CROSSLINK CAPITAL INC

CIK: 0001104329SEC EDGAR →

Portfolio Value

$1.3B

Holdings

20

As of

Q4 2025

New Positions

3

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

CHIME FINL INC

27,215,341$685.0M
53.06%
2

LAM RESEARCH CORP

572,707$98.0M
7.59%
3

ALPHABET INC

193,700$60.0M
4.65%
4

MERCADOLIBRE INC

27,969$56.0M
4.34%
5

MICRON TECHNOLOGY INC

165,125$47.0M
3.64%
6

NUTANIX INC

751,246$38.0M
2.94%
7

DOORDASH INC

145,817$33.0M
2.56%
8

PURE STORAGE INC

482,845$32.0M
2.48%
9

VEEVA SYS INC

127,255$28.0M
2.17%
10

WEAVE COMMUNICATIONS INC

3,635,916$27.0M
2.09%

Quarterly Changes

Top Buys

NUNEW
$27.0M
GOOGL↑ Increased
$21.3M
NTNX↑ Increased
$15.9M
IIIV↑ Increased
$7.5M
MRVL↑ Increased
$7.2M

Top Sells

CHYM↓ Decreased
$95.1M
PSTG↓ Decreased
$28.4M
VEEV↓ Decreased
$25.9M
METACLOSED
$24.0M
PENG↓ Decreased
$23.6M

New Positions (2)

$27.0M · 1.7M shares
$5.0M · 25K shares

Closed Positions (5)

$24.0M · 33K shares
$16.7M · 90K shares
$14.9M · 46K shares
$12.9M · 1.2M shares
$114K · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services2$712.0M55.5%
Technology13$374.0M29.2%
Communication Services2$93.0M7.3%
Unknown1$56.0M4.4%
Healthcare1$28.0M2.2%
Consumer Cyclical1$19.0M1.5%