITUDE INC-CLASS A | AMPL | 233,660 | $2.8M | 0.68% |