Filed: 5/15/2025ACC: 0001415889-25-013108
📋 What this filing means
CROSSLINK CAPITAL INC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $643.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$643.00M
Total AUM (reported)
18.07M
Total Shares
Allocation by class
COM$221.53M34.5%
CL A$167.66M26.1%
SHS$70.64M11.0%
CL A COM$58.89M9.2%
COM NEW$50.30M7.8%
ORDINARY SHARES$43.31M6.7%
COM CL A$30.65M4.8%
Portfolio Concentration
Top 3$208.17M32.4%
4–10$292.85M45.5%
11–25$141.97M22.1%
Top 3 weight
32.4%
Top 10 weight
77.9%
Voting Authority Distribution
Total shares with voting rights: 18.07M
Sole
Full voting authority
18.07M
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)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
WEAVE COMMUNICATIONS INC
SOLEShares7.06M
TypeSH
Market value$78.27M
12.17%
Sole
7.06M
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares1M
TypeSH
Market value$70.07M
10.90%
Sole
1M
Shared
0.00
None
0.00
PENGUIN SOLUTIONS INC
SOLEShares3.44M
TypeSH
Market value$59.83M
9.30%
Sole
3.44M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares27.27K
TypeSH
Market value$53.20M
8.27%
Sole
27.27K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares691.84K
TypeSH
Market value$50.30M
7.82%
Sole
691.84K
Shared
0.00
None
0.00
CELLEBRITE DI LTD
SOLEShares2.23M
TypeSH
Market value$43.31M
6.74%
Sole
2.23M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares223.03K
TypeSH
Market value$40.76M
6.34%
Sole
223.03K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares65.07K
TypeSH
Market value$37.50M
5.83%
Sole
65.07K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares427.25K
TypeSH
Market value$37.12M
5.77%
Sole
427.25K
Shared
0.00
None
0.00
I3 VERTICALS INC
SOLEShares1.24M
TypeSH
Market value$30.65M
4.77%
Sole
1.24M
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares90.57K
TypeSH
Market value$28.12M
4.37%
Sole
90.57K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares138.61K
TypeSH
Market value$23.65M
3.68%
Sole
138.61K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares99.90K
TypeSH
Market value$23.14M
3.60%
Sole
99.90K
Shared
0.00
None
0.00
CROWDSTRIKE HOLDINGS INC
SOLEShares54.81K
TypeSH
Market value$19.32M
3.01%
Sole
54.81K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares3.32K
TypeSH
Market value$15.29M
2.38%
Sole
3.32K
Shared
0.00
None
0.00
JAMF HLDG CORP
SOLEShares1.15M
TypeSH
Market value$14.00M
2.18%
Sole
1.15M
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares44.48K
TypeSH
Market value$10.82M
1.68%
Sole
44.48K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares76.89K
TypeSH
Market value$7.63M
1.19%
Sole
76.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WEAVE COMMUNICATIONS INCSOLE | COM | 7.06M | SH | $78.27M 12.17% | 7.06M | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 1M | SH | $70.07M 10.90% | 1M | 0.00 | 0.00 |
PENGUIN SOLUTIONS INCSOLE | SHS | 3.44M | SH | $59.83M 9.30% | 3.44M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 27.27K | SH | $53.20M 8.27% | 27.27K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 691.84K | SH | $50.30M 7.82% | 691.84K | 0.00 | 0.00 |
CELLEBRITE DI LTDSOLE | ORDINARY SHARES | 2.23M | SH | $43.31M 6.74% | 2.23M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 223.03K | SH | $40.76M 6.34% | 223.03K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 65.07K | SH | $37.50M 5.83% | 65.07K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 427.25K | SH | $37.12M 5.77% | 427.25K | 0.00 | 0.00 |
I3 VERTICALS INCSOLE | COM CL A | 1.24M | SH | $30.65M 4.77% | 1.24M | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 90.57K | SH | $28.12M 4.37% | 90.57K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 138.61K | SH | $23.65M 3.68% | 138.61K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 99.90K | SH | $23.14M 3.60% | 99.90K | 0.00 | 0.00 |
CROWDSTRIKE HOLDINGS INCSOLE | CL A | 54.81K | SH | $19.32M 3.01% | 54.81K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 3.32K | SH | $15.29M 2.38% | 3.32K | 0.00 | 0.00 |
JAMF HLDG CORPSOLE | COM | 1.15M | SH | $14.00M 2.18% | 1.15M | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 44.48K | SH | $10.82M 1.68% | 44.48K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 76.89K | SH | $7.63M 1.19% | 76.89K | 0.00 | 0.00 |