Institutional
CROSSLINK CAPITAL INC
CIK 0001104329
$1.02B
Reported AUM
21
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CHYM | CHIME FINL INC | $17.24 | -1.37% | -49.76% | -49.20% | $490.5M | 48.00% | −1,029,973 | −3.8% |
| 2 | LRCX | LAM RESEARCH CORP | $303.28 | -9.85% | 253.80% | 400.87% | $104.5M | 10.23% | −83,698 | −14.6% |
| 3 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $60.2M | 5.89% | +15,750 | +8.1% |
| 4 | MU | MICRON TECHNOLOGY INC | $864.01 | -13.25% | 697.79% | 1041.92% | $56.6M | 5.54% | +2,405 | +1.5% |
| 5 | NU | NU HLDGS LTD | $11.97 | -1.24% | -1.48% | 61.32% | $44.3M | 4.33% | +1,425,805 | +86.1% |
| 6 | DDOG | DATADOG INC | $234.11 | -3.90% | 91.64% | 111.48% | $25.9M | 2.53% | +127,090 | +137.9% |
| 7 | CRM | SALESFORCE INC | $185.66 | -1.64% | -31.86% | -22.13% | $25.4M | 2.49% | +136,035 | NEW |
| 8 | DASH | DOORDASH INC | $156.80 | -2.04% | -28.22% | -10.03% | $25.4M | 2.48% | +23,175 | +15.9% |
| 9 | NTNX | NUTANIX INC | $52.99 | -1.21% | -30.44% | 48.92% | $25.3M | 2.47% | −86,335 | −11.5% |
| 10 | MELI | MERCADOLIBRE INC | $1607.80 | -1.65% | -35.23% | 2.49% | $23.9M | 2.34% | −14,121 | −50.5% |
| 11 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $22.0M | 2.15% | +126,100 | NEW |
| 12 | IIIV | I3 VERTICALS INC | $19.68 | -0.91% | -20.74% | -38.35% | $21.6M | 2.11% | +14,785 | +1.6% |
| 13 | WEAV | WEAVE COMMUNICATIONS INC | $5.65 | -0.70% | -42.58% | -62.52% | $19.6M | 1.92% | +610,942 | +16.8% |
| 14 | PANW | PALO ALTO NETWORKS INC | $272.05 | -2.58% | 36.30% | 309.05% | $15.7M | 1.53% | −33,089 | −25.3% |
| 15 | VEEV | VEEVA SYS INC | $172.61 | -3.35% | -39.51% | -48.12% | $14.4M | 1.41% | −45,395 | −35.7% |
| 16 | APPF | APPFOLIO INC | $166.94 | 2.01% | -23.16% | 17.90% | $11.3M | 1.10% | +46,465 | +185.7% |
| 17 | FIG | FIGMA INC | $21.75 | -3.38% | -82.17% | -69.05% | $10.9M | 1.07% | +517,380 | NEW |
| 18 | CRWD | CROWDSTRIKE HOLDINGS INC | $671.02 | -6.68% | 43.25% | 164.59% | $8.9M | 0.87% | +5,530 | +32.2% |
| 19 | P | EVERPURE INC | $72.17 | -8.08% | 30.53% | 269.72% | $7.8M | 0.76% | −350,685 | −72.6% |
| 20 | NOW | SERVICENOW INC | $112.45 | -5.79% | -45.42% | -4.36% | $7.1M | 0.69% | +67,720 | NEW |
| 21 | NTSK | NETSKOPE INC | $9.64 | -3.94% | -60.99% | -59.24% | $637K | 0.06% | +75,060 | NEW |
| 22 | PENG | PENGUIN SOLUTIONS INC | $63.13 | 5.47% | 206.19% | 155.59% | — | — | −1,312,330 | EXITED |
| 23 | MNDY | MONDAY COM LTD | $85.74 | -1.80% | -71.92% | -61.25% | — | — | −162,225 | EXITED |
| 24 | BKNG | BOOKING HOLDINGS INC | $165.84 | -0.99% | -25.40% | 94.38% | — | — | −3,714 | EXITED |
| 25 | MRVL | MARVELL TECHNOLOGY INC | $263.47 | -16.74% | 286.51% | 343.94% | — | — | −141,450 | EXITED |
Source: SEC EDGAR · accession 0001104329-26-000008. 13F discloses long positions only — shorts, foreign equities, and options are excluded.