Filed: 2/14/2025ACC: 0000935836-25-000156
📋 What this filing means
CROSSLINK CAPITAL INC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $718.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$718.95M
Total AUM (reported)
18.65M
Total Shares
Allocation by class
COMMON STOCK$261.99M36.4%
CL A$193.57M26.9%
ORDINARY SHARES$66.58M9.3%
SHS$66.39M9.2%
COMMON STOCK NEW$52.35M7.3%
COMMON CL A$40.10M5.6%
CL A COM$37.96M5.3%
Portfolio Concentration
Top 3$246.03M34.2%
4–10$321.21M44.7%
11–25$151.71M21.1%
Top 3 weight
34.2%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 18.65M
Sole
Full voting authority
18.65M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
WEAVE COMMUNICATIONS INC
SOLEShares7.06M
TypeSH
Market value$112.36M
15.63%
Sole
7.06M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares1.10M
TypeSH
Market value$67.09M
9.33%
Sole
1.10M
Shared
0.00
None
0.00
CELLEBRITE DI LTD
SOLEShares3.02M
TypeSH
Market value$66.58M
9.26%
Sole
3.02M
Shared
0.00
None
0.00
PENGUIN SOLUTIONS INC
SOLEShares3.13M
TypeSH
Market value$60.12M
8.36%
Sole
3.13M
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares724.83K
TypeSH
Market value$52.35M
7.28%
Sole
724.83K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares27.27K
TypeSH
Market value$46.38M
6.45%
Sole
27.27K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares270K
TypeSH
Market value$45.29M
6.30%
Sole
270K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares70.37K
TypeSH
Market value$41.20M
5.73%
Sole
70.37K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares117.08K
TypeSH
Market value$37.96M
5.28%
Sole
117.08K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares208.26K
TypeSH
Market value$37.90M
5.27%
Sole
208.26K
Shared
0.00
None
0.00
CROWDSTRIKE HOLDINGS INC
SOLEShares98.51K
TypeSH
Market value$33.70M
4.69%
Sole
98.51K
Shared
0.00
None
0.00
I3 VERTICALS INC
SOLEShares1.08M
TypeSH
Market value$24.92M
3.47%
Sole
1.08M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares242.76K
TypeSH
Market value$20.43M
2.84%
Sole
242.76K
Shared
0.00
None
0.00
JAMF HOLDING CORP
SOLEShares1.20M
TypeSH
Market value$16.87M
2.35%
Sole
1.20M
Shared
0.00
None
0.00
APPFOLIO INC - A
SOLEShares61.53K
TypeSH
Market value$15.18M
2.11%
Sole
61.53K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares2.96K
TypeSH
Market value$14.71M
2.05%
Sole
2.96K
Shared
0.00
None
0.00
EURONET WORLDWIDE INC
SOLEShares129.71K
TypeSH
Market value$13.34M
1.86%
Sole
129.71K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares73.91K
TypeSH
Market value$6.28M
0.87%
Sole
73.91K
Shared
0.00
None
0.00
MONDAY.COM LTD
SOLEShares26.62K
TypeSH
Market value$6.27M
0.87%
Sole
26.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WEAVE COMMUNICATIONS INCSOLE | Common Stock | 7.06M | SH | $112.36M 15.63% | 7.06M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 1.10M | SH | $67.09M 9.33% | 1.10M | 0.00 | 0.00 |
CELLEBRITE DI LTDSOLE | Ordinary Shares | 3.02M | SH | $66.58M 9.26% | 3.02M | 0.00 | 0.00 |
PENGUIN SOLUTIONS INCSOLE | SHS | 3.13M | SH | $60.12M 8.36% | 3.13M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | Common Stock New | 724.83K | SH | $52.35M 7.28% | 724.83K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | Common Stock | 27.27K | SH | $46.38M 6.45% | 27.27K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 270K | SH | $45.29M 6.30% | 270K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 70.37K | SH | $41.20M 5.73% | 70.37K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A Com | 117.08K | SH | $37.96M 5.28% | 117.08K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | Common Stock | 208.26K | SH | $37.90M 5.27% | 208.26K | 0.00 | 0.00 |
CROWDSTRIKE HOLDINGS INCSOLE | CL A | 98.51K | SH | $33.70M 4.69% | 98.51K | 0.00 | 0.00 |
I3 VERTICALS INCSOLE | Common CL A | 1.08M | SH | $24.92M 3.47% | 1.08M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | Common Stock | 242.76K | SH | $20.43M 2.84% | 242.76K | 0.00 | 0.00 |
JAMF HOLDING CORPSOLE | Common Stock | 1.20M | SH | $16.87M 2.35% | 1.20M | 0.00 | 0.00 |
APPFOLIO INC - ASOLE | Common CL A | 61.53K | SH | $15.18M 2.11% | 61.53K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | Common Stock | 2.96K | SH | $14.71M 2.05% | 2.96K | 0.00 | 0.00 |
EURONET WORLDWIDE INCSOLE | Common Stock | 129.71K | SH | $13.34M 1.86% | 129.71K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 73.91K | SH | $6.28M 0.87% | 73.91K | 0.00 | 0.00 |
MONDAY.COM LTDSOLE | SHS | 26.62K | SH | $6.27M 0.87% | 26.62K | 0.00 | 0.00 |