Crosslink Capital Inc 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Crosslink Capital Inc disclosed 23 US equity positions worth $1.4bn in its Q3 2025 13F filing. The largest position was CHYM at 42.9% of the reported book, followed by LRCX and MELI. Against the Q2 2025 filing, it opened 4 new positions, added to 7 and reduced 9 among the top 23 holdings.
What did Crosslink Capital Inc own in Q3 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CHYM CHIME FINL INC | Technology | 42.9% | $589.9m | 29,247,206 | -0% | held |
| 2 | LRCX LAM RESEARCH CORP | Technology | 7.4% | $102.2m | 763,237 | -6% | reduced |
| 3 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.6% | $63.1m | 27,003 | 8% | added |
| 4 | P PURE STORAGE INC | Technology | 4.4% | $60.4m | 720,265 | 59% | added |
| 5 | VEEV VEEVA SYS INC | Healthcare | 3.9% | $53.9m | 181,060 | 8% | added |
| 6 | NTNX NUTANIX INC | Technology | 3.9% | $53.9m | 724,227 | -13% | reduced |
| 7 | PENG PENGUIN SOLUTIONS INC | 3.5% | $48.6m | 1,848,074 | – | new | |
| 8 | MU MICRON TECHNOLOGY INC | Technology | 3.5% | $48.0m | 287,120 | -22% | reduced |
| 9 | DASH DOORDASH INC | Consumer Cyclical | 3.4% | $47.4m | 174,300 | -16% | reduced |
| 10 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 3.4% | $47.3m | 7,077,196 | 0% | held |
| 11 | MNDY MONDAY COM LTD | Technology | 2.9% | $39.5m | 203,865 | 239% | added |
| 12 | GOOGL ALPHABET INC | Communication Services | 2.8% | $38.7m | 159,365 | – | new |
| 13 | IIIV I3 VERTICALS INC | 2.2% | $30.5m | 938,134 | -25% | reduced | |
| 14 | PANW PALO ALTO NETWORKS INC | Technology | 2.1% | $28.5m | 140,201 | 0% | held |
| 15 | META META PLATFORMS INC | Communication Services | 1.7% | $24.0m | 32,699 | -41% | reduced |
| 16 | DDOG DATADOG INC | Technology | 1.5% | $21.0m | 147,520 | 1% | added |
| 17 | NVDA NVIDIA CORPORATION | Technology | 1.2% | $16.7m | 89,625 | 32% | added |
| 18 | DUOL DUOLINGO INC | Technology | 1.1% | $14.9m | 46,412 | -13% | reduced |
| 19 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 1.0% | $14.4m | 2,659 | -22% | reduced |
| 20 | CRWD CROWDSTRIKE HOLDINGS INC | Technology | 1.0% | $14.2m | 28,861 | -26% | reduced |
| 21 | JAMF JAMF HLDG CORP | 0.9% | $12.9m | 1,206,767 | 1% | added | |
| 22 | MRVL MARVELL TECHNOLOGY INC | Technology | 0.3% | $4.8m | 56,860 | – | new |
| 23 | NTSK NETSKOPE INC | 0.0% | $113.7k | 5,000 | – | 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.