Back to CROSSLINK CAPITAL INC
Q2 2026 13F filing
Updated 27 days ago23 disclosed positions worth $1.4B
Portfolio value
$1.4B
Total holdings
23
New positions
4
Closed positions
3
Increased
6
Decreased
11
Turnover
30.4%
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CHYM CHIME FINL INC | $536.3M | 26.19M | 39.61% | Unchanged |
| 2 | L LRCX LAM RESEARCH CORP | $186.9M | 431.3K | 13.80% | Trimmed(-11.8%) |
| 3 | M MU MICRON TECHNOLOGY INC | $157.2M | 136.2K | 11.61% | Trimmed(-18.7%) |
| 4 | G GOOGN ALPHABET INC | $51.6M | 144.3K | 3.81% | Trimmed(-31.1%) |
| 5 | N NU NU HLDGS LTD | $45.2M | 3.38M | 3.34% | Added(+9.8%) |
| 6 | N NTSK NETSKOPE INC | $36.6M | 3.35M | 2.70% | Added(+4357.4%) |
| 7 | D DDOG DATADOG INC | $34.5M | 132.5K | 2.55% | Trimmed(-39.6%) |
| 8 | P PANW PALO ALTO NETWORKS INC | $32.8M | 96.2K | 2.42% | Trimmed(-1.5%) |
| 9 | N NTNX NUTANIX INC | $30.2M | 593.1K | 2.23% | Trimmed(-10.8%) |
| 10 | C CBRS CEREBRAS SYSTEMS INC | $28.8M | 130.4K | 2.13% | — |
| 11 | W WEAV WEAVE COMMUNICATIONS INC | $25.6M | 4.27M | 1.89% | Added(+0.6%) |
| 12 | I IIIV I3 VERTICALS INC | $23.9M | 1.12M | 1.76% | Added(+15.7%) |
| 13 | M MELI MERCADOLIBRE INC | $21.7M | 12.8K | 1.60% | Trimmed(-7.9%) |
| 14 | C CRM SALESFORCE INC | $21.2M | 135.2K | 1.56% | Trimmed(-0.6%) |
| 15 | D DASH DOORDASH INC | $18.1M | 98.1K | 1.34% | Trimmed(-41.9%) |
| 16 | N NVDA NVIDIA CORPORATION | $16.8M | 83.8K | 1.24% | Trimmed(-33.6%) |
| 17 | Z ZS ZSCALER INC | $15.3M | 108.6K | 1.13% | — |
| 18 | A APPF APPFOLIO INC | $15M | 93.3K | 1.11% | Added(+30.6%) |
| 19 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $14.3M | 52.5K | 1.05% | — |
| 20 | C COHR COHERENT CORP | $13.8M | 35.1K | 1.02% | — |
| 21 | C CRWD CROWDSTRIKE HOLDINGS INC | $10.8M | 14.2K | 0.80% | Trimmed(-37.5%) |
| 22 | C CRM SNAP INC | $9.8M | 2.21M | 0.73% | Added(+1526.6%) |
| 23 | V VEEV VEEVA SYS INC | $7.5M | 42.3K | 0.55% | Trimmed(-48.3%) |