Crosslink Capital Inc 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Crosslink Capital Inc disclosed 20 US equity positions worth $1.3bn in its Q4 2025 13F filing. The largest position was CHYM at 53.1% of the reported book, followed by LRCX and GOOGL. Against the Q3 2025 filing, it opened 2 new positions, added to 6 and reduced 12 among the top 20 holdings.
What did Crosslink Capital Inc own in Q4 2025? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CHYM CHIME FINL INC | Technology | 53.1% | $685.0m | 27,215,341 | -7% | reduced |
| 2 | LRCX LAM RESEARCH CORP | Technology | 7.6% | $98.0m | 572,707 | -25% | reduced |
| 3 | GOOGL ALPHABET INC | Communication Services | 4.7% | $60.6m | 193,700 | 22% | added |
| 4 | MELI MERCADOLIBRE INC | Consumer Cyclical | 4.4% | $56.3m | 27,969 | 4% | added |
| 5 | MU MICRON TECHNOLOGY INC | Technology | 3.7% | $47.1m | 165,125 | -42% | reduced |
| 6 | NTNX NUTANIX INC | Technology | 3.0% | $38.8m | 751,246 | 4% | added |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 2.6% | $33.0m | 145,817 | -16% | reduced |
| 8 | P PURE STORAGE INC | Technology | 2.5% | $32.4m | 482,845 | -33% | reduced |
| 9 | VEEV VEEVA SYS INC | Healthcare | 2.2% | $28.4m | 127,255 | -30% | reduced |
| 10 | NU NU HLDGS LTD | Financial Services | 2.1% | $27.7m | 1,656,595 | – | new |
| 11 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 2.1% | $27.6m | 3,635,916 | -49% | reduced |
| 12 | PENG PENGUIN SOLUTIONS INC | 2.0% | $25.7m | 1,312,330 | -29% | reduced | |
| 13 | PANW PALO ALTO NETWORKS INC | Technology | 1.9% | $24.1m | 130,778 | -7% | reduced |
| 14 | IIIV I3 VERTICALS INC | 1.9% | $24.0m | 951,216 | 1% | added | |
| 15 | MNDY MONDAY COM LTD | Technology | 1.9% | $23.9m | 162,225 | -20% | reduced |
| 16 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 1.5% | $19.9m | 3,714 | 40% | added |
| 17 | DDOG DATADOG INC | Technology | 1.0% | $12.5m | 92,175 | -38% | reduced |
| 18 | MRVL MARVELL TECHNOLOGY INC | Technology | 0.9% | $12.0m | 141,450 | 149% | added |
| 19 | CRWD CROWDSTRIKE HOLDINGS INC | Technology | 0.6% | $8.1m | 17,185 | -40% | reduced |
| 20 | APPF APPFOLIO INC | Technology | 0.5% | $5.8m | 25,025 | – | 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.