CROSSLINK CAPITAL INC — 13F Holdings & Portfolio
CIK 1104329 · latest 13F-HR filed 2026-05-15
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.
$1.02B
Long-equity book
21
Distinct positions
2026-03-31
Filed 2026-05-15
+5 / −4 / ↑6 / ↓9
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NU HLDGS LTD$16.6M +59.7%
- DATADOG INC$13.3M +106.5%
- MICRON TECHNOLOGY INC$9.5M +20.1%
- LAM RESEARCH CORP$6.4M +6.6%
- APPFOLIO INC$5.5M +93.8%
Top Trims
- CHIME FINL INC-$194.6M -28.4%
- MERCADOLIBRE INC-$32.4M -57.5%
- EVERPURE INC-$24.6M -75.9%
- VEEVA SYS INC-$14.0M -49.4%
- NUTANIX INC-$13.6M -34.9%
New Positions
- SALESFORCE INC$25.4M
- NVIDIA CORPORATION$22.0M
- FIGMA INC$10.9M
- SERVICENOW INC$7.1M
- NETSKOPE INC$637.3K
Exited Positions
- PENGUIN SOLUTIONS INC$25.7M
- MONDAY COM LTD$23.9M
- BOOKING HOLDINGS INC$19.9M
- MARVELL TECHNOLOGY INC$12.0M
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 | $490.5M | 48.00% | 26,185,368 | SH |
| 2 | LAM RESEARCH CORP | LRCX | 512807306 | $104.5M | 10.23% | 489,009 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $60.2M | 5.89% | 209,450 | SH |
| 4 | MICRON TECHNOLOGY INC | MU | 595112103 | $56.6M | 5.54% | 167,530 | SH |
| 5 | NU HLDGS LTD | NU | G6683N103 | $44.3M | 4.33% | 3,082,400 | SH |
| 6 | DATADOG INC | DDOG | 23804L103 | $25.9M | 2.53% | 219,265 | SH |
| 7 | SALESFORCE INC | CRM | 79466L302 | $25.4M | 2.49% | 136,035 | SH |
| 8 | DOORDASH INC | DASH | 25809K105 | $25.4M | 2.48% | 168,992 | SH |
| 9 | NUTANIX INC | NTNX | 67059N108 | $25.3M | 2.47% | 664,911 | SH |
| 10 | MERCADOLIBRE INC | MELI | 58733R102 | $23.9M | 2.34% | 13,848 | SH |
| 11 | NVIDIA CORPORATION | NVDA | 67066G104 | $22.0M | 2.15% | 126,100 | SH |
| 12 | I3 VERTICALS INC | IIIV | 46571Y107 | $21.6M | 2.11% | 966,001 | SH |
| 13 | WEAVE COMMUNICATIONS INC | WEAV | 94724R108 | $19.6M | 1.92% | 4,246,858 | SH |
| 14 | PALO ALTO NETWORKS INC | PANW | 697435105 | $15.7M | 1.53% | 97,689 | SH |
| 15 | VEEVA SYS INC | VEEV | 922475108 | $14.4M | 1.41% | 81,860 | SH |
| 16 | APPFOLIO INC | APPF | 03783C100 | $11.3M | 1.10% | 71,490 | SH |
| 17 | FIGMA INC | FIG | 316841105 | $10.9M | 1.07% | 517,380 | SH |
| 18 | CROWDSTRIKE HOLDINGS INC | CRWD | 22788C105 | $8.9M | 0.87% | 22,715 | SH |
| 19 | EVERPURE INC | P | 74624M102 | $7.8M | 0.76% | 132,160 | SH |
| 20 | SERVICENOW INC | NOW | 81762P102 | $7.1M | 0.69% | 67,720 | SH |
| 21 | NETSKOPE INC | NTSK | 64119N608 | $637.3K | 0.06% | 75,060 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |