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CROSSLINK CAPITAL INC

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13F filer, CIK 1104329, MENLO PARK, CA

CROSSLINK CAPITAL INC reported $642,995,824 across 18 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 77.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001415889-25-013108

Period
2025-03-31
Reported value
$643M
Holdings
18
Top 10 weight
77.92%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEEVnew+99,900$23.1M
MUadded+184,485$16M
DDOGnew+76,885$7.63M
SMART GLOBAL HLDGS INCadded+311,240$5.41M
MNDYadded+17,865$4.34M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CRWDreduced-43,700-$15.4M
CLBTreduced-792,951-$15.4M
APPFexited-61,534-$15.2M
EEFTexited-129,706-$13.3M
PANWreduced-69,652-$11.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001415889-25-013108, largest first. % of portfolio is the value over $642,995,824, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WEAVWEAVE COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,643,777 shares; 2024Q4: 7,057,813 shares; 2025Q1: 7,057,813 shares 7,057,813$78.3M12.17%0Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165,900 shares; 2024Q4: 1,096,583 shares; 2025Q1: 1,003,767 shares 1,003,767$70.1M10.9%-92,816Timeline
SMART GLOBAL HLDGS INCSMART GLOBAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514,806 shares; 2024Q4: 3,133,050 shares; 2025Q1: 3,444,290 shares 3,444,290$59.8M9.3%+311,240
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,008 shares; 2024Q4: 27,274 shares; 2025Q1: 27,269 shares 27,269$53.2M8.27%-5Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 724,830 shares; 2025Q1: 691,840 shares 691,840$50.3M7.82%-32,990Timeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,486,945 shares; 2024Q4: 3,022,190 shares; 2025Q1: 2,229,239 shares 2,229,239$43.3M6.74%-792,951Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,180 shares; 2024Q4: 270,005 shares; 2025Q1: 223,025 shares 223,025$40.8M6.34%-46,980Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,935 shares; 2024Q4: 70,369 shares; 2025Q1: 65,069 shares 65,069$37.5M5.83%-5,300Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,040 shares; 2024Q4: 242,760 shares; 2025Q1: 427,245 shares 427,245$37.1M5.77%+184,485Timeline
IIIVI3 VERTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230,401 shares; 2024Q4: 1,081,581 shares; 2025Q1: 1,242,600 shares 1,242,600$30.7M4.77%+161,019Timeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,635 shares; 2024Q4: 117,082 shares; 2025Q1: 90,567 shares 90,567$28.1M4.37%-26,515Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,809 shares; 2024Q4: 208,263 shares; 2025Q1: 138,611 shares 138,611$23.7M3.68%-69,652Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,900 shares 99,900$23.1M3.6%newTimeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,026 shares; 2024Q4: 98,506 shares; 2025Q1: 54,806 shares 54,806$19.3M3.01%-43,700Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 2,961 shares; 2025Q1: 3,318 shares 3,318$15.3M2.38%+357Timeline
JAMFJAMF HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790,647 shares; 2024Q4: 1,200,961 shares; 2025Q1: 1,152,302 shares 1,152,302$14M2.18%-48,659Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,620 shares; 2025Q1: 44,485 shares 44,485$10.8M1.68%+17,865Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,885 shares 76,885$7.63M1.19%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
APPFAPPFOLIO INC61,534$15.2Mshares
EEFTEURONET WORLDWIDE INC129,706$13.3Mshares
XYZBLOCK INC73,905$6.28Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001415889-25-013108 base2025-05-15acceptance time not in the bulk data set