Q4 2024 · 13F-HR
CROSSLINK CAPITAL INCholdings as filed
Filed 2025-02-14 · accession 0000935836-25-000156
$718.9M
Reported value
19
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC | $112.4M | 15.6% | 7,057,813 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $67.1M | 9.33% | 1,096,583 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $66.6M | 9.26% | 3,022,190 | Common | SOLE |
| G8232Y101 | — | PENGUIN SOLUTIONS INC | $60.1M | 8.36% | 3,133,050 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $52.4M | 7.28% | 724,830 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $46.4M | 6.45% | 27,274 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $45.3M | 6.30% | 270,005 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $41.2M | 5.73% | 70,369 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $38.0M | 5.28% | 117,082 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $37.9M | 5.27% | 208,263 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HOLDINGS INC | $33.7M | 4.69% | 98,506 | Common | SOLE |
| 46571Y107 | IIIV | I3 VERTICALS INC | $24.9M | 3.47% | 1,081,581 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $20.4M | 2.84% | 242,760 | Common | SOLE |
| 47074L105 | JAMF | JAMF HOLDING CORP | $16.9M | 2.35% | 1,200,961 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC - A | $15.2M | 2.11% | 61,534 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $14.7M | 2.05% | 2,961 | Common | SOLE |
| 298736109 | EEFT | EURONET WORLDWIDE INC | $13.3M | 1.86% | 129,706 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $6.3M | 0.87% | 73,905 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY.COM LTD | $6.3M | 0.87% | 26,620 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.