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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
$485M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$8.29M
3 +$7.54M
4
LRCX icon
Lam Research
LRCX
+$7.11M
5
AVLR
Avalara, Inc.
AVLR
+$6.43M

Top Sells

1 +$44.4M
2 +$13.6M
3 +$7.22M
4
CVNA icon
Carvana
CVNA
+$6.05M
5
MPWR icon
Monolithic Power Systems
MPWR
+$5.87M

Sector Composition

1 Technology 67.43%
2 Consumer Discretionary 22.48%
3 Financials 6.52%
4 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-238,367
27
-35,059