Q2 2025 · 13F-HR
CROSSLINK CAPITAL INCholdings as filed
Filed 2025-08-14 · accession 0001415889-25-021846
$1.76B
Reported value
21
Positions
2025-06-30
Period end
The Brief · CROSSLINK CAPITAL INC · Q2 2025
AI · grounded in 13F
CROSSLINK CAPITAL INC established a new position in CHYM valued at $1.01B. The fund also initiated new stakes in LRCX for $79.4M and PENGUIN SOLUTIONS INC for $70.9M. Additional new positions include MELI at $65.1M and NTNX at $64M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 16935C109 | CHYM | CHIME FINL INC | $1.01B | 57.5% | 29,247,210 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $79.4M | 4.52% | 815,840 | Common | SOLE |
| G8232Y101 | — | PENGUIN SOLUTIONS INC | $70.9M | 4.04% | 3,580,777 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $65.1M | 3.71% | 24,926 | Common | SOLE |
| 67059N108 | NTNX | NUTANIX INC | $64.0M | 3.64% | 836,802 | Common | SOLE |
| 94724R108 | WEAV | WEAVE COMMUNICATIONS INC | $58.9M | 3.35% | 7,077,196 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $51.3M | 2.92% | 208,230 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $48.1M | 2.74% | 167,110 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $45.2M | 2.57% | 366,815 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $41.2M | 2.34% | 55,779 | Common | SOLE |
| 46571Y107 | IIIV | I3 VERTICALS INC | $34.4M | 1.96% | 1,252,430 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $28.7M | 1.63% | 140,121 | Common | SOLE |
| 74624M102 | P | PURE STORAGE INC | $26.1M | 1.49% | 453,130 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $22.0M | 1.25% | 53,642 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HOLDINGS INC | $19.9M | 1.13% | 39,116 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $19.7M | 1.12% | 146,480 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $19.6M | 1.12% | 3,393 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $18.9M | 1.08% | 60,215 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $11.3M | 0.64% | 1,189,382 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $11.1M | 0.63% | 696,744 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $10.7M | 0.61% | 67,725 | 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.