Crosslink Capital Inc.
Crosslink Capital Inc. reported 22 US-listed holdings worth $1.35 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Chime Finl Inc (39.6%), Lam Research Corp. (13.8%) and Micron Technology Inc. (11.6%). Against the quarter before, it opened 4 positions, added to 6, trimmed 11 and sold out of 3.
Reported holdings$1.35B+32.5% on Q1 2026
Positions22+1 on Q1 2026
The largest ten84.4%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toHeldTrimmed
The 14 largest of its 22 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 4Added 6Held 1Trimmed 11Sold out 3
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- Cerebras Systems Inc. Com Class A CBRS$28.8 million
- Zscaler Inc. ZS$15.3 million
- Credo Technology Group Holdi CRDO$14.3 million
- Coherent Corp. COHR$13.8 million
Added to 6
- Netskope Inc. NTSK+3.3 million shares · +4357%
- Salesforce, Inc. CRM+2.2 million shares · +1626%
- Nu Holdings Ltd. NU+301,267 shares · +10%
- Appfolio Inc. APPF+21,850 shares · +31%
- I3 Verticals Inc. IIIV+151,985 shares · +16%
- Weave Communications Inc. WEAV+25,351 shares · +1%
Trimmed 11
- Micron Technology Inc. MU-31,325 shares · -19%
- Lam Research Corp. LRCX-57,743 shares · -12%
- Alphabet Inc. GOOGL-65,200 shares · -31%
- Datadog, Inc. DDOG-86,810 shares · -40%
- DoorDash, Inc. DASH-70,870 shares · -42%
- NVIDIA Corp. NVDA-42,340 shares · -34%
- Veeva Systems Inc. VEEV-39,530 shares · -48%
- CrowdStrike Holdings, Inc. CRWD-8,510 shares · -37%
and 3 more in the table below
Sold out of 3
- Figma Inc. FIG$10.9 million last quarter
- Everpure, Inc. P$7.8 million last quarter
- ServiceNow, Inc. NOW$7.1 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Chime Finl Inc CHYM | 26,185,368 | $536.3 million | 39.61% | no change |
| Lam Research Corp. LRCX | 431,266 | $186.9 million | 13.80% | -57,743 |
| Micron Technology Inc. MU | 136,205 | $157.2 million | 11.61% | -31,325 |
| Alphabet Inc. GOOGL | 144,250 | $51.6 million | 3.81% | -65,200 |
| Nu Holdings Ltd. NU | 3,383,667 | $45.2 million | 3.34% | +301,267 |
| Netskope Inc. NTSK | 3,345,759 | $36.6 million | 2.70% | +3,270,699 |
| Datadog, Inc. DDOG | 132,455 | $34.5 million | 2.55% | -86,810 |
| Palo Alto Networks Inc. PANW | 96,234 | $32.8 million | 2.42% | -1,455 |
| Salesforce, Inc. CRM | 2,347,970 | $31.0 million | 2.29% | +2,211,935 |
| Nutanix, Inc. NTNX | 593,076 | $30.2 million | 2.23% | -71,835 |
| Cerebras Systems Inc. Com Class A CBRS | 130,445 | $28.8 million | 2.13% | new |
| Weave Communications Inc. WEAV | 4,272,209 | $25.6 million | 1.89% | +25,351 |
| I3 Verticals Inc. IIIV | 1,117,986 | $23.9 million | 1.76% | +151,985 |
| MercadoLibre, Inc. MELI | 12,758 | $21.7 million | 1.60% | -1,090 |
| DoorDash, Inc. DASH | 98,122 | $18.1 million | 1.34% | -70,870 |
| NVIDIA Corp. NVDA | 83,760 | $16.8 million | 1.24% | -42,340 |
| Zscaler Inc. ZS | 108,584 | $15.3 million | 1.13% | new |
| Appfolio Inc. APPF | 93,340 | $15.0 million | 1.11% | +21,850 |
| Credo Technology Group Holdi CRDO | 52,450 | $14.3 million | 1.05% | new |
| Coherent Corp. COHR | 35,100 | $13.8 million | 1.02% | new |
| CrowdStrike Holdings, Inc. CRWD | 14,205 | $10.8 million | 0.80% | -8,510 |
| Veeva Systems Inc. VEEV | 42,330 | $7.5 million | 0.55% | -39,530 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.