Crosslink Capital Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Crosslink Capital Inc. reported 18 stock positions worth $643.0 million. Its top holding was Weave Communications (WEAV) at 12.2% of the portfolio, followed by Nutanix Class A (NTNX, 10.9%) and Penguin Solutions (PENG, 9.3%). Compared with Q4 2024, it opened 2 new positions, sold out of 3, added to 5 and reduced 10. The biggest buy was a new position in Veeva Systems Class A (VEEV) and the biggest sale Cellebrite Di (CLBT, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001104329
- Portfolio Value
- $643.0M (Q1 2025)
- SEC Filing
- 0001415889-25-013108 ↗ filed May 15, 2025
Holdings Value
Holdings 18 stocks · $643.0M
| WEAV Weave Communications Inc. | 12.17% | 7,057,813 | $78.3M | No change |
| NTNX Nutanix Inc. Class A | 10.90% | 1,003,767 | $70.1M | Reduce -8.5% |
| PENG Penguin Solutions Inc. | 9.30% | 3,444,290 | $59.8M | Add +9.9% |
| MELI MercadoLibre Inc. | 8.27% | 27,269 | $53.2M | Reduce -0.0% |
| LRCX Lam Research Corp. | 7.82% | 691,840 | $50.3M | Reduce -4.5% |
| CLBT Cellebrite Di Ltd. | 6.74% | 2,229,239 | $43.3M | Reduce -26.2% |
| DASH DoorDash Inc. Class A | 6.34% | 223,025 | $40.8M | Reduce -17.4% |
| META Meta Platforms Inc. Class A | 5.83% | 65,069 | $37.5M | Reduce -7.5% |
| MU Micron Technology Inc. | 5.77% | 427,245 | $37.1M | Add +76.0% |
| IIIV I3 Verticals Inc. Class A | 4.77% | 1,242,600 | $30.7M | Add +14.9% |
| DUOL Duolingo | 4.37% | 90,567 | $28.1M | Reduce -22.6% |
| PANW Palo Alto Networks Inc. | 3.68% | 138,611 | $23.7M | Reduce -33.4% |
| VEEV Veeva Systems Inc. Class A | 3.60% | 99,900 | $23.1M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 3.01% | 54,806 | $19.3M | Reduce -44.4% |
| BKNG Booking Holdings Inc. | 2.38% | 3,318 | $15.3M | Add +12.1% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 2.18% | 1,152,302 | $14.0M | Reduce -4.0% |
| MNDY Monday.com Ltd. | 1.68% | 44,485 | $10.8M | Add +67.1% |
| DDOG Datadog Inc. Class A | 1.19% | 76,885 | $7.6M | New |
Portfolio Sells Q4 2024 → Q1 2025
| CLBT Cellebrite Di Ltd. | Reduce -26.2% | 6.74% | −2.52 |
| APPF Appfolio Inc. Class A | Sold out | 0.00% | −2.11 |
| EEFT Euronet Worldwide Inc. | Sold out | 0.00% | −1.86 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -44.4% | 3.01% | −1.68 |
| PANW Palo Alto Networks Inc. | Reduce -33.4% | 3.68% | −1.59 |
| DUOL Duolingo | Reduce -22.6% | 4.37% | −0.91 |
| XYZ Block Inc. | Sold out | 0.00% | −0.87 |
| JAMF Jamf Holding Corp. | Reduce -4.0% | 2.18% | −0.17 |
| DASH DoorDash Inc. Class A | Reduce -17.4% | 6.34% | +0.04 |
| META Meta Platforms Inc. Class A | Reduce -7.5% | 5.83% | +0.10 |
| LRCX Lam Research Corp. | Reduce -4.5% | 7.82% | +0.54 |
| NTNX Nutanix Inc. Class A | Reduce -8.5% | 10.90% | +1.57 |
| MELI MercadoLibre Inc. | Reduce -0.0% | 8.27% | +1.82 |
Portfolio Buys Q4 2024 → Q1 2025
| VEEV Veeva Systems Inc. Class A | New | 3.60% | +3.60 |
| MU Micron Technology Inc. | Add +76.0% | 5.77% | +2.93 |
| IIIV I3 Verticals Inc. Class A | Add +14.9% | 4.77% | +1.30 |
| DDOG Datadog Inc. Class A | New | 1.19% | +1.19 |
| PENG Penguin Solutions Inc. | Add +9.9% | 9.30% | +0.94 |
| MNDY Monday.com Ltd. | Add +67.1% | 1.68% | +0.81 |
| BKNG Booking Holdings Inc. | Add +12.1% | 2.38% | +0.33 |
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 |