CROSSLINK CAPITAL INC — 13F Holdings & Portfolio
CIK 1104329 · latest 13F-HR filed 2026-08-14
CROSSLINK CAPITAL INC manages $1.35B in 13F-reported U.S. long-equity assets across 23 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CHYM (39.61%), LRCX (13.80%), MU (11.61%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 3, added to 12, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 200
MENLO PARK, CA 94025
$1.35B
Long-equity book
23
Distinct positions
2026-06-30
Filed 2026-08-14
+4 / −3 / ↑12 / ↓5
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICRON TECHNOLOGY INC$100.6M +177.8%
- LAM RESEARCH CORP$82.4M +78.9%
- CHIME FINL INC$45.8M +9.3%
- NETSKOPE INC$36.0M +5643.8%
- PALO ALTO NETWORKS INC$17.2M +109.5%
Top Trims
- ALPHABET INC-$8.7M -14.4%
- DOORDASH INC-$7.3M -28.6%
- VEEVA SYS INC-$6.9M -47.8%
- NVIDIA CORPORATION-$5.2M -23.8%
- MERCADOLIBRE INC-$2.3M -9.6%
New Positions
- CEREBRAS SYSTEMS INC$28.8M
- ZSCALER INC$15.3M
- CREDO TECHNOLOGY GROUP HOLDI$14.3M
- COHERENT CORP$13.8M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CHIME FINL INC | CHYM | 16935C109 | $536.3M | 39.61% | 26,185,368 | SH |
| 2 | LAM RESEARCH CORP | LRCX | 512807306 | $186.9M | 13.80% | 431,266 | SH |
| 3 | MICRON TECHNOLOGY INC | MU | 595112103 | $157.2M | 11.61% | 136,205 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $51.6M | 3.81% | 144,250 | SH |
| 5 | NU HLDGS LTD | NU | G6683N103 | $45.2M | 3.34% | 3,383,667 | SH |
| 6 | NETSKOPE INC | NTSK | 64119N608 | $36.6M | 2.70% | 3,345,759 | SH |
| 7 | DATADOG INC | DDOG | 23804L103 | $34.5M | 2.55% | 132,455 | SH |
| 8 | PALO ALTO NETWORKS INC | PANW | 697435105 | $32.8M | 2.42% | 96,234 | SH |
| 9 | NUTANIX INC | NTNX | 67059N108 | $30.2M | 2.23% | 593,076 | SH |
| 10 | CEREBRAS SYSTEMS INC | CBRS | 15675D103 | $28.8M | 2.13% | 130,445 | SH |
| 11 | WEAVE COMMUNICATIONS INC | WEAV | 94724R108 | $25.6M | 1.89% | 4,272,209 | SH |
| 12 | I3 VERTICALS INC | IIIV | 46571Y107 | $23.9M | 1.76% | 1,117,986 | SH |
| 13 | MERCADOLIBRE INC | MELI | 58733R102 | $21.7M | 1.60% | 12,758 | SH |
| 14 | SALESFORCE INC | CRM | 79466L302 | $21.2M | 1.56% | 135,175 | SH |
| 15 | DOORDASH INC | DASH | 25809K105 | $18.1M | 1.34% | 98,122 | SH |
| 16 | NVIDIA CORPORATION | NVDA | 67066G104 | $16.8M | 1.24% | 83,760 | SH |
| 17 | ZSCALER INC | ZS | 98980G102 | $15.3M | 1.13% | 108,584 | SH |
| 18 | APPFOLIO INC | APPF | 03783C100 | $15.0M | 1.11% | 93,340 | SH |
| 19 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | G25457105 | $14.3M | 1.05% | 52,450 | SH |
| 20 | COHERENT CORP | COHR | 19247G107 | $13.8M | 1.02% | 35,100 | SH |
| 21 | CROWDSTRIKE HOLDINGS INC | CRWD | 22788C105 | $10.8M | 0.80% | 14,205 | SH |
| 22 | SNAP INC | CRM | 79466L302 | $9.8M | 0.73% | 2,212,795 | SH |
| 23 | VEEVA SYS INC | VEEV | 922475108 | $7.5M | 0.55% | 42,330 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.35B | 23 | 0001104329-26-000015 |
| 2026-03-31 | 2026-05-15 | $1.02B | 21 | 0001104329-26-000008 |
| 2025-12-31 | 2026-02-17 | $1.29B | 20 | 0001104329-26-000002 |
| 2025-09-30 | 2025-11-14 | $1.37B | 23 | 0001104329-25-000010 |