Filed: 8/14/2026ACC: 0001104329-26-000015
📋 What this filing means
CROSSLINK CAPITAL INC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $1.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$1.35B
Total AUM (reported)
42.86M
Total Shares
Allocation by class
COM SHS CL A$536.28M39.6%
COM$304.39M22.5%
COM NEW$186.88M13.8%
CL A$105.60M7.8%
COM CL A$67.68M5.0%
CAP STK CL A$51.55M3.8%
ORD SHS CL A$45.21M3.3%
Portfolio Concentration
Top 3$880.38M65.0%
4–10$259.71M19.2%
11–25$213.75M15.8%
Top 3 weight
65.0%
Top 10 weight
84.2%
Voting Authority Distribution
Total shares with voting rights: 42.86M
Sole
Full voting authority
42.86M
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
SOLEShares26.19M
TypeSH
Market value$536.28M
39.61%
Sole
26.19M
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares431.27K
TypeSH
Market value$186.88M
13.80%
Sole
431.27K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares136.21K
TypeSH
Market value$157.22M
11.61%
Sole
136.21K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares144.25K
TypeSH
Market value$51.55M
3.81%
Sole
144.25K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares3.38M
TypeSH
Market value$45.21M
3.34%
Sole
3.38M
Shared
0.00
None
0.00
NETSKOPE INC
SOLEShares3.35M
TypeSH
Market value$36.60M
2.70%
Sole
3.35M
Shared
0.00
None
0.00
DATADOG INC
SOLEShares132.46K
TypeSH
Market value$34.49M
2.55%
Sole
132.46K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares96.23K
TypeSH
Market value$32.82M
2.42%
Sole
96.23K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares593.08K
TypeSH
Market value$30.22M
2.23%
Sole
593.08K
Shared
0.00
None
0.00
CEREBRAS SYSTEMS INC
SOLEShares130.44K
TypeSH
Market value$28.83M
2.13%
Sole
130.44K
Shared
0.00
None
0.00
WEAVE COMMUNICATIONS INC
SOLEShares4.27M
TypeSH
Market value$25.59M
1.89%
Sole
4.27M
Shared
0.00
None
0.00
I3 VERTICALS INC
SOLEShares1.12M
TypeSH
Market value$23.88M
1.76%
Sole
1.12M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares12.76K
TypeSH
Market value$21.66M
1.60%
Sole
12.76K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares135.18K
TypeSH
Market value$21.18M
1.56%
Sole
135.18K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares98.12K
TypeSH
Market value$18.11M
1.34%
Sole
98.12K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares83.76K
TypeSH
Market value$16.76M
1.24%
Sole
83.76K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares108.58K
TypeSH
Market value$15.33M
1.13%
Sole
108.58K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares93.34K
TypeSH
Market value$14.97M
1.11%
Sole
93.34K
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares52.45K
TypeSH
Market value$14.26M
1.05%
Sole
52.45K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares35.10K
TypeSH
Market value$13.85M
1.02%
Sole
35.10K
Shared
0.00
None
0.00
CROWDSTRIKE HOLDINGS INC
SOLEShares14.21K
TypeSH
Market value$10.84M
0.80%
Sole
14.21K
Shared
0.00
None
0.00
SNAP INC
SOLEShares2.21M
TypeSH
Market value$9.82M
0.73%
Sole
2.21M
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares42.33K
TypeSH
Market value$7.51M
0.55%
Sole
42.33K
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 | $536.28M 39.61% | 26.19M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 431.27K | SH | $186.88M 13.80% | 431.27K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 136.21K | SH | $157.22M 11.61% | 136.21K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 144.25K | SH | $51.55M 3.81% | 144.25K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 3.38M | SH | $45.21M 3.34% | 3.38M | 0.00 | 0.00 |
NETSKOPE INCSOLE | CL A | 3.35M | SH | $36.60M 2.70% | 3.35M | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 132.46K | SH | $34.49M 2.55% | 132.46K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 96.23K | SH | $32.82M 2.42% | 96.23K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 593.08K | SH | $30.22M 2.23% | 593.08K | 0.00 | 0.00 |
CEREBRAS SYSTEMS INCSOLE | COM CL A | 130.44K | SH | $28.83M 2.13% | 130.44K | 0.00 | 0.00 |
WEAVE COMMUNICATIONS INCSOLE | COM | 4.27M | SH | $25.59M 1.89% | 4.27M | 0.00 | 0.00 |
I3 VERTICALS INCSOLE | COM CL A | 1.12M | SH | $23.88M 1.76% | 1.12M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 12.76K | SH | $21.66M 1.60% | 12.76K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 135.18K | SH | $21.18M 1.56% | 135.18K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 98.12K | SH | $18.11M 1.34% | 98.12K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 83.76K | SH | $16.76M 1.24% | 83.76K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 108.58K | SH | $15.33M 1.13% | 108.58K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 93.34K | SH | $14.97M 1.11% | 93.34K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 52.45K | SH | $14.26M 1.05% | 52.45K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 35.10K | SH | $13.85M 1.02% | 35.10K | 0.00 | 0.00 |
CROWDSTRIKE HOLDINGS INCSOLE | CL A | 14.21K | SH | $10.84M 0.80% | 14.21K | 0.00 | 0.00 |
SNAP INCSOLE | CL A | 2.21M | SH | $9.82M 0.73% | 2.21M | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 42.33K | SH | $7.51M 0.55% | 42.33K | 0.00 | 0.00 |