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Portfolio (Quarterly) Guide ↗

CROSSLINK CAPITAL INC

· CIK 0001104329
13F Portfolio $1.0B AUM 21 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 9 Added 7 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CHYM CHIME FINL INC Financial Services 26,185,368.0 $490.5M 48.00% -1.0M -3.8% $18.73 -3.3%
2 LRCX LAM RESEARCH CORP Technology 489,009.0 $104.5M 10.22% -84K -14.6% $213.66 +41.5%
3 NTNX NUTANIX INC Technology 664,911.0 $25.3M 2.47% -86K -11.5% $38.01 +17.6%
4 MELI MERCADOLIBRE INC Consumer Cyclical 13,848.0 $23.9M 2.34% -14K -50.5% $1729.02 -3.0%
5 PANW PALO ALTO NETWORKS INC Technology 97,689.0 $15.7M 1.53% -33K -25.3% $160.32 +57.8%
6 VEEV VEEVA SYS INC Healthcare 81,860.0 $14.4M 1.41% -45K -35.7% $175.66 -6.1%
7 PSTG EVERPURE INC Technology 132,160.0 $7.8M 0.76% -351K -72.6% $59.04 +41.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 52.3%
Technology 35.5%
Communication Services 8.4%
Consumer Cyclical 2.3%
Healthcare 1.4%