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Crosslink Capital Portfolio holdings

AUM $1.02B
1-Year Est. Return 9.21%
This Quarter Est. Return
-15.65%
1 Year Est. Return
-9.21%
3 Year Est. Return
+105.26%
5 Year Est. Return
+96.6%
10 Year Est. Return
+1,227.91%
AUM
$1.02B
AUM Growth
-$269M
Cap. Flow
-$54.3M
Cap. Flow %
-5.31%
Top 10 Hldgs %
86.31%
Holding
25
New
5
Increased
9
Reduced
7
Closed
4

Top Buys

1
CRM icon
Salesforce
CRM
+$28.2M
2
NVDA icon
NVIDIA
NVDA
+$23.1M
3
NU icon
Nu Holdings
NU
+$23.1M
4
DDOG icon
Datadog
DDOG
+$15.7M
5
FIG
Figma
FIG
+$14.2M

Top Sells

1
MELI icon
Mercado Libre
MELI
+$27.2M
2
PENG
Penguin Solutions Inc
PENG
+$25.7M
3
MNDY icon
monday.com
MNDY
+$23.9M
4
P
Everpure Inc
P
+$23.8M
5
CHYM
Chime Financial
CHYM
+$23.4M

Sector Composition

1 Technology 81.62%
2 Communication Services 5.89%
3 Consumer Discretionary 4.83%
4 Financials 4.33%
5 Healthcare 3.33%

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Crosslink Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Crosslink Capital held 25 positions worth $1.02B, down 21% from $1.29B the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Crosslink Capital withdrew a net $54.3M in Q1 2026, closing 4 positions and reducing 7 holdings. Its most notable exit was Penguin Solutions Inc, an estimated $25.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 82% of assets, up from 80% a quarter earlier, followed by Communication Services and Consumer Discretionary.

Against the trend, Crosslink Capital opened a new position in Salesforce worth $25.4M.

  • Crosslink Capital's largest Q1 2026 buy was Salesforce: 136,035 shares worth $25.4M.
  • Crosslink Capital added most to Nu Holdings in Q1 2026, an estimated $23.1M increase.
  • Crosslink Capital's biggest Q1 2026 reduction was Mercado Libre, cutting an estimated $27.2M.
  • Crosslink Capital fully exited Penguin Solutions Inc in Q1 2026, selling an estimated $25.7M.
  • Crosslink Capital's ten largest holdings make up 86% of its $1.02B portfolio in Q1 2026.
  • Crosslink Capital opened 5 new positions and closed 4 in Q1 2026.
  • Crosslink Capital's portfolio value fell 21% quarter-over-quarter to $1.02B.

Based on Crosslink Capital's 13F filing for Q1 2026, filed 15 May 2026.