13F HOLDINGS REPORT
CROSSLINK CAPITAL INC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000935836-23-000409
Total Value
$492.6M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALO ALTO NETWORKS INC | PANW | 269,979 | $53.9M | 10.95% |
| 2 | WEAVE COMMUNICATIONS INC | WEAV | 9,589,064 | $47.7M | 9.68% |
| 3 | MERCADOLIBRE INC | MELI | 35,446 | $46.7M | 9.49% |
| 4 | LAM RESEARCH CORP | LRCX | 74,199 | $39.3M | 7.99% |
| 5 | META PLATFORMS INC | META | 182,280 | $38.6M | 7.84% |
| 6 | CROWDSTRIKE HLDGS INC | CRWD | 263,035 | $36.1M | 7.33% |
| 7 | SALESFORCE INC | CRM | 167,425 | $33.4M | 6.79% |
| 8 | SMART GLOBAL HLDGS INC | PENG | 1,684,880 | $29.0M | 5.90% |
| 9 | NUTANIX INC | NTNX | 1,056,022 | $27.4M | 5.57% |
| 10 | I3 VERTICALS INC | IIIV | 1,016,738 | $24.9M | 5.06% |
| 11 | TWILIO INC | TWLO | 352,163 | $23.5M | 4.76% |
| 12 | JAMF HLDG CORP | 47074L105 | 1,054,153 | $20.5M | 4.16% |
| 13 | EURONET WORLDWIDE INC | EEFT | 175,411 | $19.6M | 3.99% |
| 14 | CELLEBRITE DI LTD | CLBT | 3,013,575 | $18.4M | 3.73% |
| 15 | MICRON TECHNOLOGY INC | MU | 260,408 | $15.7M | 3.19% |
| 16 | DOORDASH INC | DASH | 215,320 | $13.7M | 2.78% |
| 17 | MOLEKULE GROUP INC | 007744105 | 2,355,290 | $4.0M | 0.81% |