Crosslink Capital Inc
Net buyer this quarter
$1.35B
22
+$291M
84.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CHYM | $536M | 39.61% | 39.11% | Not reported | Q2 2025 |
 LRCX | $187M | 13.80% | 0.03% | -11.8% | Q3 2013 |
 MU | $157M | 11.61% | 0.01% | -18.7% | Q1 2020 |
 GOOGL | $51.6M | 3.81% | 0.00% | -31.1% | Q3 2015 |
 NU | $45.2M | 3.34% | Not reported | +9.8% | Q4 2025 |
 NTSK | $36.6M | 2.70% | Not reported | +4357.5% | Q3 2025 |
 DDOG | $34.5M | 2.55% | 0.17% | -39.6% | Q1 2025 |
 PANW | $32.8M | 2.42% | 0.01% | -1.5% | Q3 2013 |
 CRM | $31M | 2.29% | 0.29% | +1626.0% | Q3 2013 |
 NTNX | $30.2M | 2.23% | 0.22% | -10.8% | Q3 2016 |
 CBRS | $28.8M | 2.13% | Not reported | New | Q2 2026 |
 WEAV | $25.6M | 1.89% | 5.35% | +0.6% | Q1 2022 |
 IIIV | $23.9M | 1.76% | Not reported | +15.7% | Q2 2018 |
 MELI | $21.7M | 1.60% | 0.03% | -7.9% | Q3 2014 |
 DASH | $18.1M | 1.34% | Not reported | -41.9% | Q1 2023 |
 NVDA | $16.8M | 1.24% | 0.00% | -33.6% | Q4 2015 |
 ZS | $15.3M | 1.13% | 0.07% | New | Q2 2026 |
 APPF | $15M | 1.11% | Not reported | +30.6% | Q4 2024 |
 CRDO | $14.3M | 1.05% | 0.03% | New | Q2 2026 |
 COHR | $13.8M | 1.02% | 0.02% | New | Q2 2026 |
 CRWD | $10.8M | 0.80% | 0.01% | -37.5% | Q2 2020 |
 VEEV | $7.51M | 0.55% | 0.03% | -48.3% | Q1 2025 |
| Q1 2026 | |||||
| CHYM | $490M | 48.00% | 39.11% | -3.8% | Q2 2025 |
| LRCX | $104M | 10.23% | 0.04% | -14.6% | Q3 2013 |
| GOOGL | $60.2M | 5.89% | 0.00% | +8.1% | Q3 2015 |
| MU | $56.6M | 5.54% | 0.01% | +1.5% | Q1 2020 |
| NU | $44.3M | 4.33% | Not reported | +86.1% | Q4 2025 |
| DDOG | $25.9M | 2.53% | 0.28% | +137.9% | Q1 2025 |
| CRM | $25.4M | 2.49% | 0.01% | Not reported | Q3 2013 |
| DASH | $25.4M | 2.48% | Not reported | +15.9% | Q1 2023 |
| NTNX | $25.3M | 2.47% | 0.25% | -11.5% | Q3 2016 |
| MELI | $23.9M | 2.34% | 0.03% | -50.5% | Q3 2014 |
| NVDA | $22M | 2.15% | 0.00% | Not reported | Q4 2015 |
| IIIV | $21.6M | 2.11% | Not reported | +1.6% | Q2 2018 |
| WEAV | $19.6M | 1.92% | 5.35% | +16.8% | Q1 2022 |
| PANW | $15.7M | 1.53% | 0.01% | -25.3% | Q3 2013 |
| VEEV | $14.4M | 1.41% | 0.05% | -35.7% | Q1 2025 |
| APPF | $11.3M | 1.10% | Not reported | +185.7% | Q4 2024 |
 FIG | $10.9M | 1.07% | Not reported | New | Q1 2026 |
| CRWD | $8.87M | 0.87% | 0.01% | +32.2% | Q2 2020 |
 P | $7.8M | 0.76% | 0.04% | -72.6% | Q4 2019 |
 NOW | $7.08M | 0.69% | 0.01% | Not reported | Q2 2014 |
