CC
Crosslink Capital Portfolio holdings
AUM
$1.37B
1-Year Est. Return
8.32%
1 Year Est. Return
-8.32%
AUM
$1.76B
AUM Growth
+$1.11B
(+173%)
Holding
21
Top Buys
| 1 | +$1.01B | |
| 2 | +$26.1M | |
| 3 | +$19.4M | |
| 4 |
Lam Research
LRCX
|
+$12.1M |
| 5 |
NVIDIA
NVDA
|
+$10.7M |
Top Sells
| 1 | +$24.5M | |
| 2 | +$15.1M | |
| 3 | +$12.8M | |
| 4 |
CrowdStrike
CRWD
|
+$7.99M |
| 5 |
Micron Technology
MU
|
+$7.45M |
Sector Composition
| 1 | Technology | 83.81% |
| 2 | Consumer Discretionary | 7.75% |
| 3 | Healthcare | 6.09% |
| 4 | Communication Services | 2.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CHYM
1
Chime Financial
CHYM
$7.08B
| $1.01B | 57.48% |
+29,247,210
|
|
||
|
2
Lam Research
LRCX
$186B
| $79.4M | 4.52% |
815,840
+124,000
|
|
||
|
PENG
3
Penguin Solutions Inc
PENG
$999M
| $70.9M | 4.04% |
3,580,777
+136,487
|
|
||
4
Mercado Libre
MELI
$104B
| $65.1M | 3.71% |
24,926
-2,343
|
|
||
5
Nutanix
NTNX
$17.8B
| $64M | 3.64% |
836,802
-166,965
|
|
||
6
Weave Communications
WEAV
$478M
| $58.9M | 3.35% |
7,077,196
+19,383
|
|
||
7
DoorDash
DASH
$89.2B
| $51.3M | 2.92% |
208,230
-14,795
|
|
||
8
Veeva Systems
VEEV
$48.1B
| $48.1M | 2.74% |
167,110
+67,210
|
|
||
|
9
Micron Technology
MU
$277B
| $45.2M | 2.57% |
366,815
-60,430
|
|
||
10
Meta Platforms (Facebook)
META
$1.54T
| $41.2M | 2.34% |
55,779
-9,290
|
|
||
11
i3 Verticals
IIIV
$689M
| $34.4M | 1.96% |
1,252,430
+9,830
|
|
||
12
Palo Alto Networks
PANW
$140B
| $28.7M | 1.63% |
140,121
+1,510
|
|
||
13
Pure Storage
PSTG
$27.8B
| $26.1M | 1.49% |
+453,130
|
|
||
14
Duolingo
DUOL
$8.56B
| $22M | 1.25% |
53,642
-36,925
|
|
||
|
15
CrowdStrike
CRWD
$135B
| $19.9M | 1.13% |
39,116
-15,690
|
|
||
16
Datadog
DDOG
$64.9B
| $19.7M | 1.12% |
146,480
+69,595
|
|
||
17
Booking.com
BKNG
$163B
| $19.6M | 1.12% |
3,393
+75
|
|
||
18
monday.com
MNDY
$8.28B
| $18.9M | 1.08% |
60,215
+15,730
|
|
||
19
Jamf
JAMF
$1.71B
| $11.3M | 0.64% |
1,189,382
+37,080
|
|
||
20
Cellebrite
CLBT
$4.51B
| $11.1M | 0.63% |
696,744
-1,532,495
|
|
||
|
21
NVIDIA
NVDA
$4.63T
| $10.7M | 0.61% |
+67,725
|
|