CROSSLINK CAPITAL INC
13F Reported Value
ⓘ$1.4B
Holdings
22
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CROSSLINK CAPITAL INC disclosed 22 positions worth $1.4B in its Form 13F-HR for Q2 2026, led by $CHYM (Chime Financial, Inc.) at 39.6% of the equity portfolio, followed by $LRCX and $MU. During the quarter the fund opened 4 new positions and exited 3 — including a new stake in $CBRS and a full exit from $FIG. The portfolio is most concentrated in Financials (43.0% of disclosed assets). All figures are sourced directly from CROSSLINK CAPITAL INC’s Form 13F-HR filing with the SEC under CIK 1104329.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 53.5#1,384
Quality
$536.3M26,185,368 sh - 79.4#38
Quality
$186.9M431,266 sh - 86.2#4
Quality
$157.2M136,205 sh - 78.2
Quality
$51.6M144,250 sh - —
Quality
$45.2M3,383,667 sh - 34.7
Quality
$36.6M3,345,759 sh - 71.4
Quality
$34.5M132,455 sh - 65.5
Quality
$32.8M96,234 sh - 77.0
Quality
$31.0M2,347,970 sh - 70.2
Quality
$30.2M593,076 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Chime Financial, Inc.$CHYM | 53.5#1,384 | $536.3M | 26,185,368 |
 LAM RESEARCH CORP$LRCX | 79.4#38 | $186.9M | 431,266 |
 MICRON TECHNOLOGY INC$MU | 86.2#4 | $157.2M | 136,205 |
 Alphabet Inc.$GOOG | 78.2 | $51.6M | 144,250 |
 Nu Holdings Ltd.$NU | — | $45.2M | 3,383,667 |
 Netskope Inc$NTSK | 34.7 | $36.6M | 3,345,759 |
 Datadog, Inc.$DDOG | 71.4 | $34.5M | 132,455 |
 Palo Alto Networks Inc$PANW | 65.5 | $32.8M | 96,234 |
 Salesforce, Inc.$CRM | 77.0 | $31.0M | 2,347,970 |
 Nutanix, Inc.$NTNX | 70.2 | $30.2M | 593,076 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CROSSLINK CAPITAL INC's 22 positions.
Showing top 10 of 22 holdings.
Sector Allocation
Financials
$581.5M
Technology
$545.7M
Industrials
$205.0M
Consumer Discretionary
$21.7M
Full Holdings — CROSSLINK CAPITAL INC (Q2 2026)
All 22 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CHYM | Chime Financial, Inc. | $536.3M | 39.6% | +0% | 53.5 |
| 2 | $LRCX | LAM RESEARCH CORP | $186.9M | 13.8% | -12% | 79.4 |
| 3 | $MU | MICRON TECHNOLOGY INC | $157.2M | 11.6% | -19% | 86.2 |
| 4 | $GOOG | Alphabet Inc. | $51.6M | 3.8% | -31% | 78.2 |
| 5 | $NU | Nu Holdings Ltd. | $45.2M | 3.3% | +10% | — |
| 6 | $NTSK | Netskope Inc | $36.6M | 2.7% | +4357% | 34.7 |
| 7 | $DDOG | Datadog, Inc. | $34.5M | 2.5% | -40% | 71.4 |
| 8 | $PANW | Palo Alto Networks Inc | $32.8M | 2.4% | -1% | 65.5 |
| 9 | $CRM | Salesforce, Inc. | $31.0M | 2.3% | +1626% | 77 |
| 10 | $NTNX | Nutanix, Inc. | $30.2M | 2.2% | -11% | 70.2 |
| 11 |  $CBRS | Cerebras Systems Inc. | $28.8M | 2.1% | NEW | — |
| 12 |  $WEAV | Weave Communications, Inc. | $25.6M | 1.9% | +1% | 43.2 |
| 13 |  $IIIV | i3 Verticals, Inc. | $23.9M | 1.8% | +16% | 44 |
| 14 |  $MELI | MERCADOLIBRE INC | $21.7M | 1.6% | -8% | 80.2 |
| 15 |  $DASH | DoorDash, Inc. | $18.1M | 1.3% | -42% | 71 |
| 16 |  $NVDA | NVIDIA CORP | $16.8M | 1.2% | -34% | 85.9 |
| 17 |  $ZS | Zscaler, Inc. | $15.3M | 1.1% | NEW | 63.7 |
| 18 |  $APPF | APPFOLIO INC | $15.0M | 1.1% | +31% | 71.6 |
| 19 |  $CRDO | Credo Technology Group Holding Ltd | $14.3M | 1.1% | NEW | 55.1 |
| 20 |  $COHR | COHERENT CORP. | $13.8M | 1.0% | NEW | 58.5 |
| 21 |  $CRWD | CrowdStrike Holdings, Inc. | $10.8M | 0.8% | -37% | 67.7 |
| 22 |  $VEEV | VEEVA SYSTEMS INC | $7.5M | 0.6% | -48% | 77.6 |
New Positions (4)
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