Q4 2025 · 13F-HR
CROSSLINK CAPITAL INCholdings as filed
Filed 2026-02-17 · accession 0001104329-26-000002
$1.29B
Reported value
20
Positions
2025-12-31
Period end
The Brief · CROSSLINK CAPITAL INC · Q4 2025
AI · grounded in 13F
CROSSLINK CAPITAL INC closed its position in META for a reduction of $24.01M. The fund established a new position in NU HLDGS LTD valued at $27.73M and added a new stake in AppFolio Inc for $5.82M. Other notable activity includes closing its position in NVDA for $16.72M and increasing its share count in MRVL by 148.77%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 16935C109 | CHYM | CHIME FINL INC | $685.0M | 53.1% | 27,215,341 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $98.0M | 7.59% | 572,707 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $60.6M | 4.70% | 193,700 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $56.3M | 4.36% | 27,969 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $47.1M | 3.65% | 165,125 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $38.8M | 3.01% | 751,246 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $33.0M | 2.56% | 145,817 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC | $32.4M | 2.51% | 482,845 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $28.4M | 2.20% | 127,255 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $27.7M | 2.15% | 1,656,595 | Common | SOLE |
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC | $27.6M | 2.14% | 3,635,916 | Common | SOLE |
| 706915105 | PENG | PENGUIN SOLUTIONS INC | $25.7M | 1.99% | 1,312,330 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $24.1M | 1.87% | 130,778 | Common | SOLE |
| 46571Y107 | IIIV | I3 VERTICALS INC | $24.0M | 1.86% | 951,216 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $23.9M | 1.85% | 162,225 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $19.9M | 1.54% | 3,714 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $12.5M | 0.97% | 92,175 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $12.0M | 0.93% | 141,450 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HOLDINGS INC | $8.1M | 0.62% | 17,185 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $5.8M | 0.45% | 25,025 | 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.