Crosslink Capital Inc 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Crosslink Capital Inc disclosed 19 US equity positions worth $718.9m in its Q4 2024 13F filing. The largest position was WEAV at 15.6% of the reported book, followed by NTNX and CLBT. Against the Q3 2024 filing, it opened 4 new positions, added to 5 and reduced 10 among the top 19 holdings.
What did Crosslink Capital Inc own in Q4 2024? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 15.6% | $112.4m | 7,057,813 | -27% | reduced |
| 2 | NTNX NUTANIX INC | Technology | 9.3% | $67.1m | 1,096,583 | -6% | reduced |
| 3 | CLBT CELLEBRITE DI LTD | Technology | 9.3% | $66.6m | 3,022,190 | -13% | reduced |
| 4 | PENG PENGUIN SOLUTIONS INC | Technology | 8.4% | $60.1m | 3,133,050 | 25% | added |
| 5 | LRCX LAM RESEARCH CORP | Technology | 7.3% | $52.4m | 724,830 | – | new |
| 6 | MELI MERCADOLIBRE INC | Consumer Cyclical | 6.5% | $46.4m | 27,274 | 14% | added |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 6.3% | $45.3m | 270,005 | -17% | reduced |
| 8 | META META PLATFORMS INC | Communication Services | 5.7% | $41.2m | 70,369 | -5% | reduced |
| 9 | DUOL DUOLINGO INC | Technology | 5.3% | $38.0m | 117,082 | -37% | reduced |
| 10 | PANW PALO ALTO NETWORKS INC | Technology | 5.3% | $37.9m | 208,263 | 83% | added |
| 11 | CRWD CROWDSTRIKE HOLDINGS INC | Technology | 4.7% | $33.7m | 98,506 | -36% | reduced |
| 12 | IIIV I3 VERTICALS INC | 3.5% | $24.9m | 1,081,581 | -12% | reduced | |
| 13 | MU MICRON TECHNOLOGY INC | Technology | 2.8% | $20.4m | 242,760 | 11% | added |
| 14 | JAMF JAMF HOLDING CORP | 2.3% | $16.9m | 1,200,961 | 52% | added | |
| 15 | APPF APPFOLIO INC - A | Technology | 2.1% | $15.2m | 61,534 | – | new |
| 16 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 2.0% | $14.7m | 2,961 | -46% | reduced |
| 17 | EEFT EURONET WORLDWIDE INC | Technology | 1.9% | $13.3m | 129,706 | -3% | reduced |
| 18 | XYZ BLOCK INC | Technology | 0.9% | $6.3m | 73,905 | – | new |
| 19 | MNDY MONDAY.COM LTD | Technology | 0.9% | $6.3m | 26,620 | – | new |
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.