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Crosslink Capital Portfolio holdings

AUM $1.76B
1-Year Est. Return 17.09%
This Quarter Est. Return
1 Year Est. Return
+17.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
-$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$19.8M
3
+$12.5M
4
BOX icon
Box
BOX
+$11.9M
5
WP
Worldpay, Inc.
WP
+$9.84M

Top Sells

1
+$36.1M
2
+$14.4M
3
+$12.7M
4
EXPE icon
Expedia Group
EXPE
+$12.6M
5
WDAY icon
Workday
WDAY
+$9.6M

Sector Composition

1 Technology 58.24%
2 Communication Services 23.35%
3 Consumer Discretionary 7.4%
4 Financials 4.15%
5 Real Estate 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.63M 1.24%
313,193
+22,597
27
$6.12M 0.99%
118,246
-98,394
28
$2.36M 0.38%
+291,284
29
$2.32M 0.38%
+9,230
30
$959K 0.16%
17,572
31
– –
-168,845
32
– –
-440,210
33
– –
-5,000
1
2