13F HOLDINGS REPORT
CROSSLINK CAPITAL INC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000935836-24-000523
Total Value
$716.2M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WEAVE COMMUNICATIONS INC | WEAV | 9,643,777 | $87.0M | 12.15% |
| 2 | NUTANIX INC - A | NTNX | 1,321,659 | $75.1M | 10.49% |
| 3 | LAM RESEARCH CORP | LRCX | 55,569 | $59.2M | 8.26% |
| 4 | SMART GLOBAL HOLDINGS INC | PENG | 2,142,645 | $49.0M | 6.84% |
| 5 | PALO ALTO NETWORKS INC | PANW | 136,713 | $46.3M | 6.47% |
| 6 | META PLATFORMS INC | META | 87,460 | $44.1M | 6.16% |
| 7 | CELLEBRITE DI LTD | CLBT | 3,586,425 | $42.9M | 5.98% |
| 8 | MERCADOLIBRE INC | MELI | 23,198 | $38.1M | 5.32% |
| 9 | DUOLINGO | DUOL | 175,065 | $36.5M | 5.10% |
| 10 | CROWDSTRIKE HOLDINGS INC | CRWD | 90,281 | $34.6M | 4.83% |
| 11 | DOORDASH INC | DASH | 316,540 | $34.4M | 4.81% |
| 12 | SALESFORCE INC | CRM | 128,080 | $32.9M | 4.60% |
| 13 | BOOKING HOLDINGS INC | BKNG | 8,015 | $31.8M | 4.43% |
| 14 | I3 VERTICALS INC | IIIV | 1,280,121 | $28.3M | 3.95% |
| 15 | EQUINIX INC | EQIX | 27,382 | $20.7M | 2.89% |
| 16 | EURONET WORLDWIDE INC | EEFT | 173,315 | $17.9M | 2.50% |
| 17 | TEXAS INSTRUMENTS INC | 882508104 | 79,795 | $15.5M | 2.17% |
| 18 | JAMF HOLDING CORP | 47074L105 | 685,562 | $11.3M | 1.58% |
| 19 | ZOOMINFO TECHNOLOGIES INC | GTM | 822,740 | $10.5M | 1.47% |