Institutional Manager · CIK 0001104329
CROSSLINK CAPITAL INC
Menlo Park, CA · File #028-05263
Latest AUM
$1.29B
Positions
20
Top-10 Concentration
85.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202520 pos · $1.29B
- 13F HOLDINGS REPORTQ/E Sep 202523 pos · $1.37B
- 13F HOLDINGS REPORTQ/E Jun 202521 pos · $1.76B
- 13F HOLDINGS REPORTQ/E Mar 202518 pos · $643.0M
- 13F HOLDINGS REPORTQ/E Dec 202419 pos · $718.9M
- 13F HOLDINGS REPORTQ/E Sep 202419 pos · $744.7M
- 13F HOLDINGS REPORTQ/E Jun 202419 pos · $716.2M
- 13F HOLDINGS REPORTQ/E Mar 202418 pos · $702.1M
- 13F HOLDINGS REPORTQ/E Dec 202319 pos · $529.9M
- 13F HOLDINGS REPORTQ/E Sep 202318 pos · $605.0M
- 13F HOLDINGS REPORTQ/E Jun 202317 pos · $492.6M
- 13F HOLDINGS REPORTQ/E Mar 202318 pos · $414.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CHIME FINL INC | 16935C109 | 27,215,341 | $685.0M | 53.06% |
| 2 | LAM RESEARCH CORP | LRCX | 572,707 | $98.0M | 7.59% |
| 3 | ALPHABET INC | GOOG | 193,700 | $60.6M | 4.70% |
| 4 | MERCADOLIBRE INC | MELI | 27,969 | $56.3M | 4.36% |
| 5 | MICRON TECHNOLOGY INC | MU | 165,125 | $47.1M | 3.65% |
| 6 | NUTANIX INC | NTNX | 751,246 | $38.8M | 3.01% |
| 7 | DOORDASH INC | DASH | 145,817 | $33.0M | 2.56% |
| 8 | PURE STORAGE INC | 74624M102 | 482,845 | $32.4M | 2.51% |
| 9 | VEEVA SYS INC | VEEV | 127,255 | $28.4M | 2.20% |
| 10 | NU HLDGS LTD | NU | 1,656,595 | $27.7M | 2.15% |
| 11 | WEAVE COMMUNICATIONS INC | WEAV | 3,635,916 | $27.6M | 2.14% |
| 12 | PENGUIN SOLUTIONS INC | PENG | 1,312,330 | $25.7M | 1.99% |
| 13 | PALO ALTO NETWORKS INC | PANW | 130,778 | $24.1M | 1.87% |
| 14 | I3 VERTICALS INC | IIIV | 951,216 | $24.0M | 1.86% |
| 15 | MONDAY COM LTD | MNDY | 162,225 | $23.9M | 1.85% |
| 16 | BOOKING HOLDINGS INC | BKNG | 3,714 | $19.9M | 1.54% |
| 17 | DATADOG INC | DDOG | 92,175 | $12.5M | 0.97% |
| 18 | MARVELL TECHNOLOGY INC | MRVL | 141,450 | $12.0M | 0.93% |
| 19 | CROWDSTRIKE HOLDINGS INC | CRWD | 17,185 | $8.1M | 0.62% |
| 20 | APPFOLIO INC | APPF | 25,025 | $5.8M | 0.45% |