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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%

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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.