Holders — by stockHoldings — by fund
CROSSLINK CAPITAL INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1104329
$1.35B
disclosed book value
22
positions
39.6%
largest position share
Positions, as of 2026-06-30
top 23 of 22 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CHYMCHIME FINL INC | 26.2M | $536.3M | 39.6% |
| 2 | LRCXLAM RESEARCH CORP | 431,266 | $186.9M | 13.8% |
| 3 | MUMICRON TECHNOLOGY INC | 136,205 | $157.2M | 11.6% |
| 4 | GOOGLALPHABET INC | 144,250 | $51.6M | 3.8% |
| 5 | NU HLDGS LTD | 3.4M | $45.2M | 3.3% |
| 6 | NTSKNETSKOPE INC | 3.3M | $36.6M | 2.7% |
| 7 | DDOGDATADOG INC | 132,455 | $34.5M | 2.5% |
| 8 | PANWPALO ALTO NETWORKS INC | 96,234 | $32.8M | 2.4% |
| 9 | NTNXNUTANIX INC | 593,076 | $30.2M | 2.2% |
| 10 | CBRSCEREBRAS SYSTEMS INC | 130,445 | $28.8M | 2.1% |
| 11 | WEAVWEAVE COMMUNICATIONS INC | 4.3M | $25.6M | 1.9% |
| 12 | IIIVI3 VERTICALS INC | 1.1M | $23.9M | 1.8% |
| 13 | MELIMERCADOLIBRE INC | 12,758 | $21.7M | 1.6% |
| 14 | CRMSALESFORCE INC | 135,175 | $21.2M | 1.6% |
| 15 | DASHDOORDASH INC | 98,122 | $18.1M | 1.3% |
| 16 | NVDANVIDIA CORPORATION | 83,760 | $16.8M | 1.2% |
| 17 | ZSZSCALER INC | 108,584 | $15.3M | 1.1% |
| 18 | APPFAPPFOLIO INC | 93,340 | $15.0M | 1.1% |
| 19 | CREDO TECHNOLOGY GROUP HOLDI | 52,450 | $14.3M | 1.1% |
| 20 | COHRCOHERENT CORP | 35,100 | $13.8M | 1% |
| 21 | CRWDCROWDSTRIKE HOLDINGS INC | 14,205 | $10.8M | 0.8% |
| 22 | CRMSNAP INC | 2.2M | $9.8M | 0.7% |
| 23 | VEEVVEEVA SYS INC | 42,330 | $7.5M | 0.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.