Investor Details
| Filer Name: | CROSSLINK CAPITAL INC |
|---|---|
| CIK: | 1104329 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 19 |
| Portfolio Value: | $0.72B |
Crosslink Capital Inc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| WEAV | US | WEAVE COMMUNICATIONS INC | 7,057,813 | $112M | 15.63% | -26.8% | - |
| NTNX | US | NUTANIX INC - A | 1,096,583 | $67M | 9.33% | -5.9% | - |
| CLBT | US | CELLEBRITE DI LTD | 3,022,190 | $67M | 9.26% | -13.3% | - |
| PENG | US | PENGUIN SOLUTIONS INC | 3,133,050 | $60M | 8.36% | 24.6% | - |
| LRCX | US | LAM RESEARCH CORP | 724,830 | $52M | 7.28% | 100.0% | - |
| MELI | US | MERCADOLIBRE INC | 27,274 | $46M | 6.45% | 13.6% | - |
| DASH | US | DOORDASH INC - A | 270,005 | $45M | 6.30% | -17.0% | - |
| META | US | META PLATFORMS INC-CLASS A | 70,369 | $41M | 5.73% | -4.8% | - |
| DUOL | US | DUOLINGO | 117,082 | $38M | 5.28% | -37.3% | - |
| PANW | US | PALO ALTO NETWORKS INC | 208,263 | $38M | 5.27% | 83.0% | - |
| CRWD | US | CROWDSTRIKE HOLDINGS INC - A | 98,506 | $34M | 4.69% | -35.6% | - |
| IIIV | US | I3 VERTICALS INC-CLASS A | 1,081,581 | $25M | 3.47% | -12.1% | - |
| MU | US | MICRON TECHNOLOGY INC | 242,760 | $20M | 2.84% | 11.3% | - |
| JAMF | US | JAMF HOLDING CORP | 1,200,961 | $17M | 2.35% | 51.9% | - |
| APPF | US | APPFOLIO INC - A | 61,534 | $15M | 2.11% | 100.0% | - |
| BKNG | US | BOOKING HOLDINGS INC | 2,961 | $15M | 2.05% | -46.0% | - |
| EEFT | US | EURONET WORLDWIDE INC | 129,706 | $13M | 1.86% | -3.1% | - |
| MNDY | US | MONDAY.COM LTD | 26,620 | $6M | 0.87% | 100.0% | - |
| SQ | US | BLOCK INC | 73,905 | $6M | 0.87% | 100.0% | - |