Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CROSSLINK CAPITAL INC (CIK 1104329) reported $1.02B across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CHYM ($490.5M, 48.00%), LRCX ($104.5M, 10.23%), GOOGL ($60.2M, 5.89%), MU ($56.6M, 5.54%), NU ($44.3M, 4.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CHYM | CHIME FINL INC | $490.5M | 48.00% | 26.2M | Trimmed |
| 2 | LRCX | LAM RESEARCH CORP | $104.5M | 10.23% | 489,009 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $60.2M | 5.89% | 209,450 | Added |
| 4 | MU | MICRON TECHNOLOGY INC | $56.6M | 5.54% | 167,530 | Added |
| 5 | NU | NU HLDGS LTD | $44.3M | 4.33% | 3.1M | Added |
| 6 | DDOG | DATADOG INC | $25.9M | 2.53% | 219,265 | Added |
| 7 | CRM | SALESFORCE INC | $25.4M | 2.49% | 136,035 | New |
| 8 | DASH | DOORDASH INC | $25.4M | 2.48% | 168,992 | Added |
| 9 | NTNX | NUTANIX INC | $25.3M | 2.47% | 664,911 | Trimmed |
| 10 | MELI | MERCADOLIBRE INC | $23.9M | 2.34% | 13,848 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $22.0M | 2.15% | 126,100 | New |
| 12 | IIIV | I3 VERTICALS INC | $21.6M | 2.11% | 966,001 | Added |
| 13 | WEAV | WEAVE COMMUNICATIONS INC | $19.6M | 1.92% | 4.2M | Added |
| 14 | PANW | PALO ALTO NETWORKS INC | $15.7M | 1.53% | 97,689 | Trimmed |
| 15 | VEEV | VEEVA SYS INC | $14.4M | 1.41% | 81,860 | Trimmed |
| 16 | APPF | APPFOLIO INC | $11.3M | 1.10% | 71,490 | Added |
| 17 | FIG | FIGMA INC | $10.9M | 1.07% | 517,380 | New |
| 18 | CRWD | CROWDSTRIKE HOLDINGS INC | $8.9M | 0.87% | 22,715 | Added |
| 19 | PSTG | EVERPURE INC | $7.8M | 0.76% | 132,160 | Trimmed |
| 20 | NOW | SERVICENOW INC | $7.1M | 0.69% | 67,720 | New |
| 21 | NETSKOPE INC | $637,259 | 0.06% | 75,060 | New | |
| 22 | BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 23 | MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | Exited |
| 24 | MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | Exited |
| 25 | PENG | PENGUIN SOLUTIONS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31