Filed: 5/15/2026ACC: 0001104329-26-000008
📋 What this filing means
CROSSLINK CAPITAL INC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $1.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$1.02B
Total AUM (reported)
37.74M
Total Shares
Allocation by class
COM SHS CL A$490.45M48.0%
COM$170.29M16.7%
COM NEW$104.48M10.2%
CL A$67.96M6.7%
CAP STK CL A$60.23M5.9%
ORD SHS CL A$44.29M4.3%
CL A COM$40.26M3.9%
Portfolio Concentration
Top 3$655.16M64.1%
4–10$226.76M22.2%
11–25$139.86M13.7%
Top 3 weight
64.1%
Top 10 weight
86.3%
Voting Authority Distribution
Total shares with voting rights: 37.74M
Sole
Full voting authority
37.74M
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)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
CHIME FINL INC
SOLEShares26.19M
TypeSH
Market value$490.45M
48.00%
Sole
26.19M
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares489.01K
TypeSH
Market value$104.48M
10.23%
Sole
489.01K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares209.45K
TypeSH
Market value$60.23M
5.89%
Sole
209.45K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares167.53K
TypeSH
Market value$56.60M
5.54%
Sole
167.53K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares3.08M
TypeSH
Market value$44.29M
4.33%
Sole
3.08M
Shared
0.00
None
0.00
DATADOG INC
SOLEShares219.26K
TypeSH
Market value$25.88M
2.53%
Sole
219.26K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares136.03K
TypeSH
Market value$25.39M
2.49%
Sole
136.03K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares168.99K
TypeSH
Market value$25.37M
2.48%
Sole
168.99K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares664.91K
TypeSH
Market value$25.27M
2.47%
Sole
664.91K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares13.85K
TypeSH
Market value$23.94M
2.34%
Sole
13.85K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares126.10K
TypeSH
Market value$21.99M
2.15%
Sole
126.10K
Shared
0.00
None
0.00
I3 VERTICALS INC
SOLEShares966K
TypeSH
Market value$21.60M
2.11%
Sole
966K
Shared
0.00
None
0.00
WEAVE COMMUNICATIONS INC
SOLEShares4.25M
TypeSH
Market value$19.62M
1.92%
Sole
4.25M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares97.69K
TypeSH
Market value$15.66M
1.53%
Sole
97.69K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares81.86K
TypeSH
Market value$14.38M
1.41%
Sole
81.86K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares71.49K
TypeSH
Market value$11.28M
1.10%
Sole
71.49K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares517.38K
TypeSH
Market value$10.94M
1.07%
Sole
517.38K
Shared
0.00
None
0.00
CROWDSTRIKE HOLDINGS INC
SOLEShares22.71K
TypeSH
Market value$8.87M
0.87%
Sole
22.71K
Shared
0.00
None
0.00
EVERPURE INC
SOLEShares132.16K
TypeSH
Market value$7.80M
0.76%
Sole
132.16K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares67.72K
TypeSH
Market value$7.08M
0.69%
Sole
67.72K
Shared
0.00
None
0.00
NETSKOPE INC
SOLEShares75.06K
TypeSH
Market value$637.3K
0.06%
Sole
75.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHIME FINL INCSOLE | COM SHS CL A | 26.19M | SH | $490.45M 48.00% | 26.19M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 489.01K | SH | $104.48M 10.23% | 489.01K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 209.45K | SH | $60.23M 5.89% | 209.45K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 167.53K | SH | $56.60M 5.54% | 167.53K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 3.08M | SH | $44.29M 4.33% | 3.08M | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 219.26K | SH | $25.88M 2.53% | 219.26K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 136.03K | SH | $25.39M 2.49% | 136.03K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 168.99K | SH | $25.37M 2.48% | 168.99K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 664.91K | SH | $25.27M 2.47% | 664.91K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 13.85K | SH | $23.94M 2.34% | 13.85K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 126.10K | SH | $21.99M 2.15% | 126.10K | 0.00 | 0.00 |
I3 VERTICALS INCSOLE | COM CL A | 966K | SH | $21.60M 2.11% | 966K | 0.00 | 0.00 |
WEAVE COMMUNICATIONS INCSOLE | COM | 4.25M | SH | $19.62M 1.92% | 4.25M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 97.69K | SH | $15.66M 1.53% | 97.69K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 81.86K | SH | $14.38M 1.41% | 81.86K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 71.49K | SH | $11.28M 1.10% | 71.49K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 517.38K | SH | $10.94M 1.07% | 517.38K | 0.00 | 0.00 |
CROWDSTRIKE HOLDINGS INCSOLE | CL A | 22.71K | SH | $8.87M 0.87% | 22.71K | 0.00 | 0.00 |
EVERPURE INCSOLE | CL A | 132.16K | SH | $7.80M 0.76% | 132.16K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 67.72K | SH | $7.08M 0.69% | 67.72K | 0.00 | 0.00 |
NETSKOPE INCSOLE | CL A | 75.06K | SH | $637.3K 0.06% | 75.06K | 0.00 | 0.00 |