Q1 2025 · 13F-HR
CROSSLINK CAPITAL INCholdings as filed
Filed 2025-05-15 · accession 0001415889-25-013108
$643.0M
Reported value
18
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC | $78.3M | 12.2% | 7,057,813 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $70.1M | 10.9% | 1,003,767 | Common | SOLE |
| G8232Y101 | — | PENGUIN SOLUTIONS INC | $59.8M | 9.30% | 3,444,290 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $53.2M | 8.27% | 27,269 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $50.3M | 7.82% | 691,840 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $43.3M | 6.74% | 2,229,239 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $40.8M | 6.34% | 223,025 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $37.5M | 5.83% | 65,069 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $37.1M | 5.77% | 427,245 | Common | SOLE |
| 46571Y107 | IIIV | I3 VERTICALS INC | $30.7M | 4.77% | 1,242,600 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $28.1M | 4.37% | 90,567 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $23.7M | 3.68% | 138,611 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $23.1M | 3.60% | 99,900 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HOLDINGS INC | $19.3M | 3.01% | 54,806 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $15.3M | 2.38% | 3,318 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $14.0M | 2.18% | 1,152,302 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $10.8M | 1.68% | 44,485 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $7.6M | 1.19% | 76,885 | 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.