Crosslink Capital Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Crosslink Capital Inc. reported 19 stock positions worth $716.2 million. Its top holding was Weave Communications (WEAV) at 12.1% of the portfolio, followed by Nutanix Class A (NTNX, 10.5%) and Lam Research (LRCX, 8.3%). Compared with Q1 2024, it opened 1 new position, added to 8 and reduced 10. The biggest buy was a new position in Duolingo (DUOL) and the biggest sale Meta Platforms Class A (META, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001104329
- Portfolio Value
- $716.2M (Q2 2024)
- SEC Filing
- 0000935836-24-000523 ↗ filed Aug 14, 2024
Holdings Value
Holdings 19 stocks · $716.2M
| WEAV Weave Communications Inc. | 12.15% | 9,643,777 | $87.0M | Add +0.3% |
| NTNX Nutanix Inc. Class A | 10.49% | 1,321,659 | $75.1M | Add +29.2% |
| LRCX Lam Research Corp. | 8.26% | 55,569 | $59.2M | Add +1.1% |
| PENG Penguin Solutions Inc. filed as SMART GLOBAL HLDGS INC | 6.84% | 2,142,645 | $49.0M | Add +70.1% |
| PANW Palo Alto Networks Inc. | 6.47% | 136,713 | $46.3M | Reduce -16.5% |
| META Meta Platforms Inc. Class A | 6.16% | 87,460 | $44.1M | Reduce -35.6% |
| CLBT Cellebrite Di Ltd. | 5.98% | 3,586,425 | $42.9M | Reduce -0.2% |
| MELI MercadoLibre Inc. | 5.32% | 23,198 | $38.1M | Add +8.3% |
| DUOL Duolingo | 5.10% | 175,065 | $36.5M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 4.83% | 90,281 | $34.6M | Reduce -28.1% |
| DASH DoorDash Inc. Class A | 4.81% | 316,540 | $34.4M | Reduce -5.8% |
| CRM Salesforce Inc. | 4.60% | 128,080 | $32.9M | Reduce -15.1% |
| BKNG Booking Holdings Inc. | 4.43% | 8,015 | $31.8M | Reduce -2.1% |
| IIIV I3 Verticals Inc. Class A | 3.95% | 1,280,121 | $28.3M | Reduce -1.5% |
| EQIX Equinix Inc. | 2.89% | 27,382 | $20.7M | Add +43.8% |
| EEFT Euronet Worldwide Inc. | 2.50% | 173,315 | $17.9M | Reduce -14.7% |
| TXN Texas Instruments Inc. | 2.17% | 79,795 | $15.5M | Add +26.4% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 1.58% | 685,562 | $11.3M | Reduce -7.7% |
| GTM Zoominfo Technologies Inc. | 1.47% | 822,740 | $10.5M | Add +306.2% |
Portfolio Sells Q1 2024 → Q2 2024
| META Meta Platforms Inc. Class A | Reduce -35.6% | 6.16% | −3.24 |
| CRM Salesforce Inc. | Reduce -15.1% | 4.60% | −1.87 |
| DASH DoorDash Inc. Class A | Reduce -5.8% | 4.81% | −1.78 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -28.1% | 4.83% | −0.91 |
| EEFT Euronet Worldwide Inc. | Reduce -14.7% | 2.50% | −0.68 |
| JAMF Jamf Holding Corp. | Reduce -7.7% | 1.58% | −0.36 |
| IIIV I3 Verticals Inc. Class A | Reduce -1.5% | 3.95% | −0.29 |
| PANW Palo Alto Networks Inc. | Reduce -16.5% | 6.47% | −0.15 |
| BKNG Booking Holdings Inc. | Reduce -2.1% | 4.43% | +0.20 |
| CLBT Cellebrite Di Ltd. | Reduce -0.2% | 5.98% | +0.31 |
Portfolio Buys Q1 2024 → Q2 2024
| DUOL Duolingo | New | 5.10% | +5.10 |
| PENG Penguin Solutions Inc. | Add +70.1% | 6.84% | +2.12 |
| NTNX Nutanix Inc. Class A | Add +29.2% | 10.49% | +1.50 |
| GTM Zoominfo Technologies Inc. | Add +306.2% | 1.47% | +1.00 |
| MELI MercadoLibre Inc. | Add +8.3% | 5.32% | +0.71 |
| LRCX Lam Research Corp. | Add +1.1% | 8.26% | +0.66 |
| EQIX Equinix Inc. | Add +43.8% | 2.89% | +0.65 |
| TXN Texas Instruments Inc. | Add +26.4% | 2.17% | +0.60 |
| WEAV Weave Communications Inc. | Add +0.3% | 12.15% | −3.58 |
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 |