# CROSSLINK CAPITAL INC: Form 13F holdings

An institutional investment manager in MENLO PARK, CA. SEC CIK 1104329.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.35bn
- Positions: 22 (23 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1104329/000110432926000015/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CHIME FINL INC (CHYM)](/companies/chym.md) | COM SHS CL A | $536.3m | 39.6% | 26,185,368 |  | Unchanged |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $186.9m | 13.8% | 431,266 |  | Reduced −57,743 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $157.2m | 11.6% | 136,205 |  | Reduced −31,325 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $51.6m | 3.8% | 144,250 |  | Reduced −65,200 |
| NU HLDGS LTD | ORD SHS CL A | $45.2m | 3.3% | 3,383,667 |  | Added +301,267 |
| [NETSKOPE INC (NTSK)](/companies/ntsk.md) | CL A | $36.6m | 2.7% | 3,345,759 |  | Added +3,270,699 |
| [DATADOG INC (DDOG)](/companies/ddog.md) | CL A COM | $34.5m | 2.5% | 132,455 |  | Reduced −86,810 |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | COM | $32.8m | 2.4% | 96,234 |  | Reduced −1,455 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $31.0m | 2.3% | 2,347,970 |  | Added +2,211,935 |
| [NUTANIX INC (NTNX)](/companies/ntnx.md) | CL A | $30.2m | 2.2% | 593,076 |  | Reduced −71,835 |
| [CEREBRAS SYSTEMS INC (CBRS)](/companies/cbrs.md) | COM CL A | $28.8m | 2.1% | 130,445 |  | New +130,445 |
| [WEAVE COMMUNICATIONS INC (WEAV)](/companies/weav.md) | COM | $25.6m | 1.9% | 4,272,209 |  | Added +25,351 |
| [I3 VERTICALS INC (IIIV)](/companies/iiiv.md) | COM CL A | $23.9m | 1.8% | 1,117,986 |  | Added +151,985 |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $21.7m | 1.6% | 12,758 |  | Reduced −1,090 |
| [DOORDASH INC (DASH)](/companies/dash.md) | CL A | $18.1m | 1.3% | 98,122 |  | Reduced −70,870 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $16.8m | 1.2% | 83,760 |  | Reduced −42,340 |
| [ZSCALER INC (ZS)](/companies/zs.md) | COM | $15.3m | 1.1% | 108,584 |  | New +108,584 |
| [APPFOLIO INC (APPF)](/companies/appf.md) | COM CL A | $15.0m | 1.1% | 93,340 |  | Added +21,850 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $14.3m | 1.1% | 52,450 |  | New +52,450 |
| [COHERENT CORP (COHR)](/companies/cohr.md) | COM | $13.8m | 1.0% | 35,100 |  | New +35,100 |
| [CROWDSTRIKE HOLDINGS INC (CRWD)](/companies/crwd.md) | CL A | $10.8m | 0.8% | 14,205 |  | Reduced −8,510 |
| [VEEVA SYS INC (VEEV)](/companies/veev.md) | CL A COM | $7.5m | 0.6% | 42,330 |  | Reduced −39,530 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [EVERPURE INC (P)](/companies/p.md) | CL A | $0 | 0.0% | 0 |  | Sold out −132,160 |
| [FIGMA INC (FIG)](/companies/fig.md) | CLASS A COM STK | $0 | 0.0% | 0 |  | Sold out −517,380 |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $0 | 0.0% | 0 |  | Sold out −67,720 |

Source: SEC EDGAR, Form 13F-HR, accession 0001104329-26-000015. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.