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Crosslink Capital Portfolio holdings

AUM $1.37B
1-Year Est. Return 8.32%
This Quarter Est. Return
1 Year Est. Return
-8.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$781M
AUM Growth
-$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.6M
3
+$12M
4
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$11.3M
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$8.87M

Top Sells

1
+$103M
2
+$17.8M
3
+$15.1M
4
SFLY
Shutterfly, Inc.
SFLY
+$6.92M
5
PANW icon
Palo Alto Networks
PANW
+$6.83M

Sector Composition

1 Communication Services 41.38%
2 Technology 29.49%
3 Real Estate 7.74%
4 Financials 6.65%
5 Consumer Discretionary 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-125,000
52
– –
-97,300
53
– –
-53,200
54
– –
-127,100
55
– –
-196,300
56
– –
-153,377
57
– –
-159,266
58
– –
-140,700
59
– –
-268,500
1 2
3