Crosslink Capital Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Crosslink Capital Inc. reported 22 stock positions worth $1.4 billion. Its top holding was Chime Financial Class A (CHYM) at 39.6% of the portfolio, followed by Lam Research (LRCX, 13.8%) and Micron Technology (MU, 11.6%). Compared with Q1 2026, it opened 4 new positions, sold out of 3, added to 6 and reduced 11. The biggest buy was Netskope Class A (NTSK, shares +4357%) and the biggest sale Alphabet Class A (GOOGL, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001104329
- Portfolio Value
- $1.4B (Q2 2026)
- SEC Filing
- 0001104329-26-000015 ↗ filed Aug 14, 2026
Holdings Value
Holdings 22 stocks · $1.4B
| CHYM Chime Financial Inc. Class A | 39.61% | 26,185,368 | $536.3M | No change |
| LRCX Lam Research Corp. | 13.80% | 431,266 | $186.9M | Reduce -11.8% |
| MU Micron Technology Inc. | 11.61% | 136,205 | $157.2M | Reduce -18.7% |
| GOOGL Alphabet Inc. Class A | 3.81% | 144,250 | $51.6M | Reduce -31.1% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 3.34% | 3,383,667 | $45.2M | Add +9.8% |
| NTSK Netskope Inc. Class A | 2.70% | 3,345,759 | $36.6M | Add +4357.4% |
| DDOG Datadog Inc. Class A | 2.55% | 132,455 | $34.5M | Reduce -39.6% |
| PANW Palo Alto Networks Inc. | 2.42% | 96,234 | $32.8M | Reduce -1.5% |
| CRM Salesforce Inc. | 2.29% | 2,347,970 | $31.0M | Add +1626.0% |
| NTNX Nutanix Inc. Class A | 2.23% | 593,076 | $30.2M | Reduce -10.8% |
| CBRS Cerebras Systems Inc. Class A | 2.13% | 130,445 | $28.8M | New |
| WEAV Weave Communications Inc. | 1.89% | 4,272,209 | $25.6M | Add +0.6% |
| IIIV I3 Verticals Inc. Class A | 1.76% | 1,117,986 | $23.9M | Add +15.7% |
| MELI MercadoLibre Inc. | 1.60% | 12,758 | $21.7M | Reduce -7.9% |
| DASH DoorDash Inc. Class A | 1.34% | 98,122 | $18.1M | Reduce -41.9% |
| NVDA Nvidia Corp. | 1.24% | 83,760 | $16.8M | Reduce -33.6% |
| ZS Zscaler Inc. | 1.13% | 108,584 | $15.3M | New |
| APPF Appfolio Inc. Class A | 1.11% | 93,340 | $15.0M | Add +30.6% |
| CRDO Credo Technology Group Holdi | 1.05% | 52,450 | $14.3M | New |
| COHR Coherent Corp. | 1.02% | 35,100 | $13.8M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.80% | 14,205 | $10.8M | Reduce -37.5% |
| VEEV Veeva Systems Inc. Class A | 0.55% | 42,330 | $7.5M | Reduce -48.3% |
Portfolio Sells Q1 2026 → Q2 2026
| GOOGL Alphabet Inc. Class A | Reduce -31.1% | 3.81% | −2.09 |
| DASH DoorDash Inc. Class A | Reduce -41.9% | 1.34% | −1.15 |
| FIG Figma Inc. Class A | Sold out | 0.00% | −1.07 |
| NVDA Nvidia Corp. | Reduce -33.6% | 1.24% | −0.91 |
| VEEV Veeva Systems Inc. Class A | Reduce -48.3% | 0.55% | −0.85 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.76 |
| MELI MercadoLibre Inc. | Reduce -7.9% | 1.60% | −0.74 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.69 |
| NTNX Nutanix Inc. Class A | Reduce -10.8% | 2.23% | −0.24 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -37.5% | 0.80% | −0.07 |
| DDOG Datadog Inc. Class A | Reduce -39.6% | 2.55% | +0.01 |
| PANW Palo Alto Networks Inc. | Reduce -1.5% | 2.42% | +0.89 |
| LRCX Lam Research Corp. | Reduce -11.8% | 13.80% | +3.58 |
| MU Micron Technology Inc. | Reduce -18.7% | 11.61% | +6.07 |
Portfolio Buys Q1 2026 → Q2 2026
| NTSK Netskope Inc. Class A | Add +4357.4% | 2.70% | +2.64 |
| CBRS Cerebras Systems Inc. Class A | New | 2.13% | +2.13 |
| ZS Zscaler Inc. | New | 1.13% | +1.13 |
| CRDO Credo Technology Group Holdi | New | 1.05% | +1.05 |
| COHR Coherent Corp. | New | 1.02% | +1.02 |
| APPF Appfolio Inc. Class A | Add +30.6% | 1.11% | +0.00 |
| WEAV Weave Communications Inc. | Add +0.6% | 1.89% | −0.03 |
| CRM Salesforce Inc. | Add +1626.0% | 2.29% | −0.20 |
| IIIV I3 Verticals Inc. Class A | Add +15.7% | 1.76% | −0.35 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +9.8% | 3.34% | −1.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 22 | $1.4B | CHYM, LRCX, MU, GOOGL, NU |
| Q1 2026 | 21 | $1.0B | CHYM, LRCX, GOOGL, MU, NU |
| Q4 2025 | 20 | $1.3B | CHYM, LRCX, GOOGL, MELI, MU |
| Q3 2025 | 23 | $1.4B | CHYM, LRCX, MELI, P, VEEV |
| Q2 2025 | 21 | $1.8B | CHYM, LRCX, PENG, MELI, NTNX |
| Q1 2025 | 18 | $643.0M | WEAV, NTNX, PENG, MELI, LRCX |
| Q4 2024 | 19 | $718.9M | WEAV, NTNX, CLBT, PENG, LRCX |
| Q3 2024 | 19 | $744.7M | WEAV, NTNX, CLBT, PENG, DUOL |
| Q2 2024 | 19 | $716.2M | WEAV, NTNX, LRCX, PENG, PANW |
| Q1 2024 | 18 | $702.1M | WEAV, META, NTNX, LRCX, PANW |