Crosslink Capital Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Crosslink Capital Inc. reported 18 stock positions worth $702.1 million. Its top holding was Weave Communications (WEAV) at 15.7% of the portfolio, followed by Meta Platforms Class A (META, 9.4%) and Nutanix Class A (NTNX, 9.0%). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 6 and reduced 10. The biggest buy was Meta Platforms Class A (META, shares +3%) and the biggest sale Palo Alto Networks (PANW, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001104329
- Portfolio Value
- $702.1M (Q1 2024)
- SEC Filing
- 0000935836-24-000397 ↗ filed May 15, 2024
Holdings Value
Holdings 18 stocks · $702.1M
| WEAV Weave Communications Inc. | 15.73% | 9,619,421 | $110.4M | No change |
| META Meta Platforms Inc. Class A | 9.39% | 135,835 | $66.0M | Add +2.7% |
| NTNX Nutanix Inc. Class A | 8.99% | 1,022,864 | $63.1M | Reduce -4.2% |
| LRCX Lam Research Corp. | 7.61% | 54,960 | $53.4M | Reduce -24.2% |
| PANW Palo Alto Networks Inc. | 6.62% | 163,660 | $46.5M | Reduce -21.7% |
| DASH DoorDash Inc. Class A | 6.59% | 335,880 | $46.3M | Reduce -18.1% |
| CRM Salesforce Inc. | 6.47% | 150,860 | $45.4M | Reduce -27.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 5.74% | 125,651 | $40.3M | Reduce -24.2% |
| CLBT Cellebrite Di Ltd. | 5.67% | 3,595,057 | $39.8M | Add +10.9% |
| PENG Penguin Solutions Inc. filed as SMART GLOBAL HLDGS INC | 4.72% | 1,259,397 | $33.1M | Add +15.7% |
| MELI MercadoLibre Inc. | 4.61% | 21,422 | $32.4M | Add +77.7% |
| IIIV I3 Verticals Inc. Class A | 4.24% | 1,299,691 | $29.7M | Add +0.8% |
| BKNG Booking Holdings Inc. | 4.23% | 8,186 | $29.7M | Reduce -8.6% |
| EEFT Euronet Worldwide Inc. | 3.18% | 203,075 | $22.3M | Reduce -31.0% |
| EQIX Equinix Inc. | 2.24% | 19,042 | $15.7M | Add +7.8% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 1.94% | 742,968 | $13.6M | Reduce -34.5% |
| TXN Texas Instruments Inc. | 1.57% | 63,105 | $11.0M | Reduce -18.5% |
| GTM Zoominfo Technologies Inc. | 0.46% | 202,525 | $3.2M | New |
Portfolio Sells Q4 2023 → Q1 2024
| PANW Palo Alto Networks Inc. | Reduce -21.7% | 6.62% | −2.53 |
| CRM Salesforce Inc. | Reduce -27.6% | 6.47% | −1.67 |
| EEFT Euronet Worldwide Inc. | Reduce -31.0% | 3.18% | −1.25 |
| JAMF Jamf Holding Corp. | Reduce -34.5% | 1.94% | −1.10 |
| LRCX Lam Research Corp. | Reduce -24.2% | 7.61% | −0.83 |
| AYX Alteryx Inc. Class A | Sold out | 0.00% | −0.72 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -24.2% | 5.74% | −0.55 |
| BKNG Booking Holdings Inc. | Reduce -8.6% | 4.23% | −0.49 |
| TXN Texas Instruments Inc. | Reduce -18.5% | 1.57% | −0.39 |
| DASH DoorDash Inc. Class A | Reduce -18.1% | 6.59% | +0.57 |
| NTNX Nutanix Inc. Class A | Reduce -4.2% | 8.99% | +1.43 |
Portfolio Buys Q4 2023 → Q1 2024
| META Meta Platforms Inc. Class A | Add +2.7% | 9.39% | +2.44 |
| MELI MercadoLibre Inc. | Add +77.7% | 4.61% | +1.80 |
| PENG Penguin Solutions Inc. | Add +15.7% | 4.72% | +1.66 |
| CLBT Cellebrite Di Ltd. | Add +10.9% | 5.67% | +1.51 |
| GTM Zoominfo Technologies Inc. | New | 0.46% | +0.46 |
| IIIV I3 Verticals Inc. Class A | Add +0.8% | 4.24% | +0.18 |
| EQIX Equinix Inc. | Add +7.8% | 2.24% | +0.13 |
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 |