Filed: 2/17/2026ACC: 0001104329-26-000002
📋 What this filing means
CROSSLINK CAPITAL INC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $1.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$1.29B
Total AUM (reported)
37.81M
Total Shares
Allocation by class
COM SHS CL A$685.01M53.1%
COM$212.73M16.5%
CL A$112.27M8.7%
COM NEW$98.04M7.6%
CAP STK CL A$60.63M4.7%
CL A COM$40.94M3.2%
COM CL A$29.78M2.3%
Portfolio Concentration
Top 3$843.67M65.3%
4–10$263.82M20.4%
11–25$183.58M14.2%
Top 3 weight
65.3%
Top 10 weight
85.8%
Voting Authority Distribution
Total shares with voting rights: 37.81M
Sole
Full voting authority
37.81M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
CHIME FINL INC
SOLEShares27.22M
TypeSH
Market value$685.01M
53.06%
Sole
27.22M
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares572.71K
TypeSH
Market value$98.04M
7.59%
Sole
572.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares193.70K
TypeSH
Market value$60.63M
4.70%
Sole
193.70K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares27.97K
TypeSH
Market value$56.34M
4.36%
Sole
27.97K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares165.13K
TypeSH
Market value$47.13M
3.65%
Sole
165.13K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares751.25K
TypeSH
Market value$38.83M
3.01%
Sole
751.25K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares145.82K
TypeSH
Market value$33.02M
2.56%
Sole
145.82K
Shared
0.00
None
0.00
PURE STORAGE INC
SOLEShares482.85K
TypeSH
Market value$32.36M
2.51%
Sole
482.85K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares127.25K
TypeSH
Market value$28.41M
2.20%
Sole
127.25K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.66M
TypeSH
Market value$27.73M
2.15%
Sole
1.66M
Shared
0.00
None
0.00
WEAVE COMMUNICATIONS INC
SOLEShares3.64M
TypeSH
Market value$27.60M
2.14%
Sole
3.64M
Shared
0.00
None
0.00
PENGUIN SOLUTIONS INC
SOLEShares1.31M
TypeSH
Market value$25.67M
1.99%
Sole
1.31M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares130.78K
TypeSH
Market value$24.09M
1.87%
Sole
130.78K
Shared
0.00
None
0.00
I3 VERTICALS INC
SOLEShares951.22K
TypeSH
Market value$23.96M
1.86%
Sole
951.22K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares162.22K
TypeSH
Market value$23.94M
1.85%
Sole
162.22K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares3.71K
TypeSH
Market value$19.89M
1.54%
Sole
3.71K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares92.17K
TypeSH
Market value$12.53M
0.97%
Sole
92.17K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares141.45K
TypeSH
Market value$12.02M
0.93%
Sole
141.45K
Shared
0.00
None
0.00
CROWDSTRIKE HOLDINGS INC
SOLEShares17.18K
TypeSH
Market value$8.06M
0.62%
Sole
17.18K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares25.02K
TypeSH
Market value$5.82M
0.45%
Sole
25.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHIME FINL INCSOLE | COM SHS CL A | 27.22M | SH | $685.01M 53.06% | 27.22M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 572.71K | SH | $98.04M 7.59% | 572.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 193.70K | SH | $60.63M 4.70% | 193.70K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 27.97K | SH | $56.34M 4.36% | 27.97K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 165.13K | SH | $47.13M 3.65% | 165.13K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 751.25K | SH | $38.83M 3.01% | 751.25K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 145.82K | SH | $33.02M 2.56% | 145.82K | 0.00 | 0.00 |
PURE STORAGE INCSOLE | CL A | 482.85K | SH | $32.36M 2.51% | 482.85K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 127.25K | SH | $28.41M 2.20% | 127.25K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.66M | SH | $27.73M 2.15% | 1.66M | 0.00 | 0.00 |
WEAVE COMMUNICATIONS INCSOLE | COM | 3.64M | SH | $27.60M 2.14% | 3.64M | 0.00 | 0.00 |
PENGUIN SOLUTIONS INCSOLE | COM | 1.31M | SH | $25.67M 1.99% | 1.31M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 130.78K | SH | $24.09M 1.87% | 130.78K | 0.00 | 0.00 |
I3 VERTICALS INCSOLE | COM CL A | 951.22K | SH | $23.96M 1.86% | 951.22K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 162.22K | SH | $23.94M 1.85% | 162.22K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 3.71K | SH | $19.89M 1.54% | 3.71K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 92.17K | SH | $12.53M 0.97% | 92.17K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 141.45K | SH | $12.02M 0.93% | 141.45K | 0.00 | 0.00 |
CROWDSTRIKE HOLDINGS INCSOLE | CL A | 17.18K | SH | $8.06M 0.62% | 17.18K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 25.02K | SH | $5.82M 0.45% | 25.02K | 0.00 | 0.00 |