CROSSLINK CAPITAL INC

MENLO PARK, CA · CIK 1104329 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2000 · corporation

Assets managed$3.9bn
Staff34 · 17 in investment roles
Main clients (by assets)Private funds 100%
Private funds33 (12 hedge) · $3.9bn gross assets
Form ADV · 2026-03-27SEC adviser record

Legal entityCrosslink Capital, Inc. (US)

$1.4bn reported value +32.5% vs Q1 2026

22positions

84.4%in top 10

4 new 6 added 11 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CHIME FINL INC COM SHS CL A CHYM	CHYM	26,185,368	$536.3m39.61%	39.61%	Unchanged
2	LAM RESEARCH CORP COM NEW LRCX	LRCX	431,266	$186.9m13.80%	13.80%	Reduced -57.7k	-57,743 -11.8%
3	MICRON TECHNOLOGY INC COM MU	MU	136,205	$157.2m11.61%	11.61%	Reduced -31.3k	-31,325 -18.7%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	144,250	$51.6m3.81%	3.81%	Reduced -65.2k	-65,200 -31.1%
5	NU HLDGS LTD ORD SHS CL A NU	NU	3,383,667	$45.2m3.34%	3.34%	Added +301.3k	+301,267 9.8%
6	NETSKOPE INC CL A NTSK	NTSK	3,345,759	$36.6m2.70%	2.70%	Added +3.3m	+3,270,699 4357.4%
7	DATADOG INC CL A COM DDOG	DDOG	132,455	$34.5m2.55%	2.55%	Reduced -86.8k	-86,810 -39.6%
8	PALO ALTO NETWORKS INC COM PANW	PANW	96,234	$32.8m2.42%	2.42%	Reduced -1.5k	-1,455 -1.5%
9	SALESFORCE INC COM CRM	CRM	2,347,970	$31.0m2.29%	2.29%	Added +2.2m	+2,211,935 1626.0%
10	NUTANIX INC CL A NTNX	NTNX	593,076	$30.2m2.23%	2.23%	Reduced -71.8k	-71,835 -10.8%
11	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	130,445	$28.8m2.13%	2.13%	New
12	WEAVE COMMUNICATIONS INC COM WEAV	WEAV	4,272,209	$25.6m1.89%	1.89%	Added +25.4k	+25,351 0.6%
13	I3 VERTICALS INC COM CL A IIIV	IIIV	1,117,986	$23.9m1.76%	1.76%	Added +152.0k	+151,985 15.7%
14	MERCADOLIBRE INC COM MELI	MELI	12,758	$21.7m1.60%	1.60%	Reduced -1.1k	-1,090 -7.9%
15	DOORDASH INC CL A DASH	DASH	98,122	$18.1m1.34%	1.34%	Reduced -70.9k	-70,870 -41.9%
16	NVIDIA CORPORATION COM NVDA	NVDA	83,760	$16.8m1.24%	1.24%	Reduced -42.3k	-42,340 -33.6%
17	ZSCALER INC COM ZS	ZS	108,584	$15.3m1.13%	1.13%	New
18	APPFOLIO INC COM CL A APPF	APPF	93,340	$15.0m1.11%	1.11%	Added +21.9k	+21,850 30.6%
19	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	52,450	$14.3m1.05%	1.05%	New
20	COHERENT CORP COM COHR	COHR	35,100	$13.8m1.02%	1.02%	New
21	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	14,205	$10.8m0.80%	0.80%	Reduced -8.5k	-8,510 -37.5%
22	VEEVA SYS INC CL A COM VEEV	VEEV	42,330	$7.5m0.55%	0.55%	Reduced -39.5k	-39,530 -48.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FIGMA INC FIG	FIG	517,380	$10.9m517.4k shares
PURE STORAGE INC P	P	132,160	$7.8m132.2k shares
SERVICENOW INC NOW	NOW	67,720	$7.1m67.7k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
CHIME FINL INC CHYM · 13G · filed 2026-05-15	CHYM	7.5%≈ $538.7m	-1.1 pts	13G	2026-05-15
SUNPOWER INC SPWR · 13G · filed 2026-09-14	SPWR	6.2%≈ $9.8m	new	13G	2026-09-14
SMART GLOBAL HLDGS INC 13G · filed 2025-02-14		5.9%	new	13G	2025-02-14
I3 VERTICALS INC IIIV · 13G · filed 2026-08-14	IIIV	5.7%≈ $23.9m	+1.8 pts	13G	2026-08-14