Q1 2026 · 13F-HR
CROSSLINK CAPITAL INCholdings as filed
Filed 2026-05-15 · accession 0001104329-26-000008
$1.02B
Reported value
21
Positions
2026-03-31
Period end
The Brief · CROSSLINK CAPITAL INC · Q1 2026
AI · grounded in 13F
CROSSLINK CAPITAL INC exited its position in PENG for a reduction of $25.67M. The fund also closed positions in MONDAY COM LTD and BKNG, while establishing new stakes in SALESFORCE INC for $25.39M and NVDA for $21.99M. Additionally, the fund increased its holdings in DDOG by 137.88% and FIG with a new position of $10.94M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 16935C109 | CHYM | CHIME FINL INC | $490.5M | 48.0% | 26,185,368 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $104.5M | 10.2% | 489,009 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $60.2M | 5.89% | 209,450 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $56.6M | 5.54% | 167,530 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $44.3M | 4.33% | 3,082,400 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $25.9M | 2.53% | 219,265 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $25.4M | 2.49% | 136,035 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $25.4M | 2.48% | 168,992 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $25.3M | 2.47% | 664,911 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $23.9M | 2.34% | 13,848 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $22.0M | 2.15% | 126,100 | Common | SOLE |
| 46571Y107 | IIIV | I3 VERTICALS INC | $21.6M | 2.11% | 966,001 | Common | SOLE |
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC | $19.6M | 1.92% | 4,246,858 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $15.7M | 1.53% | 97,689 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $14.4M | 1.41% | 81,860 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $11.3M | 1.10% | 71,490 | Common | SOLE |
| 316841105 | FIG | FIGMA INC | $10.9M | 1.07% | 517,380 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HOLDINGS INC | $8.9M | 0.87% | 22,715 | Common | SOLE |
| 74624M102 | P | EVERPURE INC | $7.8M | 0.76% | 132,160 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $7.1M | 0.69% | 67,720 | Common | SOLE |
| 64119N608 | NTSK | NETSKOPE INC | $637,259 | 0.06% | 75,060 | 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.