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Crosslink Capital Portfolio holdings

AUM $1.02B
1-Year Est. Return 9.21%
This Quarter Est. Return
-15.65%
1 Year Est. Return
-9.21%
3 Year Est. Return
+105.26%
5 Year Est. Return
+96.6%
10 Year Est. Return
+1,227.91%
AUM
$1.02B
AUM Growth
-$269M
Cap. Flow
-$54.3M
Cap. Flow %
-5.31%
Top 10 Hldgs %
86.31%
Holding
25
New
5
Increased
9
Reduced
7
Closed
4

Top Buys

1
CRM icon
Salesforce
CRM
+$28.2M
2
NVDA icon
NVIDIA
NVDA
+$23.1M
3
NU icon
Nu Holdings
NU
+$23.1M
4
DDOG icon
Datadog
DDOG
+$15.7M
5
FIG
Figma
FIG
+$14.2M

Top Sells

1
MELI icon
Mercado Libre
MELI
+$27.2M
2
PENG
Penguin Solutions Inc
PENG
+$25.7M
3
MNDY icon
monday.com
MNDY
+$23.9M
4
P
Everpure Inc
P
+$23.8M
5
CHYM
Chime Financial
CHYM
+$23.4M

Sector Composition

1 Technology 81.62%
2 Communication Services 5.89%
3 Consumer Discretionary 4.83%
4 Financials 4.33%
5 Healthcare 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHYM
1
Chime Financial
CHYM
$8.55B
$490M 48%
26,185,368
-1,029,973
-4% -$23.4M
LRCX icon
2
Lam Research
LRCX
$391B
$104M 10.23%
489,009
-83,698
-15% -$18.7M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.21T
$60.2M 5.89%
209,450
+15,750
+8% +$4.95M
MU icon
4
Micron Technology
MU
$971B
$56.6M 5.54%
167,530
+2,405
+1% +$942K
NU icon
5
Nu Holdings
NU
$65.6B
$44.3M 4.34%
3,082,400
+1,425,805
+86% +$23.1M
DDOG icon
6
Datadog
DDOG
$92.2B
$25.9M 2.53%
219,265
+127,090
+138% +$15.7M
CRM icon
7
Salesforce
CRM
$140B
$25.4M 2.49%
+136,035
New +$28.2M
DASH icon
8
DoorDash
DASH
$80.2B
$25.4M 2.48%
168,992
+23,175
+16% +$4.28M
NTNX icon
9
Nutanix
NTNX
$14.9B
$25.3M 2.47%
664,911
-86,335
-11% -$3.64M
MELI icon
10
Mercado Libre
MELI
$92.1B
$23.9M 2.34%
13,848
-14,121
-50% -$27.2M
NVDA icon
11
NVIDIA
NVDA
$4.92T
$22M 2.15%
+126,100
New +$23.1M
IIIV icon
12
i3 Verticals
IIIV
$405M
$21.6M 2.11%
966,001
+14,785
+2% +$344K
WEAV icon
13
Weave Communications
WEAV
$573M
$19.6M 1.92%
4,246,858
+610,942
+17% +$3.56M
PANW icon
14
Palo Alto Networks
PANW
$290B
$15.7M 1.53%
97,689
-33,089
-25% -$5.56M
VEEV icon
15
Veeva Systems
VEEV
$31.8B
$14.4M 1.41%
81,860
-45,395
-36% -$8.92M
APPF icon
16
AppFolio
APPF
$6.35B
$11.3M 1.1%
71,490
+46,465
+186% +$8.8M
FIG
17
Figma
FIG
$12.7B
$10.9M 1.07%
+517,380
New +$14.2M
CRWD icon
18
CrowdStrike
CRWD
$206B
$8.87M 0.87%
90,860
+22,120
+32% +$2.34M
P
19
Everpure Inc
P
$23.1B
$7.8M 0.76%
132,160
-350,685
-73% -$23.8M
NOW icon
20
ServiceNow
NOW
$106B
$7.08M 0.69%
+67,720
New +$7.97M
NTSK
21
Netskope Inc
NTSK
$5.47B
$637K 0.06%
+75,060
New +$932K
BKNG icon
22
Booking.com
BKNG
$140B
– –
-92,850
Closed -$19.9M
MNDY icon
23
monday.com
MNDY
$3.35B
– –
-162,225
Closed -$23.9M
MRVL icon
24
Marvell Technology
MRVL
$169B
– –
-141,450
Closed -$12M
PENG
25
Penguin Solutions Inc
PENG
$3.13B
– –
-1,312,330
Closed -$25.7M

Similar funds

CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
EFM
EQT Fund Management Luxembourg $1.02B AUM
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Crosslink Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Crosslink Capital held 25 positions worth $1.02B, down 21% from $1.29B the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Crosslink Capital withdrew a net $54.3M in Q1 2026, closing 4 positions and reducing 7 holdings. Its most notable exit was Penguin Solutions Inc, an estimated $25.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 82% of assets, up from 80% a quarter earlier, followed by Communication Services and Consumer Discretionary.

Against the trend, Crosslink Capital opened a new position in Salesforce worth $25.4M.

  • Crosslink Capital's largest Q1 2026 buy was Salesforce: 136,035 shares worth $25.4M.
  • Crosslink Capital added most to Nu Holdings in Q1 2026, an estimated $23.1M increase.
  • Crosslink Capital's biggest Q1 2026 reduction was Mercado Libre, cutting an estimated $27.2M.
  • Crosslink Capital fully exited Penguin Solutions Inc in Q1 2026, selling an estimated $25.7M.
  • Crosslink Capital's ten largest holdings make up 86% of its $1.02B portfolio in Q1 2026.
  • Crosslink Capital opened 5 new positions and closed 4 in Q1 2026.
  • Crosslink Capital's portfolio value fell 21% quarter-over-quarter to $1.02B.

Based on Crosslink Capital's 13F filing for Q1 2026, filed 15 May 2026.