Crosslink Capital Inc 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Crosslink Capital Inc disclosed 19 US equity positions worth $744.7m in its Q3 2024 13F filing. The largest position was WEAV at 16.6% of the reported book, followed by NTNX and CLBT.
What did Crosslink Capital Inc own in Q3 2024? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 16.6% | $123.4m | 9,643,777 | – | |
| 2 | NTNX NUTANIX INC | Technology | 9.3% | $69.1m | 1,165,900 | – | |
| 3 | CLBT CELLEBRITE DI LTD | Technology | 7.9% | $58.7m | 3,486,945 | – | |
| 4 | PENG SMART GLOBAL HOLDINGS INC | Technology | 7.1% | $52.7m | 2,514,806 | – | |
| 5 | DUOL DUOLINGO INC | Technology | 7.1% | $52.6m | 186,635 | – | |
| 6 | MELI MERCADOLIBRE INC | Consumer Cyclical | 6.6% | $49.3m | 24,008 | – | |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 6.2% | $46.4m | 325,180 | – | |
| 8 | LRCX LAM RESEARCH CORP | Technology | 6.0% | $45.0m | 55,158 | – | |
| 9 | CRWD CROWDSTRIKE HOLDINGS INC | Technology | 5.8% | $42.9m | 153,026 | – | |
| 10 | META META PLATFORMS INC | Communication Services | 5.7% | $42.3m | 73,935 | – | |
| 11 | PANW PALO ALTO NETWORKS INC | Technology | 5.2% | $38.9m | 113,809 | – | |
| 12 | IIIV I3 VERTICALS INC | 3.5% | $26.2m | 1,230,401 | – | ||
| 13 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 3.1% | $23.1m | 5,480 | – | |
| 14 | MU MICRON TECHNOLOGY INC | Technology | 3.0% | $22.6m | 218,040 | – | |
| 15 | EQIX EQUINIX INC | Real Estate | 1.9% | $14.3m | 16,084 | – | |
| 16 | JAMF JAMF HOLDING CORP | 1.8% | $13.7m | 790,647 | – | ||
| 17 | EEFT EURONET WORLDWIDE INC | Technology | 1.8% | $13.3m | 133,870 | – | |
| 18 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 0.8% | $5.8m | 560,902 | – | |
| 19 | AXON AXON ENTERPRISE INC | Industrials | 0.6% | $4.3m | 10,745 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.