We are live on ! Find out more
CC

Crosslink Capital Portfolio holdings

AUM $1.35B
1-Year Est. Return 35.86%
This Quarter Est. Return
+14.89%
1 Year Est. Return
+35.86%
3 Year Est. Return
+134.61%
5 Year Est. Return
+169.99%
10 Year Est. Return
+1,753.76%
AUM
$1.29B
AUM Growth
-$83.8M
Cap. Flow
-$209M
Cap. Flow %
-16.18%
Top 10 Hldgs %
85.78%
Holding
25
New
2
Increased
6
Reduced
12
Closed
5

Top Buys

Rank Stock Value
1
NU icon
Nu Holdings
NU
+$26.6M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.81M
3
MRVL icon
Marvell Technology
MRVL
+$7.4M
4
APPF icon
AppFolio
APPF
+$5.95M
5
BKNG icon
Booking.com
BKNG
+$5.43M

Top Sells

Rank Stock Value
1
CHYM
Chime Financial
CHYM
+$43.2M
2
LRCX icon
Lam Research
LRCX
+$29.6M
3
MU icon
Micron Technology
MU
+$28M
4
META icon
Meta Platforms (Facebook)
META
+$24M
5
WEAV icon
Weave Communications
WEAV
+$22.9M

Sector Composition

Rank Sector Weight
1 Technology 80.36%
2 Consumer Discretionary 8.46%
3 Communication Services 4.7%
4 Healthcare 4.34%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHYM
1
Chime Financial
CHYM
$12.8B
$685M 53.06%
27,215,341
-2,031,865
-7% -$43.2M
LRCX icon
2
Lam Research
LRCX
$385B
$98M 7.59%
572,707
-190,530
-25% -$29.6M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.14T
$60.6M 4.7%
193,700
+34,335
+22% +$9.81M
MELI icon
4
Mercado Libre
MELI
$100B
$56.3M 4.36%
27,969
+966
+4% +$2.03M
MU icon
5
Micron Technology
MU
$1.15T
$47.1M 3.65%
165,125
-121,995
-42% -$28M
NTNX icon
6
Nutanix
NTNX
$18.4B
$38.8M 3.01%
751,246
+27,019
+4% +$1.65M
DASH icon
7
DoorDash
DASH
$91.7B
$33M 2.56%
145,817
-28,483
-16% -$6.68M
P
8
Everpure Inc
P
$33.1B
$32.4M 2.51%
482,845
-237,420
-33% -$19.8M
VEEV icon
9
Veeva Systems
VEEV
$44.5B
$28.4M 2.2%
127,255
-53,805
-30% -$14.3M
NU icon
10
Nu Holdings
NU
$74.2B
$27.7M 2.15%
+1,656,595
New +$26.6M
WEAV icon
11
Weave Communications
WEAV
$586M
$27.6M 2.14%
3,635,916
-3,441,280
-49% -$22.9M
PENG
12
Penguin Solutions Inc
PENG
$2.65B
$25.7M 1.99%
1,312,330
-535,744
-29% -$11.5M
PANW icon
13
Palo Alto Networks
PANW
$272B
$24.1M 1.87%
130,778
-9,423
-7% -$1.9M
IIIV icon
14
i3 Verticals
IIIV
$299M
$24M 1.86%
951,216
+13,082
+1% +$368K
MNDY icon
15
monday.com
MNDY
$3.85B
$23.9M 1.85%
162,225
-41,640
-20% -$7.01M
BKNG icon
16
Booking.com
BKNG
$145B
$19.9M 1.54%
92,850
+26,375
+40% +$5.43M
DDOG icon
17
Datadog
DDOG
$76.5B
$12.5M 0.97%
92,175
-55,345
-38% -$8.75M
MRVL icon
18
Marvell Technology
MRVL
$201B
$12M 0.93%
141,450
+84,590
+149% +$7.4M
CRWD icon
19
CrowdStrike
CRWD
$218B
$8.06M 0.62%
68,740
-46,704
-40% -$5.95M
APPF icon
20
AppFolio
APPF
$7.59B
$5.82M 0.45%
+25,025
New +$5.95M
DUOL icon
21
Duolingo
DUOL
$7.23B
– –
-46,412
Closed -$14.9M
JAMF
22
DELISTED
Jamf
JAMF
– –
-1,206,767
Closed -$12.9M
META icon
23
Meta Platforms (Facebook)
META
$1.57T
– –
-32,699
Closed -$24M
NVDA icon
24
NVIDIA
NVDA
$5.56T
– –
-89,625
Closed -$16.7M
NTSK
25
Netskope Inc
NTSK
$5.7B
– –
-5,000
Closed -$114K

Similar funds

RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
IB
Intrust Bank Wichita, Kansas $1.35B AUM 37.16% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.36B AUM 18.83% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
HVCM
Hel Ved Capital Management Central, Hong Kong $1.36B AUM 336.43% 1-Year Est. Return
OPFM
Optimus Prime Fund Management Grand Cayman, Cayman Islands $1.35B AUM 37.07% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Crosslink Capital's Q4 2025 Portfolio in Review

As of Q4 2025, Crosslink Capital held 25 positions worth $1.29B, down 6.1% from $1.37B the previous quarter. Its ten largest holdings account for 86% of the portfolio.

Crosslink Capital withdrew a net $209M in Q4 2025, closing 5 positions and reducing 12 holdings. Its most notable exit was Meta Platforms (Facebook), an estimated $24M position sold in full.

By sector, the portfolio is most concentrated in Technology at 80% of assets, up from 79% a quarter earlier, followed by Consumer Discretionary and Communication Services.

Against the trend, Crosslink Capital opened a new position in Nu Holdings worth $27.7M.

  • Crosslink Capital's largest Q4 2025 buy was Nu Holdings: 1,656,595 shares worth $27.7M.
  • Crosslink Capital added most to Alphabet (Google) Class A in Q4 2025, an estimated $9.81M increase.
  • Crosslink Capital's biggest Q4 2025 reduction was Chime Financial, cutting an estimated $43.2M.
  • Crosslink Capital fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $24M.
  • Crosslink Capital's ten largest holdings make up 86% of its $1.29B portfolio in Q4 2025.
  • Crosslink Capital opened 2 new positions and closed 5 in Q4 2025.
  • Crosslink Capital's portfolio value fell 6.1% quarter-over-quarter to $1.29B.

Based on Crosslink Capital's 13F filing for Q4 2025, filed 17 Feb 2026.