Crosslink Capital Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Crosslink Capital Inc. reported 19 stock positions worth $718.9 million. Its top holding was Weave Communications (WEAV) at 15.6% of the portfolio, followed by Nutanix Class A (NTNX, 9.3%) and Cellebrite Di (CLBT, 9.3%). Compared with Q3 2024, it opened 3 new positions, sold out of 3, added to 5 and reduced 11. The biggest buy was a new position in Appfolio Class A (APPF) and the biggest sale an exit from Equinix (EQIX).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001104329
- Portfolio Value
- $718.9M (Q4 2024)
- SEC Filing
- 0000935836-25-000156 ↗ filed Feb 14, 2025
Holdings Value
Holdings 19 stocks · $718.9M
| WEAV Weave Communications Inc. | 15.63% | 7,057,813 | $112.4M | Reduce -26.8% |
| NTNX Nutanix Inc. Class A | 9.33% | 1,096,583 | $67.1M | Reduce -6.0% |
| CLBT Cellebrite Di Ltd. | 9.26% | 3,022,190 | $66.6M | Reduce -13.3% |
| PENG Penguin Solutions Inc. | 8.36% | 3,133,050 | $60.1M | Add +24.6% |
| LRCX Lam Research Corp. | 7.28% | 724,830 | $52.4M | Add +31.4% |
| MELI MercadoLibre Inc. | 6.45% | 27,274 | $46.4M | Add +13.6% |
| DASH DoorDash Inc. Class A | 6.30% | 270,005 | $45.3M | Reduce -17.0% |
| META Meta Platforms Inc. Class A | 5.73% | 70,369 | $41.2M | Reduce -4.8% |
| DUOL Duolingo | 5.28% | 117,082 | $38.0M | Reduce -37.3% |
| PANW Palo Alto Networks Inc. | 5.27% | 208,263 | $37.9M | Reduce -8.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 4.69% | 98,506 | $33.7M | Reduce -35.6% |
| IIIV I3 Verticals Inc. Class A | 3.47% | 1,081,581 | $24.9M | Reduce -12.1% |
| MU Micron Technology Inc. | 2.84% | 242,760 | $20.4M | Add +11.3% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 2.35% | 1,200,961 | $16.9M | Add +51.9% |
| APPF Appfolio Inc. Class A | 2.11% | 61,534 | $15.2M | New |
| BKNG Booking Holdings Inc. | 2.05% | 2,961 | $14.7M | Reduce -46.0% |
| EEFT Euronet Worldwide Inc. | 1.86% | 129,706 | $13.3M | Reduce -3.1% |
| XYZ Block Inc. | 0.87% | 73,905 | $6.3M | New |
| MNDY Monday.com Ltd. | 0.87% | 26,620 | $6.3M | New |
Portfolio Sells Q3 2024 → Q4 2024
| EQIX Equinix Inc. | Sold out | 0.00% | −1.92 |
| DUOL Duolingo | Reduce -37.3% | 5.28% | −1.79 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -35.6% | 4.69% | −1.08 |
| BKNG Booking Holdings Inc. | Reduce -46.0% | 2.05% | −1.05 |
| WEAV Weave Communications Inc. | Reduce -26.8% | 15.63% | −0.95 |
| GTM Zoominfo Technologies Inc. | Sold out | 0.00% | −0.78 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.58 |
| IIIV I3 Verticals Inc. Class A | Reduce -12.1% | 3.47% | −0.05 |
| PANW Palo Alto Networks Inc. | Reduce -8.5% | 5.27% | +0.05 |
| META Meta Platforms Inc. Class A | Reduce -4.8% | 5.73% | +0.05 |
| NTNX Nutanix Inc. Class A | Reduce -6.0% | 9.33% | +0.06 |
| DASH DoorDash Inc. Class A | Reduce -17.0% | 6.30% | +0.07 |
| EEFT Euronet Worldwide Inc. | Reduce -3.1% | 1.86% | +0.07 |
| CLBT Cellebrite Di Ltd. | Reduce -13.3% | 9.26% | +1.38 |
Portfolio Buys Q3 2024 → Q4 2024
| APPF Appfolio Inc. Class A | New | 2.11% | +2.11 |
| PENG Penguin Solutions Inc. | Add +24.6% | 8.36% | +1.29 |
| LRCX Lam Research Corp. | Add +31.4% | 7.28% | +1.24 |
| XYZ Block Inc. | New | 0.87% | +0.87 |
| MNDY Monday.com Ltd. | New | 0.87% | +0.87 |
| JAMF Jamf Holding Corp. | Add +51.9% | 2.35% | +0.50 |
| MELI MercadoLibre Inc. | Add +13.6% | 6.45% | −0.16 |
| MU Micron Technology Inc. | Add +11.3% | 2.84% | −0.19 |
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 |