Crosslink Capital Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Crosslink Capital Inc disclosed 22 stock positions valued at approximately $1.35B as of quarter-end June 30, 2026. The largest holdings include CHIME FINL INC, LAM RESEARCH CORP, and MICRON TECHNOLOGY INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 22
- Portfolio Value
- $1.35B
Holdings by Sector
Crosslink Capital Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CHIME FINL INC | CHYM | Other | 39.61% | 26,185,368 | - | - | $536,276,337 |
| LAM RESEARCH CORP | LRCX | Other | 13.80% | 431,266 | -57,743 | -11.81% | $186,880,496 |
| MICRON TECHNOLOGY INC | MU | Technology | 11.61% | 136,205 | -31,325 | -18.70% | $157,220,069 |
| ALPHABET INC | GOOGL | Communication Services | 3.81% | 144,250 | -65,200 | -31.13% | $51,550,623 |
| NU HLDGS LTD | NU | Financial Services | 3.34% | 3,383,667 | +301,267 | +9.77% | $45,205,791 |
| NETSKOPE INC | NTSK | Other | 2.70% | 3,345,759 | +3,270,699 | +4357.45% | $36,602,603 |
| DATADOG INC | DDOG | Technology | 2.55% | 132,455 | -86,810 | -39.59% | $34,485,984 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.42% | 96,234 | -1,455 | -1.49% | $32,817,719 |
| SALESFORCE INC | CRM | Technology | 2.29% | 2,347,970 | +2,076,760 | +765.74% | $31,001,326 |
| NUTANIX INC | NTNX | Technology | 2.23% | 593,076 | -71,835 | -10.80% | $30,223,153 |
| CEREBRAS SYSTEMS INC | CBRS | Other | 2.13% | 130,445 | +130,445 | +100.00% | $28,828,345 |
| WEAVE COMMUNICATIONS INC | WEAV | Healthcare | 1.89% | 4,272,209 | +25,351 | +0.60% | $25,590,532 |
| I3 VERTICALS INC | IIIV | Technology | 1.76% | 1,117,986 | +151,985 | +15.73% | $23,880,181 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.60% | 12,758 | -1,090 | -7.87% | $21,655,302 |
| DOORDASH INC | DASH | Communication Services | 1.34% | 98,122 | -70,870 | -41.94% | $18,106,453 |
| NVIDIA CORPORATION | NVDA | Technology | 1.24% | 83,760 | -42,340 | -33.58% | $16,759,538 |
| ZSCALER INC | ZS | Technology | 1.13% | 108,584 | +108,584 | +100.00% | $15,326,632 |
| APPFOLIO INC | APPF | Technology | 1.11% | 93,340 | +21,850 | +30.56% | $14,967,069 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | Technology | 1.05% | 52,450 | +52,450 | +100.00% | $14,263,778 |
| COHERENT CORP | COHR | Technology | 1.02% | 35,100 | +35,100 | +100.00% | $13,845,897 |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 0.80% | 14,205 | -8,510 | -37.46% | $10,840,404 |
| VEEVA SYS INC | VEEV | Healthcare | 0.55% | 42,330 | -39,530 | -48.29% | $7,512,305 |
Showing 22 of 22 holdings in the latest reporting period.