Crosslink Capital Inc 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Crosslink Capital Inc disclosed 18 US equity positions worth $643.0m in its Q1 2025 13F filing. The largest position was WEAV at 12.2% of the reported book, followed by NTNX and PENG. Against the Q4 2024 filing, it opened 2 new positions, added to 5 and reduced 9 among the top 18 holdings.
What did Crosslink Capital Inc own in Q1 2025? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 12.2% | $78.3m | 7,057,813 | 0% | held |
| 2 | NTNX NUTANIX INC | Technology | 10.9% | $70.1m | 1,003,767 | -8% | reduced |
| 3 | PENG PENGUIN SOLUTIONS INC | Technology | 9.3% | $59.8m | 3,444,290 | 10% | added |
| 4 | MELI MERCADOLIBRE INC | Consumer Cyclical | 8.3% | $53.2m | 27,269 | -0% | held |
| 5 | LRCX LAM RESEARCH CORP | Technology | 7.8% | $50.3m | 691,840 | -5% | reduced |
| 6 | CLBT CELLEBRITE DI LTD | Technology | 6.7% | $43.3m | 2,229,239 | -26% | reduced |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 6.3% | $40.8m | 223,025 | -17% | reduced |
| 8 | META META PLATFORMS INC | Communication Services | 5.8% | $37.5m | 65,069 | -8% | reduced |
| 9 | MU MICRON TECHNOLOGY INC | Technology | 5.8% | $37.1m | 427,245 | 76% | added |
| 10 | IIIV I3 VERTICALS INC | 4.8% | $30.7m | 1,242,600 | 15% | added | |
| 11 | DUOL DUOLINGO INC | Technology | 4.4% | $28.1m | 90,567 | -23% | reduced |
| 12 | PANW PALO ALTO NETWORKS INC | Technology | 3.7% | $23.7m | 138,611 | -33% | reduced |
| 13 | VEEV VEEVA SYS INC | Healthcare | 3.6% | $23.1m | 99,900 | – | new |
| 14 | CRWD CROWDSTRIKE HOLDINGS INC | Technology | 3.0% | $19.3m | 54,806 | -44% | reduced |
| 15 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 2.4% | $15.3m | 3,318 | 12% | added |
| 16 | JAMF JAMF HLDG CORP | 2.2% | $14.0m | 1,152,302 | -4% | reduced | |
| 17 | MNDY MONDAY COM LTD | Technology | 1.7% | $10.8m | 44,485 | 67% | added |
| 18 | DDOG DATADOG INC | Technology | 1.2% | $7.6m | 76,885 | – | 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.