Filed: 8/14/2025ACC: 0001415889-25-021846
📋 What this filing means
CROSSLINK CAPITAL INC filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $1.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$1.76B
Total AUM (reported)
46.48M
Total Shares
Allocation by class
COM SHS CL A$1.01B57.5%
COM$239.57M13.6%
CL A$202.48M11.5%
SHS$89.87M5.1%
CL A COM$89.80M5.1%
COM NEW$79.41M4.5%
COM CL A$34.42M2.0%
Portfolio Concentration
Top 3$1.16B66.0%
4–10$373.83M21.3%
11–25$222.51M12.7%
Top 3 weight
66.0%
Top 10 weight
87.3%
Voting Authority Distribution
Total shares with voting rights: 46.48M
Sole
Full voting authority
46.48M
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
SOLEShares29.25M
TypeSH
Market value$1.01B
57.48%
Sole
29.25M
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares815.84K
TypeSH
Market value$79.41M
4.52%
Sole
815.84K
Shared
0.00
None
0.00
PENGUIN SOLUTIONS INC
SOLEShares3.58M
TypeSH
Market value$70.94M
4.04%
Sole
3.58M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares24.93K
TypeSH
Market value$65.15M
3.71%
Sole
24.93K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares836.80K
TypeSH
Market value$63.97M
3.64%
Sole
836.80K
Shared
0.00
None
0.00
WEAVE COMMUNICATIONS INC
SOLEShares7.08M
TypeSH
Market value$58.88M
3.35%
Sole
7.08M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares208.23K
TypeSH
Market value$51.33M
2.92%
Sole
208.23K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares167.11K
TypeSH
Market value$48.12M
2.74%
Sole
167.11K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares366.81K
TypeSH
Market value$45.21M
2.57%
Sole
366.81K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares55.78K
TypeSH
Market value$41.17M
2.34%
Sole
55.78K
Shared
0.00
None
0.00
I3 VERTICALS INC
SOLEShares1.25M
TypeSH
Market value$34.42M
1.96%
Sole
1.25M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares140.12K
TypeSH
Market value$28.67M
1.63%
Sole
140.12K
Shared
0.00
None
0.00
PURE STORAGE INC
SOLEShares453.13K
TypeSH
Market value$26.09M
1.49%
Sole
453.13K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares53.64K
TypeSH
Market value$21.99M
1.25%
Sole
53.64K
Shared
0.00
None
0.00
CROWDSTRIKE HOLDINGS INC
SOLEShares39.12K
TypeSH
Market value$19.92M
1.13%
Sole
39.12K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares146.48K
TypeSH
Market value$19.68M
1.12%
Sole
146.48K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares3.39K
TypeSH
Market value$19.64M
1.12%
Sole
3.39K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares60.22K
TypeSH
Market value$18.94M
1.08%
Sole
60.22K
Shared
0.00
None
0.00
JAMF HLDG CORP
SOLEShares1.19M
TypeSH
Market value$11.31M
0.64%
Sole
1.19M
Shared
0.00
None
0.00
CELLEBRITE DI LTD
SOLEShares696.74K
TypeSH
Market value$11.15M
0.63%
Sole
696.74K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares67.72K
TypeSH
Market value$10.70M
0.61%
Sole
67.72K
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 | $1.01B 57.48% | 29.25M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 815.84K | SH | $79.41M 4.52% | 815.84K | 0.00 | 0.00 |
PENGUIN SOLUTIONS INCSOLE | SHS | 3.58M | SH | $70.94M 4.04% | 3.58M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 24.93K | SH | $65.15M 3.71% | 24.93K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 836.80K | SH | $63.97M 3.64% | 836.80K | 0.00 | 0.00 |
WEAVE COMMUNICATIONS INCSOLE | COM | 7.08M | SH | $58.88M 3.35% | 7.08M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 208.23K | SH | $51.33M 2.92% | 208.23K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 167.11K | SH | $48.12M 2.74% | 167.11K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 366.81K | SH | $45.21M 2.57% | 366.81K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 55.78K | SH | $41.17M 2.34% | 55.78K | 0.00 | 0.00 |
I3 VERTICALS INCSOLE | COM CL A | 1.25M | SH | $34.42M 1.96% | 1.25M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 140.12K | SH | $28.67M 1.63% | 140.12K | 0.00 | 0.00 |
PURE STORAGE INCSOLE | CL A | 453.13K | SH | $26.09M 1.49% | 453.13K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 53.64K | SH | $21.99M 1.25% | 53.64K | 0.00 | 0.00 |
CROWDSTRIKE HOLDINGS INCSOLE | CL A | 39.12K | SH | $19.92M 1.13% | 39.12K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 146.48K | SH | $19.68M 1.12% | 146.48K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 3.39K | SH | $19.64M 1.12% | 3.39K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 60.22K | SH | $18.94M 1.08% | 60.22K | 0.00 | 0.00 |
JAMF HLDG CORPSOLE | COM | 1.19M | SH | $11.31M 0.64% | 1.19M | 0.00 | 0.00 |
CELLEBRITE DI LTDSOLE | ORDINARY SHARES | 696.74K | SH | $11.15M 0.63% | 696.74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 67.72K | SH | $10.70M 0.61% | 67.72K | 0.00 | 0.00 |