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CROSSLINK CAPITAL INC — 13F Holdings & Portfolio

CIK 1104329 · latest 13F-HR filed 2026-08-14

Backtest portfolio

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 and exited 3; 12 existing positions rose in reported value and 5 fell.

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.

Loading holdings…
AUM
$1.35B

Long-equity book

Holdings
23

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+4 / −3 / ↑12 / ↓5

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
CHYM39.6% · 0%LRCX13.8% · -12%MU11.6% · -19%GOOGL3.8% · -31%NU3.3% · +10%NTSK2.7% · +4357%DDOG2.5% · -40%PANW2.4% · -2%CRM2.3% · +1626%NTNX2.2% · -11%CBRS2.1% · newWEAV1.9% · +1%IIIV1.8% · +16%MELI1.6% · -8%DASH1.3% · -42%NVDA1.2% · -34%ZS1.1% · newAPPF1.1% · +31%CRDO1.1% · newCOHR1.0% · newCRWD0.8% · -38%VEEV0.6% · -48%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 84.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 27, 2026.

Assets Under Management
$3.91B
Discretionary
$3.91B
Employees
34
Accounts
33
Address
2180 SAND HILL ROAD, SUITE 200
MENLO PARK, CA 94025
Phone
(415) 617-1800
Website
Name Title / Status Ownership Type
CHIN, ERIC, JOHN ControlGENERAL PARTNER; OWNER
since Dec 2015
10–25%Individual
OFFER, MAUREEN, NOELANI ControlPARTNER; CHIEF FINANCIAL OFFICER
since Aug 2016
Less than 5%Individual
SILVERMAN, DAVID, RICHARD ControlGENERAL PARTNER; OWNER
since Dec 2015
10–25%Individual
STARK, MICHAEL, JOSEPH ControlPRESIDENT; GENERAL PARTNER; OWNER
since Jan 1999
50–75%Individual
SZIGETI, MIHALY, ZOLTAN ControlPARTNER; CHIEF COMPLIANCE OFFICER
since Aug 2016
Less than 5%Individual
BLISKA, THOMAS, EDWARDGENERAL PARTNER; OWNER
since Dec 2004
5–10%Individual
FEUILLE, JAMES, MCDOWELL PRESTONGENERAL PARTNER; OWNER
since Apr 2007
5–10%Individual
MYERS, DANIEL, THOMASGENERAL PARTNER; OWNER
since Jan 2016
Less than 5%Individual
Ownership & leadership changes · 9 filings with changes since Apr 2, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 30, 2020 filing
  • ChangedOFFER, MAUREEN, NOELANI · title PARTNER; CHIEF ADMINISTRATIVE OFFICER → PARTNER; CHIEF FINANCIAL OFFICER
  • ChangedSZIGETI, MIHALY, ZOLTAN · title PARTNER; CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER → PARTNER; CHIEF COMPLIANCE OFFICER
Mar 29, 2018 filing
  • No longer listedKAUFMAN, SEYMOUR, FRANKLIN · GENERAL PARTNER · Less than 5% · listed since Jan 1999
  • ChangedSILVERMAN, DAVID, RICHARD · ownership Less than 5% → 10–25%
Sep 29, 2017 filing
  • ChangedCHIN, ERIC, JOHN · ownership Less than 5% → 10–25%
  • ChangedFEUILLE, JAMES, MCDOWELL PRESTON · ownership 10–25% → 5–10%
  • ChangedKAUFMAN, SEYMOUR, FRANKLIN · title GENERAL PARTNER; OWNER → GENERAL PARTNER; ownership 10–25% → Less than 5%
Mar 29, 2017 filing
  • No longer listedCOURTNEY, DAVID, HOWARD · OWNER · 5–10% · control person · listed since Feb 2013
  • No longer listedPERKINS, JOHN, STEPHEN · OWNER · Less than 5% · listed since Mar 2010
