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CROSSLINK CAPITAL INC

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13F filer, CIK 1104329, MENLO PARK, CA

CROSSLINK CAPITAL INC reported $1,353,840,537 across 22 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 84.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104329-26-000015

Period
2026-06-30
Reported value
$1.35B
Holdings
22
Top 10 weight
84.37%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NTSKadded+3,270,699$35.8M
CRMadded+2,211,935$29.2M
CBRSnew+130,445$28.8M
ZSnew+108,584$15.3M
CRDOnew+52,450$14.3M

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
MUreduced-31,325-$36.2M
LRCXreduced-57,743-$25M
GOOGLreduced-65,200-$23.3M
DDOGreduced-86,810-$22.6M
DASHreduced-70,870-$13.1M

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, Q2 2026

Share positions as resolved from 13F-HR 0001104329-26-000015, largest first. % of portfolio is the value over $1,353,840,537, 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,247,210 shares; 2025Q3: 29,247,206 shares; 2025Q4: 27,215,341 shares; 2026Q1: 26,185,368 shares; 2026Q2: 26,185,368 shares 26,185,368$536M39.61%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 724,830 shares; 2025Q1: 691,840 shares; 2025Q2: 815,840 shares; 2025Q3: 763,237 shares; 2025Q4: 572,707 shares; 2026Q1: 489,009 shares; 2026Q2: 431,266 shares 431,266$187M13.8%-57,743Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,040 shares; 2024Q4: 242,760 shares; 2025Q1: 427,245 shares; 2025Q2: 366,815 shares; 2025Q3: 287,120 shares; 2025Q4: 165,125 shares; 2026Q1: 167,530 shares; 2026Q2: 136,205 shares 136,205$157M11.61%-31,325Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,365 shares; 2025Q4: 193,700 shares; 2026Q1: 209,450 shares; 2026Q2: 144,250 shares 144,250$51.6M3.81%-65,200Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,656,595 shares; 2026Q1: 3,082,400 shares; 2026Q2: 3,383,667 shares 3,383,667$45.2M3.34%+301,267Timeline
NTSKNETSKOPE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 75,060 shares; 2026Q2: 3,345,759 shares 3,345,759$36.6M2.7%+3,270,699Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,885 shares; 2025Q2: 146,480 shares; 2025Q3: 147,520 shares; 2025Q4: 92,175 shares; 2026Q1: 219,265 shares; 2026Q2: 132,455 shares 132,455$34.5M2.55%-86,810Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,809 shares; 2024Q4: 208,263 shares; 2025Q1: 138,611 shares; 2025Q2: 140,121 shares; 2025Q3: 140,201 shares; 2025Q4: 130,778 shares; 2026Q1: 97,689 shares; 2026Q2: 96,234 shares 96,234$32.8M2.42%-1,455Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,035 shares; 2026Q2: 2,347,970 shares 2,347,970$31M2.29%+2,211,935Timeline
NTNXNUTANIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 664,911 shares; 2026Q2: 593,076 shares 593,076$30.2M2.23%-71,835Timeline
CBRSCEREBRAS SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130,445 shares 130,445$28.8M2.13%newTimeline
WEAVWEAVE COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,246,858 shares; 2026Q2: 4,272,209 shares 4,272,209$25.6M1.89%+25,351Timeline
IIIVI3 VERTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 966,001 shares; 2026Q2: 1,117,986 shares 1,117,986$23.9M1.76%+151,985Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,008 shares; 2024Q4: 27,274 shares; 2025Q1: 27,269 shares; 2025Q2: 24,926 shares; 2025Q3: 27,003 shares; 2025Q4: 27,969 shares; 2026Q1: 13,848 shares; 2026Q2: 12,758 shares 12,758$21.7M1.6%-1,090Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,180 shares; 2024Q4: 270,005 shares; 2025Q1: 223,025 shares; 2025Q2: 208,230 shares; 2025Q3: 174,300 shares; 2025Q4: 145,817 shares; 2026Q1: 168,992 shares; 2026Q2: 98,122 shares 98,122$18.1M1.34%-70,870Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,725 shares; 2025Q3: 89,625 shares; 2025Q4: not reported; 2026Q1: 126,100 shares; 2026Q2: 83,760 shares 83,760$16.8M1.24%-42,340Timeline
ZSZSCALER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108,584 shares 108,584$15.3M1.13%newTimeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61,534 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,025 shares; 2026Q1: 71,490 shares; 2026Q2: 93,340 shares 93,340$15M1.11%+21,850Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,450 shares 52,450$14.3M1.05%newTimeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,100 shares 35,100$13.8M1.02%newTimeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,026 shares; 2024Q4: 98,506 shares; 2025Q1: 54,806 shares; 2025Q2: 39,116 shares; 2025Q3: 28,861 shares; 2025Q4: 17,185 shares; 2026Q1: 22,715 shares; 2026Q2: 14,205 shares 14,205$10.8M0.8%-8,510Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,900 shares; 2025Q2: 167,110 shares; 2025Q3: 181,060 shares; 2025Q4: 127,255 shares; 2026Q1: 81,860 shares; 2026Q2: 42,330 shares 42,330$7.51M0.55%-39,530Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
FIGFIGMA INC517,380$10.9Mshares
PEVERPURE INC132,160$7.8Mshares
NOWSERVICENOW INC67,720$7.08Mshares

How Q2 2026 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 0001104329-26-000015 base2026-08-14acceptance time not in the bulk data set