Crosslink Capital Inc
22 holdingsFiling period: 2026-06-30Current AUM: $1.54Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CHYM | Chime Finl Inc | 26.19M | $536.3M | $756.0M | 49.10% | -- | 2026-06-30 |
| 2 | LRCX | Lam Research Corp | 431.3K | $186.9M | $109.7M | 7.13% | -57,743 | 2026-06-30 |
| 3 | MU | Micron Technology Inc | 136.2K | $157.2M | $127.3M | 8.27% | -31,325 | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc | 144.3K | $51.5M | $40.9M | 2.66% | -65,200 | 2026-06-30 |
| 5 | — | NU Hldgs Ltd | 3.38M | $45.2M | $45.2M | 2.94% | +301.3K | 2026-06-30 |
| 6 | NTSK | Netskope Inc | 3.35M | $36.6M | $87.6M | 5.69% | +3.27M | 2026-06-30 |
| 7 | DDOG | Datadog Inc | 132.5K | $34.5M | $35.2M | 2.29% | -86,810 | 2026-06-30 |
| 8 | PANW | Palo Alto Networks Inc | 96.2K | $32.8M | $36.6M | 2.38% | -1,455 | 2026-06-30 |
| 9 | CRM | Salesforce Inc | 2.35M | $31.0M | $45.7M | 2.97% | +2.21M | 2026-06-30 |
| 10 | NTNX | Nutanix Inc | 593.1K | $30.2M | $41.9M | 2.72% | -71,835 | 2026-06-30 |
| 11 | CBRS | Cerebras Systems Inc | 130.4K | $28.8M | $15.0M | 0.98% | -- | 2026-06-30 |
| 12 | WEAV | Weave Communications Inc | 4.27M | $25.6M | $25.6M | 1.66% | +25.4K | 2026-06-30 |
| 13 | IIIV | I3 Verticals Inc | 1.12M | $23.9M | $19.4M | 1.26% | +152.0K | 2026-06-30 |
| 14 | MELI | Mercadolibre Inc | 12.8K | $21.7M | $21.2M | 1.38% | -1,090 | 2026-06-30 |
| 15 | DASH | Doordash Inc | 98.1K | $18.1M | $17.6M | 1.14% | -70,870 | 2026-06-30 |
| 16 | NVDA | NVIDIA Corporation | 83.8K | $16.8M | $17.9M | 1.16% | -42,340 | 2026-06-30 |
| 17 | ZS | Zscaler Inc | 108.6K | $15.3M | $26.9M | 1.75% | -- | 2026-06-30 |
| 18 | APPF | Appfolio Inc | 93.3K | $15.0M | $19.3M | 1.26% | +21.9K | 2026-06-30 |
| 19 | — | Credo Technology Group Holdi | 52.5K | $14.3M | $14.3M | 0.93% | -- | 2026-06-30 |
| 20 | COHR | Coherent Corp | 35.1K | $13.8M | $8.3M | 0.54% | -- | 2026-06-30 |
| 21 | CRWD | Crowdstrike Holdings Inc | 14.2K | $10.8M | $14.8M | 0.96% | -8,510 | 2026-06-30 |
| 22 | VEEV | Veeva Sys Inc | 42.3K | $7.5M | $13.1M | 0.85% | -39,530 | 2026-06-30 |
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