Crosslink Capital Inc reported 22 positions worth $1.35B for the quarter ended Jun 30, 2026, up 32.5% on the prior quarter. It opened 4 new positions, added to 6, trimmed 11 and exited 3. Its largest holding is Chime Financial, Inc. at 39.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| NTSK Netskope Inc | +3.27M +4,357.4% | $35.78M | 2.7% |
| CRM Salesforce, Inc. | +2.21M +1,626.0% | $29.21M | 2.29% |
| CBRS Cerebras Systems Inc. | +130.4K | $28.83M | 2.13% |
| ZS Zscaler, Inc. | +108.6K | $15.33M | 1.13% |
| CRDO Credo Technology Group Holding Ltd | +52.5K | $14.26M | 1.05% |
| COHR Coherent Corp. | +35.1K | $13.85M | 1.02% |
| NU Nu Holdings Ltd. | +301.3K +9.8% | $4.02M | 3.34% |
| APPF Appfolio Inc | +21.9K +30.6% | $3.50M | 1.11% |
| IIIV i3 Verticals, Inc. | +152.0K +15.7% | $3.25M | 1.76% |
| WEAV Weave Communications, Inc. | +25.4K +0.6% | $151.85K | 1.89% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | -31.3K -18.7% | $36.16M | 11.61% |
| LRCX Lam Research Corp | -57.7K -11.8% | $25.02M | 13.8% |
| GOOGL Alphabet Inc. | -65.2K -31.1% | $23.30M | 3.81% |
| DDOG Datadog, Inc. | -86.8K -39.6% | $22.60M | 2.55% |
| DASH DoorDash, Inc. | -70.9K -41.9% | $13.08M | 1.34% |
| FIG Figma, Inc. | -517.4K -100.0% | $10.94M | Exited |
| NVDA Nvidia Corp | -42.3K -33.6% | $8.47M | 1.24% |
| P Everpure, Inc. | -132.2K -100.0% | $7.80M | Exited |
| NOW ServiceNow, Inc. | -67.7K -100.0% | $7.08M | Exited |
| VEEV Veeva Systems Inc | -39.5K -48.3% | $7.02M | 0.555% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CHYM Chime Financial, Inc. | Technology | 26.19M | $536.28M | 39.61% | 0 | 0.0% | Unchanged | 6.89% |
| 2 | LRCX Lam Research Corp | Technology | 431.3K | $186.88M | 13.8% | -57.7K | -11.8% | Reduced | 0.03% |
| 3 | MU Micron Technology Inc | Technology | 136.2K | $157.22M | 11.61% | -31.3K | -18.7% | Reduced | 0.01% |
| 4 | GOOGL Alphabet Inc. | Technology | 144.3K | $51.55M | 3.81% | -65.2K | -31.1% | Reduced | 0% |
| 5 | NU Nu Holdings Ltd. | Financial Services | 3.38M | $45.21M | 3.34% | +301.3K | +9.8% | Added | 0.07% |
| 6 | NTSK Netskope Inc | Technology | 3.35M | $36.60M | 2.7% | +3.27M | +4,357.4% | Added | 0.8% |
| 7 | DDOG Datadog, Inc. | Technology | 132.5K | $34.49M | 2.55% | -86.8K | -39.6% | Reduced | 0.04% |
| 8 | PANW Palo Alto Networks Inc | Technology | 96.2K | $32.82M | 2.42% | -1,455 | -1.5% | Reduced | 0.01% |
| 9 | CRM Salesforce, Inc. | Technology | 2.35M | $31.00M | 2.29% | +2.21M | +1,626.0% | Added | 0.27% |
| 10 | NTNX Nutanix, Inc. | Technology | 593.1K | $30.22M | 2.23% | -71.8K | -10.8% | Reduced | 0.22% |
| 11 | CBRS Cerebras Systems Inc. | Technology | 130.4K | $28.83M | 2.13% | +130.4K | – | New | 0.06% |
| 12 | WEAV Weave Communications, Inc. | Technology | 4.27M | $25.59M | 1.89% | +25.4K | +0.6% | Added | 5.35% |
| 13 | IIIV i3 Verticals, Inc. | Technology | 1.12M | $23.88M | 1.76% | +152.0K | +15.7% | Added | 4.2% |
| 14 | MELI Mercadolibre Inc | Technology | 12.8K | $21.66M | 1.6% | -1,090 | -7.9% | Reduced | 0.03% |
| 15 | DASH DoorDash, Inc. | Technology | 98.1K | $18.11M | 1.34% | -70.9K | -41.9% | Reduced | 0.02% |
Tip. Select a row to see that position’s full history at Crosslink Capital.
As of its Q2 2026 13F filing, Crosslink Capital Inc’s five largest positions were Chime Financial, Inc. (CHYM) at 39.6%, Lam Research Corp (LRCX) at 13.8%, Micron Technology Inc (MU) at 11.6%, Alphabet Inc. (GOOGL) at 3.8%, Nu Holdings Ltd. (NU) at 3.3% of the reported portfolio.
Crosslink Capital Inc reported a 13F portfolio worth $1.35B across 22 positions for Q2 2026. That is up 32.5% from the previous quarter.
Its largest purchases by value were Netskope Inc ($35.78M), Salesforce, Inc. ($29.21M), Cerebras Systems Inc. ($28.83M). It opened 4 new positions.
Its largest sales by value were Micron Technology Inc ($36.16M), Lam Research Corp ($25.02M), Alphabet Inc. ($23.30M). It exited 3 positions entirely.
From the Form 13F-HR reports Crosslink Capital Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.