Crosslink Capital
MENLO PARK, CAfiles as CROSSLINK CAPITAL INC
$1.4bn in 22 US stocks at the end of 30 June 2026. The top 10 are 84.4% of the money. It changed about 18.5% of the portfolio this quarter.
Value
$1.4bn
Stocks
22
Top 10 share
84.4%
Turnover
18.5%
What changed this quarter
New
Bought for the first time this quarter.
- Cerebras SystemsCBRS2.1% of the fund
- ZscalerZS1.1% of the fund
- Credo Technology Group HoldingCRDO1.1% of the fund
- CoherentCOHR1.0% of the fund
Added
Bought more of a stock they already held.
- Nu HoldingsNU3.3% of the fund+10%
- NetskopeNTSK2.7% of the fund+4357%
- SalesforceCRM2.3% of the fund+1626%
- i3 VerticalsIIIV1.8% of the fund+16%
- AppfolioAPPF1.1% of the fund+31%
Cut
Sold some of their stake.
- Lam ResearchLRCX13.8% of the fund-12%
- Micron TechnologyMU11.6% of the fund-19%
- AlphabetGOOGL3.8% of the fund-31%
- DatadogDDOG2.5% of the fund-40%
- NutanixNTNX2.2% of the fund-11%
- MercadoLibreMELI1.6% of the fund-8%
- DoorDashDASH1.3% of the fund-42%
- NvidiaNVDA1.2% of the fund-34%
- CrowdStrike HoldingsCRWD0.8% of the fund-37%
- Veeva SystemsVEEV0.6% of the fund-48%
Sold out
Sold their entire stake.
- FigmaFIG-100%
- EverpureP-100%
- ServiceNowNOW-100%
Holdings
- Cerebras SystemsCBRS
- Share
- 2.1%
- Value
- $29m
- Shares
- 130,445
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Chime FinancialCHYM | 39.6% | $536m | 26,185,368 | Held |
| Lam ResearchLRCX | 13.8% | $187m | 431,266 | -12% |
| Micron TechnologyMU | 11.6% | $157m | 136,205 | -19% |
| AlphabetGOOGL | 3.8% | $52m | 144,250 | -31% |
| Nu HoldingsNU | 3.3% | $45m | 3,383,667 | +10% |
| NetskopeNTSK | 2.7% | $37m | 3,345,759 | +4357% |
| DatadogDDOG | 2.5% | $34m | 132,455 | -40% |
| Palo Alto NetworksPANW | 2.4% | $33m | 96,234 | Held |
| SalesforceCRM | 2.3% | $31m | 2,347,970 | +1626% |
| NutanixNTNX | 2.2% | $30m | 593,076 | -11% |
| Cerebras SystemsCBRS | 2.1% | $29m | 130,445 | New |
| Weave CommunicationsWEAV | 1.9% | $26m | 4,272,209 | Held |
| i3 VerticalsIIIV | 1.8% | $24m | 1,117,986 | +16% |
| MercadoLibreMELI | 1.6% | $22m | 12,758 | -8% |
| DoorDashDASH | 1.3% | $18m | 98,122 | -42% |
| NvidiaNVDA | 1.2% | $17m | 83,760 | -34% |
| ZscalerZS | 1.1% | $15m | 108,584 | New |
| AppfolioAPPF | 1.1% | $15m | 93,340 | +31% |
| Credo Technology Group HoldingCRDO | 1.1% | $14m | 52,450 | New |
| CoherentCOHR | 1.0% | $14m | 35,100 | New |
| CrowdStrike HoldingsCRWD | 0.8% | $11m | 14,205 | -37% |
| Veeva SystemsVEEV | 0.6% | $8m | 42,330 | -48% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 22.9% since 30 June 2025.
Where the money is
Technology51.3%
Financial services43.0%
Media & telecom3.8%
Retail & consumer1.3%
Health care0.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.