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Crosslink Capital Portfolio holdings

AUM $1.02B
1-Year Est. Return 9.21%
This Quarter Est. Return
-10.95%
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
$1.37B
AUM Growth
-$381M
Cap. Flow
-$22.3M
Cap. Flow %
-1.62%
Top 10 Hldgs %
81.07%
Holding
24
New
3
Increased
8
Reduced
11
Closed
1

Top Buys

1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$33.4M
2
MNDY icon
monday.com
MNDY
+$33.1M
3
P
Everpure Inc
P
+$17.8M
4
MELI icon
Mercado Libre
MELI
+$4.99M
5
MRVL icon
Marvell Technology
MRVL
+$4.19M

Top Sells

1
PENG
Penguin Solutions Inc
PENG
+$42.4M
2
META icon
Meta Platforms (Facebook)
META
+$17.2M
3
CLBT icon
Cellebrite
CLBT
+$11.1M
4
MU icon
Micron Technology
MU
+$10.2M
5
IIIV icon
i3 Verticals
IIIV
+$9.47M

Sector Composition

1 Technology 78.99%
2 Consumer Discretionary 9.08%
3 Healthcare 7.36%
4 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHYM
1
Chime Financial
CHYM
$8.36B
$590M 42.91%
29,247,206
-4
-0% -$114
LRCX icon
2
Lam Research
LRCX
$401B
$102M 7.43%
763,237
-52,603
-6% -$5.57M
MELI icon
3
Mercado Libre
MELI
$94.2B
$63.1M 4.59%
27,003
+2,077
+8% +$4.99M
P
4
Everpure Inc
P
$22.7B
$60.4M 4.39%
720,265
+267,135
+59% +$17.8M
VEEV icon
5
Veeva Systems
VEEV
$32.1B
$53.9M 3.92%
181,060
+13,950
+8% +$3.93M
NTNX icon
6
Nutanix
NTNX
$15.1B
$53.9M 3.92%
724,227
-112,575
-13% -$8.26M
PENG
7
Penguin Solutions Inc
PENG
$3.38B
$48.6M 3.53%
1,848,074
-1,732,703
-48% -$42.4M
MU icon
8
Micron Technology
MU
$964B
$48M 3.49%
287,120
-79,695
-22% -$10.2M
DASH icon
9
DoorDash
DASH
$81.2B
$47.4M 3.45%
174,300
-33,930
-16% -$8.51M
WEAV icon
10
Weave Communications
WEAV
$585M
$47.3M 3.44%
7,077,196
– –
MNDY icon
11
monday.com
MNDY
$3.39B
$39.5M 2.87%
203,865
+143,650
+239% +$33.1M
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$4.33T
$38.7M 2.82%
+159,365
New +$33.4M
IIIV icon
13
i3 Verticals
IIIV
$413M
$30.5M 2.21%
938,134
-314,296
-25% -$9.47M
PANW icon
14
Palo Alto Networks
PANW
$289B
$28.5M 2.08%
140,201
+80
+0.1% +$15.3K
META icon
15
Meta Platforms (Facebook)
META
$1.69T
$24M 1.75%
32,699
-23,080
-41% -$17.2M
DDOG icon
16
Datadog
DDOG
$93.4B
$21M 1.53%
147,520
+1,040
+0.7% +$143K
NVDA icon
17
NVIDIA
NVDA
$5.02T
$16.7M 1.22%
89,625
+21,900
+32% +$3.82M
DUOL icon
18
Duolingo
DUOL
$6.01B
$14.9M 1.09%
46,412
-7,230
-13% -$2.42M
BKNG icon
19
Booking.com
BKNG
$143B
$14.4M 1.04%
66,475
-18,350
-22% -$4.1M
CRWD icon
20
CrowdStrike
CRWD
$207B
$14.2M 1.03%
115,444
-41,020
-26% -$4.66M
JAMF
21
DELISTED
Jamf
JAMF
$12.9M 0.94%
1,206,767
+17,385
+1% +$157K
MRVL icon
22
Marvell Technology
MRVL
$169B
$4.78M 0.35%
+56,860
New +$4.19M
NTSK
23
Netskope Inc
NTSK
$5.45B
$114K 0.01%
+5,000
New +$119K
CLBT icon
24
Cellebrite
CLBT
$3.95B
– –
-696,744
Closed -$11.1M

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 Q3 2025 Portfolio in Review

As of Q3 2025, Crosslink Capital held 24 positions worth $1.37B, down 22% from $1.76B the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Crosslink Capital's Q3 2025 filing shows 3 new, 8 increased, 11 reduced and 1 closed positions. Its largest new stake was Alphabet (Google) Class A: 159,365 shares worth $38.7M. The largest sale was Penguin Solutions Inc, an estimated $42.4M.

By sector, the portfolio is most concentrated in Technology at 79% of assets, down from 84% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Crosslink Capital's largest Q3 2025 buy was Alphabet (Google) Class A: 159,365 shares worth $38.7M.
  • Crosslink Capital added most to monday.com in Q3 2025, an estimated $33.1M increase.
  • Crosslink Capital's biggest Q3 2025 reduction was Penguin Solutions Inc, cutting an estimated $42.4M.
  • Crosslink Capital fully exited Cellebrite in Q3 2025, selling an estimated $11.1M.
  • Crosslink Capital's ten largest holdings make up 81% of its $1.37B portfolio in Q3 2025.
  • Crosslink Capital opened 3 new positions and closed 1 in Q3 2025.
  • Crosslink Capital's portfolio value fell 22% quarter-over-quarter to $1.37B.

Based on Crosslink Capital's 13F filing for Q3 2025, filed 14 Nov 2025.