2026 Q2 Portfolio Activity
In 2026 Q2, CROSSLINK CAPITAL INC maintained a portfolio of 25 distinct positions. The most significant new addition was CEREBRAS SYSTEMS INC, now representing 2.13% of the total fund value. They heavily accumulated shares in NETSKOPE INC, increasing the position by 4357.4%. The fund also reduced its exposure to ALPHABET INC by 31.1%.
Position History
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Total Positions
25
Quarter
2026 Q2
Top Holding
CHYM (39.6%)
Top 10 Concentration
84.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-25 of 25
CROSSLINK CAPITAL INC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CHYM
CHIME FINL INC
|
Technology | 39.61% | 48.00% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
26,185,368 | $536,276,337 |
$34.51
-7.5%
|
2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
LRCX
LAM RESEARCH CO...
|
Technology | 13.80% | 10.23% |
#2
Prev: #2
|
6.0 |
—
|
-57,743 | -11.8% |
P
S
|
431,266 | $186,880,496 |
$46.54
+560.1%
|
1999 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
MU
MICRON TECHNOLO...
|
Technology | 11.61% | 5.54% |
#3
1
Prev: #4
|
5.5 |
—
|
-31,325 | -18.7% |
P
S
|
136,205 | $157,220,069 |
$65.22
+1393.8%
|
2000 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.81% | 5.89% |
#4
1
Prev: #3
|
2.0 |
—
|
-65,200 | -31.1% |
P
S
|
144,250 | $51,550,623 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 3.34% | 4.33% |
#5
Prev: #5
|
3.8 |
—
|
301,267 | 9.8% |
P
S
|
3,383,667 | $45,205,791 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NTSK
NETSKOPE INC
|
Technology | 2.70% | 0.06% |
#6
15
Prev: #21
|
4.1 |
—
|
3,270,699 | 4357.4% |
P
S
|
3,345,759 | $36,602,603 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DDOG
DATADOG INC
|
Technology | 2.55% | 2.53% |
#7
1
Prev: #6
|
1.0 |
—
|
-86,810 | -39.6% |
P
S
|
132,455 | $34,485,984 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 2.42% | 1.53% |
#8
6
Prev: #14
|
1.5 |
—
|
-1,455 | -1.5% |
P
S
|
96,234 | $32,817,719 | 2013 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRM
SALESFORCE INC
|
Technology | 2.29% | 2.49% |
#9
2
Prev: #7
|
3.9 |
—
|
2,211,935 | 1626.0% |
P
S
|
2,347,970 | $31,001,326 | 2006 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NTNX
NUTANIX INC
|
Technology | 2.23% | 2.47% |
#10
1
Prev: #9
|
1.4 |
—
|
-71,835 | -10.8% |
P
S
|
593,076 | $30,223,153 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
CEREBRAS SYSTEM...
|
|
Unknown | 2.13% | — |
#11
Prev: #—
|
4.4 |
—
|
130,445 | — |
NEW
|
130,445 | $28,828,345 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
WEAV
WEAVE COMMUNICA...
|
Healthcare | 1.89% | 1.92% |
#12
1
Prev: #13
|
1.3 |
—
|
25,351 | 0.6% |
P
S
|
4,272,209 | $25,590,532 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IIIV
I3 VERTICALS IN...
|
Technology | 1.76% | 2.11% |
#13
1
Prev: #12
|
2.7 |
—
|
151,985 | 15.7% |
P
S
|
1,117,986 | $23,880,181 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 1.60% | 2.34% |
#14
4
Prev: #10
|
1.1 |
—
|
-1,090 | -7.9% |
P
S
|
12,758 | $21,655,302 | 2008 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 1.34% | 2.48% |
#15
7
Prev: #8
|
0.5 |
—
|
-70,870 | -41.9% |
P
S
|
98,122 | $18,106,453 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.24% | 2.15% |
#16
5
Prev: #11
|
0.5 |
—
|
-42,340 | -33.6% |
P
S
|
83,760 | $16,759,538 | 2003 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZS
ZSCALER INC
|
Technology | 1.13% | — |
#17
Prev: #—
|
4.0 |
—
|
108,584 | — |
NEW
|
108,584 | $15,326,632 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APPF
APPFOLIO INC
|
Technology | 1.11% | 1.10% |
#18
2
Prev: #16
|
2.9 |
—
|
21,850 | 30.6% |
P
S
|
93,340 | $14,967,069 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRDO
CREDO TECHNOLOG...
|
Technology | 1.05% | — |
#19
Prev: #—
|
3.9 |
—
|
52,450 | — |
NEW
|
52,450 | $14,263,778 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COHR
COHERENT CORP
|
Technology | 1.02% | — |
#20
Prev: #—
|
3.9 |
—
|
35,100 | — |
NEW
|
35,100 | $13,845,897 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRWD
CROWDSTRIKE HOL...
|
Technology | 0.80% | 0.87% |
#21
3
Prev: #18
|
0.3 |
—
|
-8,510 | -37.5% |
P
S
|
14,205 | $10,840,404 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 0.55% | 1.41% |
#22
7
Prev: #15
|
0.2 |
—
|
-39,530 | -48.3% |
P
S
|
42,330 | $7,512,305 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.00% | 0.69% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-67,720 | -100.0% |
CLOSED
|
— | $— | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PSTG
EVERPURE INC
|
Technology | 0.00% | 0.76% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-132,160 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FIG
FIGMA INC
|
Technology | 0.00% | 1.07% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-517,380 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-25 of 25 holdings