Q3 2025 · 13F-HR
CROSSLINK CAPITAL INCholdings as filed
Filed 2025-11-14 · accession 0001104329-25-000010
$1.37B
Reported value
23
Positions
2025-09-30
Period end
The Brief · CROSSLINK CAPITAL INC · Q3 2025
AI · grounded in 13F
CROSSLINK CAPITAL INC closed its position in PENGUIN SOLUTIONS INC, reducing its exposure by $70.9M. The fund simultaneously opened new positions in PENG for $48.6M and GOOGL for $38.7M. Additionally, the fund increased its holdings in NVDA by 32.3% and P by 58.9%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 16935C109 | CHYM | CHIME FINL INC | $589.9M | 42.9% | 29,247,206 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $102.2M | 7.43% | 763,237 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $63.1M | 4.59% | 27,003 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC | $60.4M | 4.39% | 720,265 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $53.9M | 3.92% | 181,060 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $53.9M | 3.92% | 724,227 | Common | SOLE |
| 706915105 | PENG | PENGUIN SOLUTIONS INC | $48.6M | 3.53% | 1,848,074 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $48.0M | 3.49% | 287,120 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $47.4M | 3.45% | 174,300 | Common | SOLE |
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC | $47.3M | 3.44% | 7,077,196 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $39.5M | 2.87% | 203,865 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $38.7M | 2.82% | 159,365 | Common | SOLE |
| 46571Y107 | IIIV | I3 VERTICALS INC | $30.5M | 2.21% | 938,134 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $28.5M | 2.08% | 140,201 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $24.0M | 1.75% | 32,699 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $21.0M | 1.53% | 147,520 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $16.7M | 1.22% | 89,625 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $14.9M | 1.09% | 46,412 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $14.4M | 1.04% | 2,659 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HOLDINGS INC | $14.2M | 1.03% | 28,861 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $12.9M | 0.94% | 1,206,767 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $4.8M | 0.35% | 56,860 | Common | SOLE |
| 64119N608 | NTSK | NETSKOPE INC | $113,650 | 0.01% | 5,000 | 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.