2026 Q1 Portfolio Activity
In 2026 Q1, CROSSLINK CAPITAL INC maintained a portfolio of 25 distinct positions. The most significant new addition was SALESFORCE INC, now representing 2.49% of the total fund value. They heavily accumulated shares in NU HLDGS LTD, increasing the position by 86.1%. The fund also reduced its exposure to MERCADOLIBRE INC by 50.5%.
Position History
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Total Positions
25
Quarter
2026 Q1
Top Holding
CHYM (48.0%)
Top 10 Concentration
86.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-25 of 25
CROSSLINK CAPITAL INC Full Holdings List — 2026 Q1
| 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 | 48.00% | 53.06% |
#1
Prev: #1
|
6.5 | -1,029,973 | -3.8% |
P
S
|
26,185,368 | $490,451,943 |
$34.51
-44.2%
|
2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
LRCX
LAM RESEARCH CO...
|
Technology | 10.23% | 7.59% |
#2
Prev: #2
|
6.0 | -83,698 | -14.6% |
P
S
|
489,009 | $104,481,663 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 5.89% | 4.70% |
#3
Prev: #3
|
5.4 | 15,750 | 8.1% |
P
S
|
209,450 | $60,229,442 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 5.54% | 3.65% |
#4
1
Prev: #5
|
3.2 | 2,405 | 1.5% |
P
S
|
167,530 | $56,598,335 | 2000 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 4.33% | 2.15% |
#5
5
Prev: #10
|
5.2 | 1,425,805 | 86.1% |
P
S
|
3,082,400 | $44,294,088 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DDOG
DATADOG INC
|
Technology | 2.53% | 0.97% |
#6
11
Prev: #17
|
4.0 | 127,090 | 137.9% |
P
S
|
219,265 | $25,884,233 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRM
SALESFORCE INC
|
Technology | 2.49% | — |
#7
Prev: #—
|
4.5 | 136,035 | — |
NEW
|
136,035 | $25,393,653 | 2006 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 2.48% | 2.56% |
#8
1
Prev: #7
|
3.0 | 23,175 | 15.9% |
P
S
|
168,992 | $25,374,149 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NTNX
NUTANIX INC
|
Technology | 2.47% | 3.01% |
#9
3
Prev: #6
|
1.5 | -86,335 | -11.5% |
P
S
|
664,911 | $25,273,267 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 2.34% | 4.36% |
#10
6
Prev: #4
|
0.9 | -14,121 | -50.5% |
P
S
|
13,848 | $23,943,469 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.15% | — |
#11
Prev: #—
|
4.4 | 126,100 | — |
NEW
|
126,100 | $21,991,840 | 2003 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IIIV
I3 VERTICALS IN...
|
Technology | 2.11% | 1.86% |
#12
2
Prev: #14
|
1.3 | 14,785 | 1.6% |
P
S
|
966,001 | $21,599,782 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WEAV
WEAVE COMMUNICA...
|
Healthcare | 1.92% | 2.14% |
#13
2
Prev: #11
|
2.8 | 610,942 | 16.8% |
P
S
|
4,246,858 | $19,620,484 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.53% | 1.87% |
#14
1
Prev: #13
|
0.6 | -33,089 | -25.3% |
P
S
|
97,689 | $15,661,500 | 2013 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 1.41% | 2.20% |
#15
6
Prev: #9
|
0.6 | -45,395 | -35.7% |
P
S
|
81,860 | $14,379,528 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APPF
APPFOLIO INC
|
Technology | 1.10% | 0.45% |
#16
4
Prev: #20
|
3.4 | 46,465 | 185.7% |
P
S
|
71,490 | $11,282,552 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIG
FIGMA INC
|
Technology | 1.07% | — |
#17
Prev: #—
|
3.9 | 517,380 | — |
NEW
|
517,380 | $10,937,413 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRWD
CROWDSTRIKE HOL...
|
Technology | 0.87% | 0.62% |
#18
1
Prev: #19
|
2.8 | 5,530 | 32.2% |
P
S
|
22,715 | $8,868,163 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PSTG
EVERPURE INC
|
Technology | 0.76% | 2.51% |
#19
11
Prev: #8
|
0.3 | -350,685 | -72.6% |
P
S
|
132,160 | $7,802,726 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.69% | — |
#20
Prev: #—
|
3.8 | 67,720 | — |
NEW
|
67,720 | $7,080,126 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NTSK
NETSKOPE INC
|
Technology | 0.06% | — |
#21
Prev: #—
|
3.5 | 75,060 | — |
NEW
|
75,060 | $637,259 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.00% | 0.93% |
Sold All 😨
(Was: #18) |
0.0 | -141,450 | -100.0% |
CLOSED
|
— | $— | 2003 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.00% | 1.54% |
Sold All 😨
(Was: #16) |
0.0 | -3,714 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MNDY
MONDAY COM LTD
|
Technology | 0.00% | 1.85% |
Sold All 😨
(Was: #15) |
0.0 | -162,225 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PENG
PENGUIN SOLUTIO...
|
Technology | 0.00% | 1.99% |
Sold All 😨
(Was: #12) |
0.0 | -1,312,330 | -100.0% |
CLOSED
|
— | $— | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-25 of 25 holdings