Crosslink Capital INC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Crosslink Capital INC disclosed 21 US equity positions worth $1.0bn in its Q1 2026 13F filing. The largest position was CHYM at 48.0% of the reported book, followed by LRCX and GOOGL.
What did Crosslink Capital INC own in Q1 2026? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CHYM CHIME FINL INC | Technology | 48.0% | $490.5m | 26,185,368 | – | |
| 2 | LRCX LAM RESEARCH CORP | Technology | 10.2% | $104.5m | 489,009 | – | |
| 3 | GOOGL ALPHABET INC | Communication Services | 5.9% | $60.2m | 209,450 | – | |
| 4 | MU MICRON TECHNOLOGY INC | Technology | 5.5% | $56.6m | 167,530 | – | |
| 5 | NU NU HLDGS LTD | Financial Services | 4.3% | $44.3m | 3,082,400 | – | |
| 6 | DDOG DATADOG INC | Technology | 2.5% | $25.9m | 219,265 | – | |
| 7 | CRM SALESFORCE INC | Technology | 2.5% | $25.4m | 136,035 | – | |
| 8 | DASH DOORDASH INC | Consumer Cyclical | 2.5% | $25.4m | 168,992 | – | |
| 9 | NTNX NUTANIX INC | Technology | 2.5% | $25.3m | 664,911 | – | |
| 10 | MELI MERCADOLIBRE INC | Consumer Cyclical | 2.3% | $23.9m | 13,848 | – | |
| 11 | NVDA NVIDIA CORPORATION | Technology | 2.2% | $22.0m | 126,100 | – | |
| 12 | IIIV I3 VERTICALS INC | 2.1% | $21.6m | 966,001 | – | ||
| 13 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 1.9% | $19.6m | 4,246,858 | – | |
| 14 | PANW PALO ALTO NETWORKS INC | Technology | 1.5% | $15.7m | 97,689 | – | |
| 15 | VEEV VEEVA SYS INC | Healthcare | 1.4% | $14.4m | 81,860 | – | |
| 16 | APPF APPFOLIO INC | Technology | 1.1% | $11.3m | 71,490 | – | |
| 17 | FIG FIGMA INC | Technology | 1.1% | $10.9m | 517,380 | – | |
| 18 | CRWD CROWDSTRIKE HOLDINGS INC | Technology | 0.9% | $8.9m | 22,715 | – | |
| 19 | P EVERPURE INC | Technology | 0.8% | $7.8m | 132,160 | – | |
| 20 | NOW SERVICENOW INC | Technology | 0.7% | $7.1m | 67,720 | – | |
| 21 | NTSK NETSKOPE INC | Technology | 0.1% | $637.3k | 75,060 | – |
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.