13F HOLDINGS REPORT
CROSSLINK CAPITAL INC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000935836-24-000397
Total Value
$702.1M
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 | $110.4M | 15.73% |
| 2 | META PLATFORMS INC-CLASS A | META | 135,835 | $66.0M | 9.39% |
| 3 | NUTANIX INC | NTNX | 1,022,864 | $63.1M | 8.99% |
| 4 | LAM RESEARCH CORP | LRCX | 54,960 | $53.4M | 7.61% |
| 5 | PALO ALTO NETWORKS INC | PANW | 163,660 | $46.5M | 6.62% |
| 6 | DOORDASH INC | DASH | 335,880 | $46.3M | 6.59% |
| 7 | SALESFORCE INC | CRM | 150,860 | $45.4M | 6.47% |
| 8 | CROWDSTRIKE HOLDINGS INC | CRWD | 125,651 | $40.3M | 5.74% |
| 9 | CELLEBRITE DI LTD | CLBT | 3,595,057 | $39.8M | 5.67% |
| 10 | SMART GLOBAL HOLDINGS INC | PENG | 1,259,397 | $33.1M | 4.72% |
| 11 | MERCADOLIBRE INC | MELI | 21,422 | $32.4M | 4.61% |
| 12 | I3 VERTICALS INC-CLASS A | IIIV | 1,299,691 | $29.7M | 4.24% |
| 13 | BOOKING HOLDINGS INC | BKNG | 8,186 | $29.7M | 4.23% |
| 14 | EURONET WORLDWIDE INC | EEFT | 203,075 | $22.3M | 3.18% |
| 15 | EQUINIX INC | EQIX | 19,042 | $15.7M | 2.24% |
| 16 | JAMF HOLDING CORP | 47074L105 | 742,968 | $13.6M | 1.94% |
| 17 | TEXAS INSTRUMENTS INC | 882508104 | 63,105 | $11.0M | 1.57% |
| 18 | ZOOMINFO TECHNOLOGIES INC | GTM | 202,525 | $3.2M | 0.46% |