Crosslink Capital Inc Portfolio Shifts: Technology Focus and Key Stock Changes in Q2 2026

For the period ending June 30, 2026, Crosslink Capital Inc (Crosslink Capital Inc) demonstrated significant activity within its portfolio. The firm focused on acquiring shares in several companies while reducing positions or exiting others during this quarter.

Significant New Acquisitions and Increased Holdings

Crosslink Capital Inc bolstered its Technology sector exposure through notable new purchases and increases in existing holdings. This quarter saw substantial buying activity, including a significant increase in Snap Inc (CRM) shares by over 2 million units (representing an approximately 1537% change from the prior period). This move added considerable weight to the position, increasing its allocation percentage.

Additionally, Crosslink acquired a substantial stake in Zoom Interactive (ZS) by purchasing all 108,584 shares held previously (a 100% increase), effectively doubling down on this Technology stock and raising its portfolio weight. The firm also initiated a position in Credo Technology Group (G25457105) by buying all 52,450 shares previously held (another 100% increase), adding a new Technology holding.

New positions were established in Nu Holdings Ltd (G6683N103) and I3 Verticals Inc (IIIV). The addition of Nu Holdings Ltd increased its portfolio allocation by about 9.77%, while the new Technology position in Credo Technology Group added a smaller but still significant 1.05%.

Reductions and Portfolio Reallocations

Crosslink Capital Inc also made strategic reductions during Q2 2026, adjusting its portfolio allocations across different sectors. The firm sold shares in DoorDash (DASH) and Datadog (DDOG), both Technology stocks, although the impact on overall allocation percentages was not disclosed for DoorDash.

The reduction in Nutanix (NTNX) shares resulted in a -10.8% change from the prior period, affecting its portfolio weight. Similarly, Crosslink sold shares of Zoom Interactive (ZS) and Micron Technology (MU), though the exact percentage change for Zoom was not provided in this filing.

Crosslink Capital Inc also disposed of its position in Credo Technology Group (G25457105) entirely, as it is no longer listed among the top holdings. Furthermore, the firm sold shares of Coherent Corp (COHR), which previously saw a +100% increase but was now reduced.

Detailed Changes in Portfolio Holdings

The following table summarizes the key changes observed across Crosslink Capital Inc's portfolio for the quarter ending June 30, 2026:

• New Position Acquired: Credo Technology Group (G25457105)
• Position Increased by 100%: Zoom Interactive (ZS), Snap Inc (CRM)
• Position Increased Significantly: Nu Holdings Ltd (G6683N103) (+9.77%), I3 Verticals Inc (IIIV) (+15.73%)
• Position Reduced by 41.94%: DoorDash (DASH)
• Position Reduced by -39.59%: Datadog (DDOG)
• Position Reduced by -33.58%: NVIDIA Corporation (NVDA)

Crosslink Capital Inc's portfolio now includes holdings in Snap Inc, Nu Holdings Ltd, I3 Verticals Inc, Zoom Interactive, Datadog, Nutanix, DoorDash, Micron Technology, and others.