Institutions / Crosslink Capital, Inc.

Crosslink Capital, Inc.

CIK 1104329 · Institution · as of Mar 31, 2026
Portfolio value
$1.02B
Positions
21
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$1.02B-20.9%
$1.29B$1.16B$1.02BQ4 '25Q1 '26

Positions

21+5.0%
212120Q4 '25Q1 '26

Top holdings

Mar 31, 2026
CompanyClassValueShares% of portfolio
Chime Financial, Inc.$490.45M26,185,36848.0%
Lam Research Corp$104.48M489,00910.2%
Alphabet Inc.$60.23M209,4505.9%
Micron Technology Inc$56.60M167,5305.5%
Nu Hldgs Ltd$44.29M3,082,4004.3%
Datadog, Inc.$25.88M219,2652.5%
Salesforce Inc$25.39M136,0352.5%
DoorDash, Inc.$25.37M168,9922.5%
Nutanix, Inc.$25.27M664,9112.5%
MercadoLibre, Inc.$23.94M13,8482.3%
NVIDIA Corp$21.99M126,1002.2%
i3 Verticals, Inc.$21.60M966,0012.1%
Weave Communications, Inc.$19.62M4,246,8581.9%
Palo Alto Networks Inc$15.66M97,6891.5%
Veeva Systems Inc$14.38M81,8601.4%
Appfolio Inc$11.28M71,4901.1%
Figma, Inc.FIGCommon Stock$10.94M517,3801.1%
CrowdStrike Holdings, Inc.$8.87M22,7150.9%
Everpure, Inc.$7.80M132,1600.8%
ServiceNow Inc$7.08M67,7200.7%
Netskope Inc$637.3K75,0600.1%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
ExitPENG
Penguin Solutions, Inc.
Common Stock
$-25.67M-1.3M
-100.00%
0
medium
Q1 2026
as of
NewSalesforce Inc
Common stock
$25.39M+136K
136,035
2.49% of portfolio
medium
Q1 2026
as of
TrimMercadoLibre, Inc.
Common stock
$-24.42M-14K
-50.49%
13,848
2.34% of portfolio
medium
Q1 2026
as of
ExitMonday.Com Ltd
Common stock
$-23.94M-162K
-100.00%
0
medium
Q1 2026
as of
NewNVIDIA Corp
Common stock
$21.99M+126K
126,100
2.15% of portfolio
medium
Q1 2026
as of
TrimEverpure, Inc.
Common stock
$-20.70M-351K
-72.63%
132,160
0.76% of portfolio
medium
Q1 2026
as of
AddG6683N103
Common stock
$20.49M+1.4M
+86.07%
3,082,400
4.33% of portfolio
medium
Q1 2026
as of
ExitBooking Holdings Inc
Common stock
$-19.89M-4K
-100.00%
0
medium
Q1 2026
as of
TrimChime Financial, Inc.
Common stock
$-19.29M-1.0M
-3.78%
26,185,368
48.00% of portfolio
medium
Q1 2026
as of
TrimLam Research Corp
Common stock
$-17.88M-84K
-14.61%
489,009
10.23% of portfolio
medium