Portfolio (Quarterly)
Guide ↗
CROSSLINK CAPITAL INC
· CIK 0001104329| # | 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 | GOOGL | ALPHABET INC | Communication Services | 209,450.0 | $60.2M | 5.89% | +16K | +8.1% | $287.56 | +34.8% |
| 4 | MU | MICRON TECHNOLOGY INC | Technology | 167,530.0 | $56.6M | 5.54% | +2K | +1.5% | $337.84 | +125.6% |
| 5 | NU | NU HLDGS LTD | Financial Services | 3,082,400.0 | $44.3M | 4.33% | +1.4M | +86.1% | $14.37 | -8.4% |
| 6 | DDOG | DATADOG INC | Technology | 219,265.0 | $25.9M | 2.53% | +127K | +137.9% | $118.05 | +84.7% |
| 7 | CRM | SALESFORCE INC | Technology | 136,035.0 | $25.4M | 2.48% | NEW | — | $186.67 | -5.5% |
| 8 | DASH | DOORDASH INC | Communication Services | 168,992.0 | $25.4M | 2.48% | +23K | +15.9% | $150.15 | +6.1% |
| 9 | NTNX | NUTANIX INC | Technology | 664,911.0 | $25.3M | 2.47% | -86K | -11.5% | $38.01 | +17.6% |
| 10 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 13,848.0 | $23.9M | 2.34% | -14K | -50.5% | $1729.02 | -3.0% |
| 11 | NVDA | NVIDIA CORPORATION | Technology | 126,100.0 | $22.0M | 2.15% | NEW | — | $174.40 | +25.9% |
| 12 | IIIV | I3 VERTICALS INC | Technology | 966,001.0 | $21.6M | 2.11% | +15K | +1.6% | $22.36 | -12.0% |
| 13 | WEAV | WEAVE COMMUNICATIONS INC | Technology | 4,246,858.0 | $19.6M | 1.92% | +611K | +16.8% | $4.62 | +27.5% |
| 14 | PANW | PALO ALTO NETWORKS INC | Technology | 97,689.0 | $15.7M | 1.53% | -33K | -25.3% | $160.32 | +57.8% |
| 15 | VEEV | VEEVA SYS INC | Healthcare | 81,860.0 | $14.4M | 1.41% | -45K | -35.7% | $175.66 | -6.1% |
| 16 | APPF | APPFOLIO INC | Technology | 71,490.0 | $11.3M | 1.10% | +46K | +185.7% | $157.82 | +2.9% |
| 17 | FIG | FIGMA INC | Technology | 517,380.0 | $10.9M | 1.07% | NEW | — | $21.14 | +2.1% |
| 18 | CRWD | CROWDSTRIKE HOLDINGS INC | Technology | 22,715.0 | $8.9M | 0.87% | +6K | +32.2% | $390.41 | +66.0% |
| 19 | PSTG | EVERPURE INC | Technology | 132,160.0 | $7.8M | 0.76% | -351K | -72.6% | $59.04 | +41.9% |
| 20 | NOW | SERVICENOW INC | Technology | 67,720.0 | $7.1M | 0.69% | NEW | — | $104.55 | -4.6% |
① 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%