13F HOLDINGS REPORT
CROSSLINK CAPITAL INC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001415889-25-013108
Total Value
$643.0M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WEAVE COMMUNICATIONS INC | WEAV | 7,057,813 | $78.3M | 12.17% |
| 2 | NUTANIX INC | NTNX | 1,003,767 | $70.1M | 10.90% |
| 3 | PENGUIN SOLUTIONS INC | PENG | 3,444,290 | $59.8M | 9.30% |
| 4 | MERCADOLIBRE INC | MELI | 27,269 | $53.2M | 8.27% |
| 5 | LAM RESEARCH CORP | LRCX | 691,840 | $50.3M | 7.82% |
| 6 | CELLEBRITE DI LTD | CLBT | 2,229,239 | $43.3M | 6.74% |
| 7 | DOORDASH INC | DASH | 223,025 | $40.8M | 6.34% |
| 8 | META PLATFORMS INC | META | 65,069 | $37.5M | 5.83% |
| 9 | MICRON TECHNOLOGY INC | MU | 427,245 | $37.1M | 5.77% |
| 10 | I3 VERTICALS INC | IIIV | 1,242,600 | $30.7M | 4.77% |
| 11 | DUOLINGO INC | DUOL | 90,567 | $28.1M | 4.37% |
| 12 | PALO ALTO NETWORKS INC | PANW | 138,611 | $23.7M | 3.68% |
| 13 | VEEVA SYS INC | VEEV | 99,900 | $23.1M | 3.60% |
| 14 | CROWDSTRIKE HOLDINGS INC | CRWD | 54,806 | $19.3M | 3.01% |
| 15 | BOOKING HOLDINGS INC | BKNG | 3,318 | $15.3M | 2.38% |
| 16 | JAMF HLDG CORP | 47074L105 | 1,152,302 | $14.0M | 2.18% |
| 17 | MONDAY COM LTD | MNDY | 44,485 | $10.8M | 1.68% |
| 18 | DATADOG INC | DDOG | 76,885 | $7.6M | 1.19% |