| NTSK | $637K | 0.06% | Not reported | Not reported | Q3 2025 |
| Q4 2025 | |||||
| CHYM | $685M | 53.06% | 40.65% | -7.0% | Q2 2025 |
| LRCX | $98M | 7.59% | 0.05% | -25.0% | Q3 2013 |
| GOOGL | $60.6M | 4.70% | 0.00% | +21.5% | Q3 2015 |
| MELI | $56.3M | 4.36% | 0.06% | +3.6% | Q3 2014 |
| MU | $47.1M | 3.65% | 0.01% | -42.5% | Q1 2020 |
| NTNX | $38.8M | 3.01% | 0.28% | +3.7% | Q3 2016 |
| DASH | $33M | 2.56% | Not reported | -16.3% | Q1 2023 |
| P | $32.4M | 2.51% | 0.15% | -33.0% | Q4 2019 |
| VEEV | $28.4M | 2.20% | 0.08% | -29.7% | Q1 2025 |
| NU | $27.7M | 2.15% | Not reported | New | Q4 2025 |
| WEAV | $27.6M | 2.14% | 4.64% | -48.6% | Q1 2022 |
 PENG | $25.7M | 1.99% | 2.50% | -29.0% | Q2 2017 |
| PANW | $24.1M | 1.87% | 0.02% | -6.7% | Q3 2013 |
| IIIV | $24M | 1.86% | Not reported | +1.4% | Q2 2018 |
 MNDY | $23.9M | 1.85% | 0.32% | -20.4% | Q4 2024 |
 BKNG | $19.9M | 1.54% | 0.01% | +39.7% | Q3 2023 |
| DDOG | $12.5M | 0.97% | 0.12% | -37.5% | Q1 2025 |
 MRVL | $12M | 0.93% | 0.02% | +148.8% | Q1 2019 |
| CRWD | $8.06M | 0.62% | 0.01% | -40.5% | Q2 2020 |
| APPF | $5.82M | 0.45% | Not reported | Not reported | Q4 2024 |
| Q3 2025 | |||||
| CHYM | $590M | 42.91% | 43.68% | 0.0% | Q2 2025 |
| LRCX | $102M | 7.43% | 0.06% | -6.5% | Q3 2013 |
| MELI | $63.1M | 4.59% | 0.05% | +8.3% | Q3 2014 |
| P | $60.4M | 4.39% | 0.22% | +59.0% | Q4 2019 |
| VEEV | $53.9M | 3.92% | 0.11% | +8.4% | Q1 2025 |
| NTNX | $53.9M | 3.92% | 0.27% | -13.5% | Q3 2016 |
| PENG | $48.6M | 3.53% | 3.50% | -48.4% | Q2 2017 |
| MU | $48M | 3.49% | 0.03% | -21.7% | Q1 2020 |
| DASH | $47.4M | 3.45% | Not reported | -16.3% | Q1 2023 |
| WEAV | $47.3M | 3.44% | 9.07% | Not reported | Q1 2022 |
| MNDY | $39.5M | 2.87% | 0.40% | +238.6% | Q4 2024 |
| GOOGL | $38.7M | 2.82% | 0.00% | Not reported | Q3 2015 |
| IIIV | $30.5M | 2.21% | Not reported | -25.1% | Q2 2018 |
| PANW | $28.5M | 2.08% | 0.02% | +0.1% | Q3 2013 |
 META | $24M | 1.75% | Not reported | -41.4% | Q3 2013 |
| DDOG | $21M | 1.53% | 0.19% | +0.7% | Q1 2025 |
| NVDA | $16.7M | 1.22% | 0.00% | +32.3% | Q4 2015 |
 DUOL | $14.9M | 1.09% | 0.28% | -13.5% | Q2 2024 |
| BKNG | $14.4M | 1.04% | 0.01% | -21.6% | Q3 2023 |
| CRWD | $14.2M | 1.03% | 0.01% | -26.2% | Q2 2020 |
| JAMF | $12.9M | 0.94% | 0.91% | +1.5% | Q4 2021 |
| MRVL | $4.78M | 0.35% | 0.01% | Not reported | Q1 2019 |
| NTSK | $114K | 0.01% | Not reported | New | Q3 2025 |