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Crosslink Capital Portfolio holdings

AUM $1.02B
1-Year Est. Return 9.21%
This Quarter Est. Return
+5.19%
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
$1.76B
AUM Growth
+$1.11B
Cap. Flow
+$955M
Cap. Flow %
54.4%
Top 10 Hldgs %
87.33%
Holding
21
New
3
Increased
10
Reduced
8
Closed
–

Top Buys

1
CHYM
Chime Financial
CHYM
+$964M
2
P
Everpure Inc
P
+$22.5M
3
VEEV icon
Veeva Systems
VEEV
+$16.7M
4
LRCX icon
Lam Research
LRCX
+$9.83M
5
NVDA icon
NVIDIA
NVDA
+$8.52M

Top Sells

1
CLBT icon
Cellebrite
CLBT
+$27.3M
2
DUOL icon
Duolingo
DUOL
+$16.2M
3
NTNX icon
Nutanix
NTNX
+$12M
4
CRWD icon
CrowdStrike
CRWD
+$6.8M
5
META icon
Meta Platforms (Facebook)
META
+$5.74M

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
$8.51B
$1.01B 57.48%
+29,247,210
New +$964M
LRCX icon
2
Lam Research
LRCX
$392B
$79.4M 4.52%
815,840
+124,000
+18% +$9.83M
PENG
3
Penguin Solutions Inc
PENG
$3.1B
$70.9M 4.04%
3,580,777
+136,487
+4% +$2.47M
MELI icon
4
Mercado Libre
MELI
$92B
$65.1M 3.71%
24,926
-2,343
-9% -$5.47M
NTNX icon
5
Nutanix
NTNX
$14.9B
$64M 3.64%
836,802
-166,965
-17% -$12M
WEAV icon
6
Weave Communications
WEAV
$575M
$58.9M 3.35%
7,077,196
+19,383
+0.3% +$188K
DASH icon
7
DoorDash
DASH
$80.2B
$51.3M 2.92%
208,230
-14,795
-7% -$2.97M
VEEV icon
8
Veeva Systems
VEEV
$31.7B
$48.1M 2.74%
167,110
+67,210
+67% +$16.7M
MU icon
9
Micron Technology
MU
$959B
$45.2M 2.57%
366,815
-60,430
-14% -$5.64M
META icon
10
Meta Platforms (Facebook)
META
$1.64T
$41.2M 2.34%
55,779
-9,290
-14% -$5.74M
IIIV icon
11
i3 Verticals
IIIV
$405M
$34.4M 1.96%
1,252,430
+9,830
+0.8% +$246K
PANW icon
12
Palo Alto Networks
PANW
$292B
$28.7M 1.63%
140,121
+1,510
+1% +$280K
P
13
Everpure Inc
P
$23.1B
$26.1M 1.49%
+453,130
New +$22.5M
DUOL icon
14
Duolingo
DUOL
$6.24B
$22M 1.25%
53,642
-36,925
-41% -$16.2M
CRWD icon
15
CrowdStrike
CRWD
$207B
$19.9M 1.13%
156,464
-62,760
-29% -$6.8M
DDOG icon
16
Datadog
DDOG
$92.1B
$19.7M 1.12%
146,480
+69,595
+91% +$7.71M
BKNG icon
17
Booking.com
BKNG
$141B
$19.6M 1.12%
84,825
+1,875
+2% +$384K
MNDY icon
18
monday.com
MNDY
$3.38B
$18.9M 1.08%
60,215
+15,730
+35% +$4.38M
JAMF
19
DELISTED
Jamf
JAMF
$11.3M 0.64%
1,189,382
+37,080
+3% +$398K
CLBT icon
20
Cellebrite
CLBT
$3.85B
$11.1M 0.63%
696,744
-1,532,495
-69% -$27.3M
NVDA icon
21
NVIDIA
NVDA
$4.91T
$10.7M 0.61%
+67,725
New +$8.52M

Similar funds

CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
EFM
EQT Fund Management Luxembourg $1.02B AUM
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Crosslink Capital's Q2 2025 Portfolio in Review

As of Q2 2025, Crosslink Capital held 21 positions worth $1.76B, up 173% from $643M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Crosslink Capital deployed $955M of net new capital in Q2 2025, opening 3 new positions and adding to 10 existing holdings. Its largest new stake was Chime Financial: 29,247,210 shares worth $1.01B.

By sector, the portfolio is most concentrated in Technology at 84% of assets, up from 61% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was Cellebrite, an estimated $27.3M trimmed.

  • Crosslink Capital's largest Q2 2025 buy was Chime Financial: 29,247,210 shares worth $1.01B.
  • Crosslink Capital added most to Veeva Systems in Q2 2025, an estimated $16.7M increase.
  • Crosslink Capital's biggest Q2 2025 reduction was Cellebrite, cutting an estimated $27.3M.
  • Crosslink Capital's ten largest holdings make up 87% of its $1.76B portfolio in Q2 2025.
  • Crosslink Capital opened 3 new positions and closed 0 in Q2 2025.
  • Crosslink Capital's portfolio value rose 173% quarter-over-quarter to $1.76B.

Based on Crosslink Capital's 13F filing for Q2 2025, filed 14 Aug 2025.