13F HOLDINGS REPORT
CROSSLINK CAPITAL INC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000935836-23-000700
Total Value
$529.9M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WEAVE COMMUNICATIONS INC | WEAV | 9,619,421 | $78.4M | 14.79% |
| 2 | PALO ALTO NETWORKS INC | PANW | 224,689 | $52.7M | 9.94% |
| 3 | LAM RESEARCH CORP | LRCX | 74,379 | $46.6M | 8.80% |
| 4 | META PLATFORMS INC-CLASS A | META | 119,550 | $35.9M | 6.77% |
| 5 | NUTANIX INC | NTNX | 1,026,157 | $35.8M | 6.75% |
| 6 | CROWDSTRIKE HOLDINGS INC | CRWD | 197,976 | $33.1M | 6.25% |
| 7 | SMART GLOBAL HOLDINGS INC | PENG | 1,171,323 | $28.5M | 5.38% |
| 8 | I3 VERTICALS INC-CLASS A | IIIV | 1,303,469 | $27.6M | 5.20% |
| 9 | DOORDASH INC | DASH | 317,160 | $25.2M | 4.76% |
| 10 | CELLEBRITE DI LTD | CLBT | 3,195,960 | $24.4M | 4.61% |
| 11 | MERCADOLIBRE INC | MELI | 18,536 | $23.5M | 4.43% |
| 12 | JAMF HOLDING CORP | 47074L105 | 1,289,173 | $22.8M | 4.30% |
| 13 | SALESFORCE INC | CRM | 107,865 | $21.9M | 4.13% |
| 14 | BOOKING HOLDINGS INC | BKNG | 6,390 | $19.7M | 3.72% |
| 15 | WORKDAY INC | WDAY | 87,540 | $18.8M | 3.55% |
| 16 | EURONET WORLDWIDE INC | EEFT | 232,731 | $18.5M | 3.49% |
| 17 | ALTERYX INC - CLASS A | 02156B103 | 289,607 | $10.9M | 2.06% |
| 18 | SPLUNK INC | 848637104 | 36,940 | $5.4M | 1.02% |
| 19 | Molekule Group, Inc. | 007744105 | 1,505,290 | $218,267 | 0.04% |