Crosslink Capital INC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Crosslink Capital INC disclosed 22 US equity positions worth $1.4bn in its Q2 2026 13F filing. The largest position was CHYM at 39.6% of the reported book, followed by LRCX and MU. Against the Q1 2026 filing, it opened 4 new positions, added to 6 and reduced 11 among the top 22 holdings.
What did Crosslink Capital INC own in Q2 2026? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CHYM CHIME FINL INC | Technology | 39.6% | $536.3m | 26,185,368 | 0% | held |
| 2 | LRCX LAM RESEARCH CORP | Technology | 13.8% | $186.9m | 431,266 | -12% | reduced |
| 3 | MU MICRON TECHNOLOGY INC | Technology | 11.6% | $157.2m | 136,205 | -19% | reduced |
| 4 | GOOGL ALPHABET INC | Communication Services | 3.8% | $51.6m | 144,250 | -31% | reduced |
| 5 | NU NU HLDGS LTD | Financial Services | 3.3% | $45.2m | 3,383,667 | 10% | added |
| 6 | NTSK NETSKOPE INC | Technology | 2.7% | $36.6m | 3,345,759 | 4357% | added |
| 7 | DDOG DATADOG INC | Technology | 2.5% | $34.5m | 132,455 | -40% | reduced |
| 8 | PANW PALO ALTO NETWORKS INC | Technology | 2.4% | $32.8m | 96,234 | -1% | reduced |
| 9 | CRM SALESFORCE INC | Technology | 2.3% | $31.0m | 2,347,970 | 1626% | added |
| 10 | NTNX NUTANIX INC | Technology | 2.2% | $30.2m | 593,076 | -11% | reduced |
| 11 | CBRS CEREBRAS SYSTEMS INC | Technology | 2.1% | $28.8m | 130,445 | – | new |
| 12 | WEAV WEAVE COMMUNICATIONS INC | Healthcare | 1.9% | $25.6m | 4,272,209 | 1% | added |
| 13 | IIIV I3 VERTICALS INC | 1.8% | $23.9m | 1,117,986 | 16% | added | |
| 14 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.6% | $21.7m | 12,758 | -8% | reduced |
| 15 | DASH DOORDASH INC | Consumer Cyclical | 1.3% | $18.1m | 98,122 | -42% | reduced |
| 16 | NVDA NVIDIA CORPORATION | Technology | 1.2% | $16.8m | 83,760 | -34% | reduced |
| 17 | ZS ZSCALER INC | Technology | 1.1% | $15.3m | 108,584 | – | new |
| 18 | APPF APPFOLIO INC | Technology | 1.1% | $15.0m | 93,340 | 31% | added |
| 19 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 1.1% | $14.3m | 52,450 | – | new |
| 20 | COHR COHERENT CORP | Technology | 1.0% | $13.8m | 35,100 | – | new |
| 21 | CRWD CROWDSTRIKE HOLDINGS INC | Technology | 0.8% | $10.8m | 14,205 | -37% | reduced |
| 22 | VEEV VEEVA SYS INC | Healthcare | 0.6% | $7.5m | 42,330 | -48% | reduced |
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.