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Crosslink Capital Portfolio holdings

AUM $1.29B
1-Year Est. Return 5.16%
This Quarter Est. Return
1 Year Est. Return
+5.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$13.1M
3
+$12.7M
4
MRVL icon
Marvell Technology
MRVL
+$8.98M
5
MPWR icon
Monolithic Power Systems
MPWR
+$7.69M

Top Sells

1
+$33.4M
2
+$12.7M
3
+$11.8M
4
CRM icon
Salesforce
CRM
+$10.9M
5
PANW icon
Palo Alto Networks
PANW
+$10.4M

Sector Composition

1 Technology 64.98%
2 Consumer Discretionary 14.6%
3 Communication Services 7.41%
4 Financials 3.83%
5 Real Estate 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-87,720
27
– –
-222,750
28
– –
-30,310
29
– –
-221,454
30
– –
-4,124,669
1
2