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CROSSLINK CAPITAL INC

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13F filer, CIK 1104329, MENLO PARK, CA

CROSSLINK CAPITAL INC reported $1,291,066,737 across 20 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 85.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104329-26-000002

Period
2025-12-31
Reported value
$1.29B
Holdings
20
Top 10 weight
85.78%
New
2
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NUnew+1,656,595$27.7M
GOOGLadded+34,335$10.7M
MRVLadded+84,590$7.19M
APPFnew+25,025$5.82M
BKNGadded+1,055$5.65M

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
CHYMreduced-2,031,865-$51.1M
MUreduced-121,995-$34.8M
LRCXreduced-190,530-$32.6M
WEAVreduced-3,441,280-$26.1M
METAexited-32,699-$24M

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, Q4 2025

Share positions as resolved from 13F-HR 0001104329-26-000002, largest first. % of portfolio is the value over $1,291,066,737, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CHYMCHIME FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,247,210 shares; 2025Q3: 29,247,206 shares; 2025Q4: 27,215,341 shares 27,215,341$685M53.06%-2,031,865Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 724,830 shares; 2025Q1: 691,840 shares; 2025Q2: 815,840 shares; 2025Q3: 763,237 shares; 2025Q4: 572,707 shares 572,707$98M7.59%-190,530Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,365 shares; 2025Q4: 193,700 shares 193,700$60.6M4.7%+34,335Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,008 shares; 2024Q4: 27,274 shares; 2025Q1: 27,269 shares; 2025Q2: 24,926 shares; 2025Q3: 27,003 shares; 2025Q4: 27,969 shares 27,969$56.3M4.36%+966Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,040 shares; 2024Q4: 242,760 shares; 2025Q1: 427,245 shares; 2025Q2: 366,815 shares; 2025Q3: 287,120 shares; 2025Q4: 165,125 shares 165,125$47.1M3.65%-121,995Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165,900 shares; 2024Q4: 1,096,583 shares; 2025Q1: 1,003,767 shares; 2025Q2: 836,802 shares; 2025Q3: 724,227 shares; 2025Q4: 751,246 shares 751,246$38.8M3.01%+27,019Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,180 shares; 2024Q4: 270,005 shares; 2025Q1: 223,025 shares; 2025Q2: 208,230 shares; 2025Q3: 174,300 shares; 2025Q4: 145,817 shares 145,817$33M2.56%-28,483Timeline
PEVERPURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453,130 shares; 2025Q3: 720,265 shares; 2025Q4: 482,845 shares 482,845$32.4M2.51%-237,420Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,900 shares; 2025Q2: 167,110 shares; 2025Q3: 181,060 shares; 2025Q4: 127,255 shares 127,255$28.4M2.2%-53,805Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,656,595 shares 1,656,595$27.7M2.15%newTimeline
WEAVWEAVE COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,643,777 shares; 2024Q4: 7,057,813 shares; 2025Q1: 7,057,813 shares; 2025Q2: 7,077,196 shares; 2025Q3: 7,077,196 shares; 2025Q4: 3,635,916 shares 3,635,916$27.6M2.14%-3,441,280Timeline
PENGPENGUIN SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,848,074 shares; 2025Q4: 1,312,330 shares 1,312,330$25.7M1.99%-535,744Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,809 shares; 2024Q4: 208,263 shares; 2025Q1: 138,611 shares; 2025Q2: 140,121 shares; 2025Q3: 140,201 shares; 2025Q4: 130,778 shares 130,778$24.1M1.87%-9,423Timeline
IIIVI3 VERTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230,401 shares; 2024Q4: 1,081,581 shares; 2025Q1: 1,242,600 shares; 2025Q2: 1,252,430 shares; 2025Q3: 938,134 shares; 2025Q4: 951,216 shares 951,216$24M1.86%+13,082Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,620 shares; 2025Q1: 44,485 shares; 2025Q2: 60,215 shares; 2025Q3: 203,865 shares; 2025Q4: 162,225 shares 162,225$23.9M1.85%-41,640Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 2,961 shares; 2025Q1: 3,318 shares; 2025Q2: 3,393 shares; 2025Q3: 2,659 shares; 2025Q4: 3,714 shares 3,714$19.9M1.54%+1,055Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,885 shares; 2025Q2: 146,480 shares; 2025Q3: 147,520 shares; 2025Q4: 92,175 shares 92,175$12.5M0.97%-55,345Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,860 shares; 2025Q4: 141,450 shares 141,450$12M0.93%+84,590Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,026 shares; 2024Q4: 98,506 shares; 2025Q1: 54,806 shares; 2025Q2: 39,116 shares; 2025Q3: 28,861 shares; 2025Q4: 17,185 shares 17,185$8.06M0.62%-11,676Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,534 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,025 shares 25,025$5.82M0.45%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
METAMETA PLATFORMS INC32,699$24Mshares
NVDANVIDIA CORPORATION89,625$16.7Mshares
DUOLDUOLINGO INC46,412$14.9Mshares
JAMFJAMF HOLDING CORP1,206,767$12.9Mshares
NTSKNETSKOPE INC5,000$114Kshares

How Q4 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 0001104329-26-000002 base2026-02-17acceptance time not in the bulk data set