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Crosslink Capital Portfolio holdings
AUM
$1.02B
1-Year Est. Return
9.21%
This Fund
S&P 500
This Quarter
Est. Return
+14.89%
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
$1.29B
AUM Growth
-$83.8M
(-6.1%)
Cap. Flow
-$209M
Cap. Flow
% of AUM
-16.18%
Top 10 Holdings %
Top 10 Hldgs %
85.78%
Holding
25
New
2
Increased
6
Reduced
12
Closed
5
Top Buys
| 1 |
Nu Holdings
NU
|
+$26.6M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$9.81M |
| 3 |
Marvell Technology
MRVL
|
+$7.4M |
| 4 |
AppFolio
APPF
|
+$5.95M |
| 5 |
Booking.com
BKNG
|
+$5.43M |
Top Sells
| 1 |
CHYM
Chime Financial
CHYM
|
+$43.2M |
| 2 |
Lam Research
LRCX
|
+$29.6M |
| 3 |
Micron Technology
MU
|
+$28M |
| 4 |
Meta Platforms (Facebook)
META
|
+$24M |
| 5 |
Weave Communications
WEAV
|
+$22.9M |
Sector Composition
| 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
$8.51B
| $685M | 53.06% |
27,215,341
-2,031,865
| -7% | -$43.2M |
|
|
2
Lam Research
LRCX
$392B
| $98M | 7.59% |
572,707
-190,530
| -25% | -$29.6M |
|
|
3
Alphabet (Google) Class A
GOOGL
$4.23T
| $60.6M | 4.7% |
193,700
+34,335
| +22% | +$9.81M |
|
4
Mercado Libre
MELI
$92B
| $56.3M | 4.36% |
27,969
+966
| +4% | +$2.03M |
|
|
5
Micron Technology
MU
$959B
| $47.1M | 3.65% |
165,125
-121,995
| -42% | -$28M |
|
6
Nutanix
NTNX
$14.9B
| $38.8M | 3.01% |
751,246
+27,019
| +4% | +$1.65M |
|
7
DoorDash
DASH
$80.2B
| $33M | 2.56% |
145,817
-28,483
| -16% | -$6.68M |
|
|
P
8
Everpure Inc
P
$23.1B
| $32.4M | 2.51% |
482,845
-237,420
| -33% | -$19.8M |
|
9
Veeva Systems
VEEV
$31.7B
| $28.4M | 2.2% |
127,255
-53,805
| -30% | -$14.3M |
|
|
10
Nu Holdings
NU
$65.6B
| $27.7M | 2.15% |
+1,656,595
| New | +$26.6M |
|
|
11
Weave Communications
WEAV
$575M
| $27.6M | 2.14% |
3,635,916
-3,441,280
| -49% | -$22.9M |
|
|
PENG
12
Penguin Solutions Inc
PENG
$3.1B
| $25.7M | 1.99% |
1,312,330
-535,744
| -29% | -$11.5M |
|
13
Palo Alto Networks
PANW
$292B
| $24.1M | 1.87% |
130,778
-9,423
| -7% | -$1.9M |
|
14
i3 Verticals
IIIV
$405M
| $24M | 1.86% |
951,216
+13,082
| +1% | +$368K |
|
15
monday.com
MNDY
$3.38B
| $23.9M | 1.85% |
162,225
-41,640
| -20% | -$7.01M |
|
|
16
Booking.com
BKNG
$141B
| $19.9M | 1.54% |
92,850
+26,375
| +40% | +$5.43M |
|
17
Datadog
DDOG
$92.1B
| $12.5M | 0.97% |
92,175
-55,345
| -38% | -$8.75M |
|
|
18
Marvell Technology
MRVL
$169B
| $12M | 0.93% |
141,450
+84,590
| +149% | +$7.4M |
|
19
CrowdStrike
CRWD
$207B
| $8.06M | 0.62% |
68,740
-46,704
| -40% | -$5.95M |
|
|
20
AppFolio
APPF
$6.35B
| $5.82M | 0.45% |
+25,025
| New | +$5.95M |
|
21
Duolingo
DUOL
$6.24B
| – | – |
-46,412
| Closed | -$14.9M |
|
|
JAMF
22
DELISTED
Jamf
JAMF
| – | – |
-1,206,767
| Closed | -$12.9M |
|
|
23
Meta Platforms (Facebook)
META
$1.64T
| – | – |
-32,699
| Closed | -$24M |
|
24
NVIDIA
NVDA
$4.91T
| – | – |
-89,625
| Closed | -$16.7M |
|
|
NTSK
25
Netskope Inc
NTSK
$5.49B
| – | – |
-5,000
| Closed | -$114K |
|
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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.