Aug 30, 2016 filing
  • AddedOFFER, MAUREEN, NOELANI · PARTNER; CHIEF ADMINISTRATIVE OFFICER · Less than 5% · control person
  • ChangedCOURTNEY, DAVID, HOWARD · title CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER; GENERAL PARTNER; OWNER → OWNER
  • ChangedPERKINS, JOHN, STEPHEN · title GENERAL PARTNER; OWNER → OWNER
  • ChangedSZIGETI, MIHALY, ZOLTAN · title CHIEF FINANCIAL OFFICER → PARTNER; CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER
Mar 30, 2016 filing
  • AddedMYERS, DANIEL, THOMAS · GENERAL PARTNER; OWNER · Less than 5%
  • AddedSILVERMAN, DAVID, RICHARD · GENERAL PARTNER; OWNER · Less than 5% · control person
  • ChangedBLISKA, THOMAS, EDWARD · title OWNER → GENERAL PARTNER; OWNER
  • ChangedCHIN, ERIC, JOHN · title OWNER → GENERAL PARTNER; OWNER; now a control person
  • ChangedCOURTNEY, DAVID, HOWARD · title CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER; GENERAL PARTNER; OWNER
  • ChangedFEUILLE, JAMES, MCDOWELL PRESTON · title OWNER → GENERAL PARTNER; OWNER
  • ChangedKAUFMAN, SEYMOUR, FRANKLIN · title OWNER → GENERAL PARTNER; OWNER
  • ChangedPERKINS, JOHN, STEPHEN · title OWNER → GENERAL PARTNER; OWNER
  • ChangedSTARK, MICHAEL, JOSEPH · title PRESIDENT → PRESIDENT; GENERAL PARTNER; OWNER
Mar 27, 2015 filing
  • No longer listedCOAN, JOHN, BENT · OWNER · Less than 5% · listed since Jan 2013
  • No longer listedFYMAT, ISABELLE, NATALIE · OWNER · Less than 5% · listed since Jan 2013
  • ChangedCOURTNEY, DAVID, HOWARD · ownership Less than 5% → 5–10%
  • ChangedFEUILLE, JAMES, MCDOWELL PRESTON · ownership 5–10% → 10–25%
Mar 28, 2014 filing
  • AddedCHIN, ERIC, JOHN · OWNER · Less than 5%
  • AddedCOAN, JOHN, BENT · OWNER · Less than 5%
  • AddedFYMAT, ISABELLE, NATALIE · OWNER · Less than 5%
  • ChangedSTARK, MICHAEL, JOSEPH · title OWNER → PRESIDENT
Apr 1, 2013 filing
  • No longer listedCONTRO, JEROME, STEPHEN · OWNER · 5–10% · listed since Apr 2008
  • AddedCOURTNEY, DAVID, HOWARD · CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedSZIGETI, MIHALY, ZOLTAN · title CHIEF COMPLIANCE OFFICER → CHIEF FINANCIAL OFFICER
Apr 2, 2012 filing (earliest on record)
  • ListedBLISKA, THOMAS, EDWARD · OWNER · 5–10%
  • ListedCONTRO, JEROME, STEPHEN · OWNER · 5–10%
  • ListedFEUILLE, JAMES, MCDOWELL PRESTON · OWNER · 5–10%
  • ListedKAUFMAN, SEYMOUR, FRANKLIN · OWNER · 10–25%
  • ListedPERKINS, JOHN, STEPHEN · OWNER · Less than 5%
  • ListedSTARK, MICHAEL, JOSEPH · OWNER · 50–75% · control person
  • ListedSZIGETI, MIHALY, ZOLTAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 12 →

Top Trims

Show all 5 →

New Positions

Show all 4 →

Exited Positions

Show all 3 →

CROSSLINK CAPITAL INC Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
2180 SAND HILL ROAD
SUITE 200
MENLO PARK, CA 94025
Phone
(415) 693-3355
Filing Manager
CROSSLINK CAPITAL INC
MENLO PARK, CA
Signatory
Mihaly Szigeti
Chief Compliance Officer