Crosslink Capital INC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1104329) · Explore on the interactive board
Crosslink Capital INC disclosed 22 US equity positions worth $1.4bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is CHYM at 39.6% of the reported book, followed by LRCX, MU. The top ten holdings are 84.4% of the book, and the portfolio behaves like about 5 equal-weight positions. Versus the prior filing it opened 4 new positions, added to 6, reduced 11 and exited 3. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Crosslink Capital INC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 4 new, 6 added, 11 reduced, 3 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | CHYM CHIME FINL INC | Technology | 39.6% | $536.3m | 26,185,368 | 0% | held |
| 2 | LRCX LAM RESEARCH CORP | Technology | 13.8% | $186.9m | 431,266 | -12% | reduced |
| 3 | MU MICRON TECHNOLOGY INC | Technology | 11.6% | $157.2m | 136,205 | -19% | reduced |
| 4 | GOOGL ALPHABET INC | Communication Services | 3.8% | $51.6m | 144,250 | -31% | reduced |
| 5 | NU NU HLDGS LTD | Financial Services | 3.3% | $45.2m | 3,383,667 | 10% | added |
| 6 | NTSK NETSKOPE INC | Technology | 2.7% | $36.6m | 3,345,759 | 4357% | added |
| 7 | DDOG DATADOG INC | Technology | 2.5% | $34.5m | 132,455 | -40% | reduced |
| 8 | PANW PALO ALTO NETWORKS INC | Technology | 2.4% | $32.8m | 96,234 | -1% | reduced |
| 9 | CRM SALESFORCE INC | Technology | 2.3% | $31.0m | 2,347,970 | 1626% | added |
| 10 | NTNX NUTANIX INC | Technology | 2.2% | $30.2m | 593,076 | -11% | reduced |
| 11 | CBRS CEREBRAS SYSTEMS INC | Technology | 2.1% | $28.8m | 130,445 | – | new |
| 12 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 1.9% | $25.6m | 4,272,209 | 1% | added |
| 13 | IIIV I3 VERTICALS INC | 1.8% | $23.9m | 1,117,986 | 16% | added | |
| 14 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.6% | $21.7m | 12,758 | -8% | reduced |
| 15 | DASH DOORDASH INC | Consumer Cyclical | 1.3% | $18.1m | 98,122 | -42% | reduced |
| 16 | NVDA NVIDIA CORPORATION | Technology | 1.2% | $16.8m | 83,760 | -34% | reduced |
| 17 | ZS ZSCALER INC | Technology | 1.1% | $15.3m | 108,584 | – | new |
| 18 | APPF APPFOLIO INC | Technology | 1.1% | $15.0m | 93,340 | 31% | added |
| 19 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 1.1% | $14.3m | 52,450 | – | new |
| 20 | COHR COHERENT CORP | Technology | 1.0% | $13.8m | 35,100 | – | new |
| 21 | CRWD CROWDSTRIKE HOLDINGS INC | Technology | 0.8% | $10.8m | 14,205 | -37% | reduced |
| 22 | VEEV VEEVA SYS INC | Healthcare | 0.6% | $7.5m | 42,330 | -48% | reduced |
What did Crosslink Capital INC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| FIG FIGMA INC | 42.4% | $10.9m |
| P EVERPURE INC | 30.2% | $7.8m |
| NOW SERVICENOW INC | 27.4% | $7.1m |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 85.7% |
| Communication Services | 3.8% |
| Financial Services | 3.3% |
| Consumer Cyclical | 2.9% |
| Healthcare | 2.4% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Crosslink Capital INC's portfolio?
Across every quarter Crosslink Capital INC has filed, its median largest position is 43.8% of the book and its median top-ten weight is 85.3%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 3.0 completed holding spells, the median lasted 1.0 quarters; 22.0 positions are still open and their final length is unknown.