Crosslink Capital Inc 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Crosslink Capital Inc disclosed 21 US equity positions worth $1.8bn in its Q2 2025 13F filing. The largest position was CHYM at 57.5% of the reported book, followed by LRCX and PENG. Against the Q1 2025 filing, it opened 3 new positions, added to 9 and reduced 8 among the top 21 holdings.
What did Crosslink Capital Inc own in Q2 2025? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CHYM CHIME FINL INC | Technology | 57.5% | $1.0bn | 29,247,210 | – | new |
| 2 | LRCX LAM RESEARCH CORP | Technology | 4.5% | $79.4m | 815,840 | 18% | added |
| 3 | PENG PENGUIN SOLUTIONS INC | Technology | 4.0% | $70.9m | 3,580,777 | 4% | added |
| 4 | MELI MERCADOLIBRE INC | Consumer Cyclical | 3.7% | $65.1m | 24,926 | -9% | reduced |
| 5 | NTNX NUTANIX INC | Technology | 3.6% | $64.0m | 836,802 | -17% | reduced |
| 6 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 3.4% | $58.9m | 7,077,196 | 0% | held |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 2.9% | $51.3m | 208,230 | -7% | reduced |
| 8 | VEEV VEEVA SYS INC | Healthcare | 2.7% | $48.1m | 167,110 | 67% | added |
| 9 | MU MICRON TECHNOLOGY INC | Technology | 2.6% | $45.2m | 366,815 | -14% | reduced |
| 10 | META META PLATFORMS INC | Communication Services | 2.3% | $41.2m | 55,779 | -14% | reduced |
| 11 | IIIV I3 VERTICALS INC | 2.0% | $34.4m | 1,252,430 | 1% | added | |
| 12 | PANW PALO ALTO NETWORKS INC | Technology | 1.6% | $28.7m | 140,121 | 1% | added |
| 13 | P PURE STORAGE INC | Technology | 1.5% | $26.1m | 453,130 | – | new |
| 14 | DUOL DUOLINGO INC | Technology | 1.3% | $22.0m | 53,642 | -41% | reduced |
| 15 | CRWD CROWDSTRIKE HOLDINGS INC | Technology | 1.1% | $19.9m | 39,116 | -29% | reduced |
| 16 | DDOG DATADOG INC | Technology | 1.1% | $19.7m | 146,480 | 91% | added |
| 17 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 1.1% | $19.6m | 3,393 | 2% | added |
| 18 | MNDY MONDAY COM LTD | Technology | 1.1% | $18.9m | 60,215 | 35% | added |
| 19 | JAMF JAMF HLDG CORP | 0.6% | $11.3m | 1,189,382 | 3% | added | |
| 20 | CLBT CELLEBRITE DI LTD | Technology | 0.6% | $11.1m | 696,744 | -69% | reduced |
| 21 | NVDA NVIDIA CORPORATION | Technology | 0.6% | $10.7m | 67,725 | – | 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.