Filed: 11/14/2025ACC: 0001104329-25-000010
📋 What this filing means
CROSSLINK CAPITAL INC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $1.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$1.37B
Total AUM (reported)
44.11M
Total Shares
Allocation by class
COM SHS CL A$589.92M42.9%
COM$284.31M20.7%
CL A$199.93M14.5%
COM NEW$102.20M7.4%
CL A COM$89.88M6.5%
SHS$39.49M2.9%
CAP STK CL A$38.74M2.8%
Portfolio Concentration
Top 3$755.22M54.9%
4–10$359.47M26.1%
11–25$260.22M18.9%
Top 3 weight
54.9%
Top 10 weight
81.1%
Voting Authority Distribution
Total shares with voting rights: 44.11M
Sole
Full voting authority
44.11M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
CHIME FINL INC
SOLEShares29.25M
TypeSH
Market value$589.92M
42.91%
Sole
29.25M
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares763.24K
TypeSH
Market value$102.20M
7.43%
Sole
763.24K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares27K
TypeSH
Market value$63.10M
4.59%
Sole
27K
Shared
0.00
None
0.00
PURE STORAGE INC
SOLEShares720.26K
TypeSH
Market value$60.37M
4.39%
Sole
720.26K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares181.06K
TypeSH
Market value$53.94M
3.92%
Sole
181.06K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares724.23K
TypeSH
Market value$53.88M
3.92%
Sole
724.23K
Shared
0.00
None
0.00
PENGUIN SOLUTIONS INC
SOLEShares1.85M
TypeSH
Market value$48.57M
3.53%
Sole
1.85M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares287.12K
TypeSH
Market value$48.04M
3.49%
Sole
287.12K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares174.30K
TypeSH
Market value$47.41M
3.45%
Sole
174.30K
Shared
0.00
None
0.00
WEAVE COMMUNICATIONS INC
SOLEShares7.08M
TypeSH
Market value$47.28M
3.44%
Sole
7.08M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares203.87K
TypeSH
Market value$39.49M
2.87%
Sole
203.87K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares159.37K
TypeSH
Market value$38.74M
2.82%
Sole
159.37K
Shared
0.00
None
0.00
I3 VERTICALS INC
SOLEShares938.13K
TypeSH
Market value$30.45M
2.21%
Sole
938.13K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares140.20K
TypeSH
Market value$28.55M
2.08%
Sole
140.20K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares32.70K
TypeSH
Market value$24.01M
1.75%
Sole
32.70K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares147.52K
TypeSH
Market value$21.01M
1.53%
Sole
147.52K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares89.63K
TypeSH
Market value$16.72M
1.22%
Sole
89.63K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares46.41K
TypeSH
Market value$14.94M
1.09%
Sole
46.41K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares2.66K
TypeSH
Market value$14.36M
1.04%
Sole
2.66K
Shared
0.00
None
0.00
CROWDSTRIKE HOLDINGS INC
SOLEShares28.86K
TypeSH
Market value$14.15M
1.03%
Sole
28.86K
Shared
0.00
None
0.00
JAMF HLDG CORP
SOLEShares1.21M
TypeSH
Market value$12.91M
0.94%
Sole
1.21M
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares56.86K
TypeSH
Market value$4.78M
0.35%
Sole
56.86K
Shared
0.00
None
0.00
NETSKOPE INC
SOLEShares5K
TypeSH
Market value$113.7K
<0.01%
Sole
5K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHIME FINL INCSOLE | COM SHS CL A | 29.25M | SH | $589.92M 42.91% | 29.25M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 763.24K | SH | $102.20M 7.43% | 763.24K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 27K | SH | $63.10M 4.59% | 27K | 0.00 | 0.00 |
PURE STORAGE INCSOLE | CL A | 720.26K | SH | $60.37M 4.39% | 720.26K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 181.06K | SH | $53.94M 3.92% | 181.06K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 724.23K | SH | $53.88M 3.92% | 724.23K | 0.00 | 0.00 |
PENGUIN SOLUTIONS INCSOLE | COM | 1.85M | SH | $48.57M 3.53% | 1.85M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 287.12K | SH | $48.04M 3.49% | 287.12K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 174.30K | SH | $47.41M 3.45% | 174.30K | 0.00 | 0.00 |
WEAVE COMMUNICATIONS INCSOLE | COM | 7.08M | SH | $47.28M 3.44% | 7.08M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 203.87K | SH | $39.49M 2.87% | 203.87K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 159.37K | SH | $38.74M 2.82% | 159.37K | 0.00 | 0.00 |
I3 VERTICALS INCSOLE | COM CL A | 938.13K | SH | $30.45M 2.21% | 938.13K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 140.20K | SH | $28.55M 2.08% | 140.20K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 32.70K | SH | $24.01M 1.75% | 32.70K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 147.52K | SH | $21.01M 1.53% | 147.52K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 89.63K | SH | $16.72M 1.22% | 89.63K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 46.41K | SH | $14.94M 1.09% | 46.41K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 2.66K | SH | $14.36M 1.04% | 2.66K | 0.00 | 0.00 |
CROWDSTRIKE HOLDINGS INCSOLE | CL A | 28.86K | SH | $14.15M 1.03% | 28.86K | 0.00 | 0.00 |
JAMF HLDG CORPSOLE | COM | 1.21M | SH | $12.91M 0.94% | 1.21M | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 56.86K | SH | $4.78M 0.35% | 56.86K | 0.00 | 0.00 |
NETSKOPE INCSOLE | CL A | 5K | SH | $113.7K <0.01% | 5K | 0.00 | 0.00 |