13F HOLDINGS REPORT
CROSSLINK CAPITAL INC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000935836-24-000683
Total Value
$744.7M
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 | $123.4M | 16.58% |
| 2 | NUTANIX INC | NTNX | 1,165,900 | $69.1M | 9.28% |
| 3 | CELLEBRITE DI LTD | CLBT | 3,486,945 | $58.7M | 7.89% |
| 4 | SMART GLOBAL HOLDINGS INC | PENG | 2,514,806 | $52.7M | 7.07% |
| 5 | DUOLINGO INC | DUOL | 186,635 | $52.6M | 7.07% |
| 6 | MERCADOLIBRE INC | MELI | 24,008 | $49.3M | 6.62% |
| 7 | DOORDASH INC | DASH | 325,180 | $46.4M | 6.23% |
| 8 | LAM RESEARCH CORP | LRCX | 55,158 | $45.0M | 6.04% |
| 9 | CROWDSTRIKE HOLDINGS INC | CRWD | 153,026 | $42.9M | 5.76% |
| 10 | META PLATFORMS INC | META | 73,935 | $42.3M | 5.68% |
| 11 | PALO ALTO NETWORKS INC | PANW | 113,809 | $38.9M | 5.22% |
| 12 | I3 VERTICALS INC | IIIV | 1,230,401 | $26.2M | 3.52% |
| 13 | BOOKING HOLDINGS INC | BKNG | 5,480 | $23.1M | 3.10% |
| 14 | MICRON TECHNOLOGY INC | MU | 218,040 | $22.6M | 3.04% |
| 15 | EQUINIX INC | EQIX | 16,084 | $14.3M | 1.92% |
| 16 | JAMF HOLDING CORP | 47074L105 | 790,647 | $13.7M | 1.84% |
| 17 | EURONET WORLDWIDE INC | EEFT | 133,870 | $13.3M | 1.78% |
| 18 | ZOOMINFO TECHNOLOGIES INC | GTM | 560,902 | $5.8M | 0.78% |
| 19 | AXON ENTERPRISE INC | AXON | 10,745 | $4.3M | 0.58% |