Crosslink Capital Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Crosslink Capital Inc. reported 19 stock positions worth $744.7 million. Its top holding was Weave Communications (WEAV) at 16.6% of the portfolio, followed by Nutanix Class A (NTNX, 9.3%) and Cellebrite Di (CLBT, 7.9%). Compared with Q2 2024, it opened 2 new positions, sold out of 2, added to 6 and reduced 10. The biggest buy was a new position in Micron Technology (MU) and the biggest sale an exit from Salesforce (CRM).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001104329
- Portfolio Value
- $744.7M (Q3 2024)
- SEC Filing
- 0000935836-24-000683 ↗ filed Nov 14, 2024
Holdings Value
Holdings 19 stocks · $744.7M
| WEAV Weave Communications Inc. | 16.58% | 9,643,777 | $123.4M | No change |
| NTNX Nutanix Inc. Class A | 9.28% | 1,165,900 | $69.1M | Reduce -11.8% |
| CLBT Cellebrite Di Ltd. | 7.89% | 3,486,945 | $58.7M | Reduce -2.8% |
| PENG Penguin Solutions Inc. filed as SMART GLOBAL HLDGS INC | 7.08% | 2,514,806 | $52.7M | Add +17.4% |
| DUOL Duolingo | 7.07% | 186,635 | $52.6M | Add +6.6% |
| MELI MercadoLibre Inc. | 6.62% | 24,008 | $49.3M | Add +3.5% |
| DASH DoorDash Inc. Class A | 6.23% | 325,180 | $46.4M | Add +2.7% |
| LRCX Lam Research Corp. | 6.04% | 55,158 | $45.0M | Reduce -0.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 5.76% | 153,026 | $42.9M | Add +69.5% |
| META Meta Platforms Inc. Class A | 5.68% | 73,935 | $42.3M | Reduce -15.5% |
| PANW Palo Alto Networks Inc. | 5.22% | 113,809 | $38.9M | Reduce -16.8% |
| IIIV I3 Verticals Inc. Class A | 3.52% | 1,230,401 | $26.2M | Reduce -3.9% |
| BKNG Booking Holdings Inc. | 3.10% | 5,480 | $23.1M | Reduce -31.6% |
| MU Micron Technology Inc. | 3.04% | 218,040 | $22.6M | New |
| EQIX Equinix Inc. | 1.92% | 16,084 | $14.3M | Reduce -41.3% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 1.84% | 790,647 | $13.7M | Add +15.3% |
| EEFT Euronet Worldwide Inc. | 1.78% | 133,870 | $13.3M | Reduce -22.8% |
| GTM Zoominfo Technologies Inc. | 0.78% | 560,902 | $5.8M | Reduce -31.8% |
| AXON Axon Enterprise Inc. | 0.58% | 10,745 | $4.3M | New |
Portfolio Sells Q2 2024 → Q3 2024
| CRM Salesforce Inc. | Sold out | 0.00% | −4.60 |
| LRCX Lam Research Corp. | Reduce -0.7% | 6.04% | −2.22 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −2.17 |
| BKNG Booking Holdings Inc. | Reduce -31.6% | 3.10% | −1.33 |
| PANW Palo Alto Networks Inc. | Reduce -16.8% | 5.22% | −1.25 |
| NTNX Nutanix Inc. Class A | Reduce -11.8% | 9.28% | −1.21 |
| EQIX Equinix Inc. | Reduce -41.3% | 1.92% | −0.98 |
| EEFT Euronet Worldwide Inc. | Reduce -22.8% | 1.78% | −0.72 |
| GTM Zoominfo Technologies Inc. | Reduce -31.8% | 0.78% | −0.69 |
| META Meta Platforms Inc. Class A | Reduce -15.5% | 5.68% | −0.47 |
| IIIV I3 Verticals Inc. Class A | Reduce -3.9% | 3.52% | −0.43 |
| CLBT Cellebrite Di Ltd. | Reduce -2.8% | 7.89% | +1.90 |
Portfolio Buys Q2 2024 → Q3 2024
| MU Micron Technology Inc. | New | 3.04% | +3.04 |
| DUOL Duolingo | Add +6.6% | 7.07% | +1.97 |
| DASH DoorDash Inc. Class A | Add +2.7% | 6.23% | +1.43 |
| MELI MercadoLibre Inc. | Add +3.5% | 6.62% | +1.29 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +69.5% | 5.76% | +0.93 |
| AXON Axon Enterprise Inc. | New | 0.58% | +0.58 |
| JAMF Jamf Holding Corp. | Add +15.3% | 1.84% | +0.26 |
| PENG Penguin Solutions Inc. | Add +17.4% | 7.08% | +0.23 |
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 |