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Crosslink Capital Portfolio holdings

AUM $1.35B
1-Year Est. Return 35.86%
This Quarter Est. Return
+57.41%
1 Year Est. Return
+35.86%
3 Year Est. Return
+134.61%
5 Year Est. Return
+169.99%
10 Year Est. Return
+1,753.76%
AUM
$1.35B
AUM Growth
+$332M
Cap. Flow
+$358M
Cap. Flow %
26.45%
Top 10 Hldgs %
84.37%
Holding
25
New
4
Increased
6
Reduced
11
Closed
3

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$389M
2
NTSK
Netskope Inc
NTSK
+$33.3M
3
CBRS
Cerebras Systems
CBRS
+$30.7M
4
ZS icon
Zscaler
ZS
+$15.1M
5
COHR icon
Coherent
COHR
+$12.4M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$23.5M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$23.5M
3
LRCX icon
Lam Research
LRCX
+$17.5M
4
DDOG icon
Datadog
DDOG
+$16.1M
5
DASH icon
DoorDash
DASH
+$11.7M

Sector Composition

Rank Sector Weight
1 Technology 87.47%
2 Communication Services 3.81%
3 Financials 3.34%
4 Consumer Discretionary 2.94%
5 Healthcare 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHYM
1
Chime Financial
CHYM
$12.7B
$536M 39.61%
26,185,368
– –
LRCX icon
2
Lam Research
LRCX
$366B
$187M 13.8%
431,266
-57,743
-12% -$17.5M
MU icon
3
Micron Technology
MU
$1.08T
$157M 11.61%
136,205
-31,325
-19% -$23.5M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.19T
$51.6M 3.81%
144,250
-65,200
-31% -$23.5M
NU icon
5
Nu Holdings
NU
$75.7B
$45.2M 3.34%
3,383,667
+301,267
+10% +$4.06M
NTSK
6
Netskope Inc
NTSK
$5.86B
$36.6M 2.7%
3,345,759
+3,270,699
+4,357% +$33.3M
DDOG icon
7
Datadog
DDOG
$77.1B
$34.5M 2.55%
132,455
-86,810
-40% -$16.1M
PANW icon
8
Palo Alto Networks
PANW
$271B
$32.8M 2.42%
96,234
-1,455
-1% -$333K
CRM icon
9
Salesforce
CRM
$218B
$31M 2.29%
2,347,970
+2,211,935
+1,626% +$389M
NTNX icon
10
Nutanix
NTNX
$18.4B
$30.2M 2.23%
593,076
-71,835
-11% -$3.25M
CBRS
11
Cerebras Systems
CBRS
$45.2B
$28.8M 2.13%
+130,445
New +$30.7M
WEAV icon
12
Weave Communications
WEAV
$586M
$25.6M 1.89%
4,272,209
+25,351
+0.6% +$138K
IIIV icon
13
i3 Verticals
IIIV
$298M
$23.9M 1.76%
1,117,986
+151,985
+16% +$3.17M
MELI icon
14
Mercado Libre
MELI
$101B
$21.7M 1.6%
12,758
-1,090
-8% -$1.86M
DASH icon
15
DoorDash
DASH
$96.2B
$18.1M 1.34%
98,122
-70,870
-42% -$11.7M
NVDA icon
16
NVIDIA
NVDA
$5.52T
$16.8M 1.24%
83,760
-42,340
-34% -$8.71M
ZS icon
17
Zscaler
ZS
$28.8B
$15.3M 1.13%
+108,584
New +$15.1M
APPF icon
18
AppFolio
APPF
$7.92B
$15M 1.11%
93,340
+21,850
+31% +$3.49M
CRDO icon
19
Credo Technology Group
CRDO
$30.9B
$14.3M 1.05%
+52,450
New +$10.4M
COHR icon
20
Coherent
COHR
$51.8B
$13.8M 1.02%
+35,100
New +$12.4M
CRWD icon
21
CrowdStrike
CRWD
$220B
$10.8M 0.8%
56,820
-34,040
-37% -$4.84M
VEEV icon
22
Veeva Systems
VEEV
$46B
$7.51M 0.55%
42,330
-39,530
-48% -$6.52M
NOW icon
23
ServiceNow
NOW
$151B
– –
-67,720
Closed -$7.08M
P
24
Everpure Inc
P
$32.6B
– –
-132,160
Closed -$7.8M
FIG
25
Figma
FIG
$13.4B
– –
-517,380
Closed -$10.9M

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GGS
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Crosslink Capital's Q2 2026 Portfolio in Review

As of Q2 2026, Crosslink Capital held 25 positions worth $1.35B, up 32% from $1.02B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Crosslink Capital deployed $358M of net new capital in Q2 2026, opening 4 new positions and adding to 6 existing holdings. Its largest new stake was Cerebras Systems: 130,445 shares worth $28.8M.

By sector, the portfolio is most concentrated in Technology at 87% of assets, up from 82% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Micron Technology, an estimated $23.5M trimmed.

  • Crosslink Capital's largest Q2 2026 buy was Cerebras Systems: 130,445 shares worth $28.8M.
  • Crosslink Capital added most to Salesforce in Q2 2026, an estimated $389M increase.
  • Crosslink Capital's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $23.5M.
  • Crosslink Capital fully exited Figma in Q2 2026, selling an estimated $10.9M.
  • Crosslink Capital's ten largest holdings make up 84% of its $1.35B portfolio in Q2 2026.
  • Crosslink Capital opened 4 new positions and closed 3 in Q2 2026.
  • Crosslink Capital's portfolio value rose 32% quarter-over-quarter to $1.35B.

Based on Crosslink Capital's 13F filing for Q2 2026, filed 14 Aug 2026.