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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
$439M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$12.3M
3
+$5.66M
4
CVNA icon
Carvana
CVNA
+$4.07M
5
PANW icon
Palo Alto Networks
PANW
+$3.83M

Top Sells

1
+$8.28M
2
+$7.34M
3
+$7.21M
4
CRM icon
Salesforce
CRM
+$6.59M
5
BOX icon
Box
BOX
+$5.57M

Sector Composition

1 Technology 66.61%
2 Consumer Discretionary 13.91%
3 Communication Services 6.07%
4 Financials 4.01%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$242K 0.06%
+5,000
27
– –
-386,385
28
– –
-36,505
29
– –
-16,200
30
– –
-54,240
1
2