13F HOLDINGS REPORT
CROSSLINK CAPITAL INC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000935836-23-000568
Total Value
$605.0M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WEAVE COMMUNICATIONS INC | WEAV | 9,619,421 | $106.9M | 17.66% |
| 2 | PALO ALTO NETWORKS INC | PANW | 243,749 | $62.3M | 10.29% |
| 3 | SMART GLOBAL HOLDINGS INC | PENG | 1,923,010 | $55.8M | 9.22% |
| 4 | META PLATFORMS INC | META | 178,420 | $51.2M | 8.46% |
| 5 | LAM RESEARCH CORP | LRCX | 75,079 | $48.3M | 7.98% |
| 6 | MERCADOLIBRE INC | MELI | 33,526 | $39.7M | 6.56% |
| 7 | SALESFORCE INC | CRM | 182,275 | $38.5M | 6.36% |
| 8 | CROWDSTRIKE HOLDINGS INC | CRWD | 222,285 | $32.6M | 5.40% |
| 9 | NUTANIX INC | NTNX | 996,672 | $28.0M | 4.62% |
| 10 | I3 VERTICALS INC | IIIV | 1,204,189 | $27.5M | 4.55% |
| 11 | DOORDASH INC | DASH | 331,150 | $25.3M | 4.18% |
| 12 | CELLEBRITE DI LTD | CLBT | 3,207,769 | $23.1M | 3.82% |
| 13 | JAMF HOLDING CORP | 47074L105 | 1,051,443 | $20.5M | 3.39% |
| 14 | EURONET WORLDWIDE INC | EEFT | 173,371 | $20.3M | 3.36% |
| 15 | TWILIO INC | TWLO | 173,903 | $11.1M | 1.83% |
| 16 | Molekule Group, Inc. | 007744105 | 2,355,290 | $5.5M | 0.91% |
| 17 | ALTERYX INC | 02156B103 | 93,637 | $4.3M | 0.70% |
| 18 | WORKDAY INC | WDAY | 18,300 | $4.1M | 0.68% |