Crosslink Capital Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Crosslink Capital Inc. reported 21 stock positions worth $1.8 billion. Its top holding was Chime Financial Class A (CHYM) at 57.5% of the portfolio, followed by Lam Research (LRCX, 4.5%) and Penguin Solutions (PENG, 4.0%). Compared with Q1 2025, it opened 3 new positions, added to 10 and reduced 8. The biggest buy was a new position in Chime Financial Class A (CHYM) and the biggest sale Nutanix Class A (NTNX, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001104329
- Portfolio Value
- $1.8B (Q2 2025)
- SEC Filing
- 0001415889-25-021846 ↗ filed Aug 14, 2025
Holdings Value
Holdings 21 stocks · $1.8B
| CHYM Chime Financial Inc. Class A | 57.48% | 29,247,210 | $1.0B | New |
| LRCX Lam Research Corp. | 4.52% | 815,840 | $79.4M | Add +17.9% |
| PENG Penguin Solutions Inc. | 4.04% | 3,580,777 | $70.9M | Add +4.0% |
| MELI MercadoLibre Inc. | 3.71% | 24,926 | $65.1M | Reduce -8.6% |
| NTNX Nutanix Inc. Class A | 3.64% | 836,802 | $64.0M | Reduce -16.6% |
| WEAV Weave Communications Inc. | 3.35% | 7,077,196 | $58.9M | Add +0.3% |
| DASH DoorDash Inc. Class A | 2.92% | 208,230 | $51.3M | Reduce -6.6% |
| VEEV Veeva Systems Inc. Class A | 2.74% | 167,110 | $48.1M | Add +67.3% |
| MU Micron Technology Inc. | 2.57% | 366,815 | $45.2M | Reduce -14.1% |
| META Meta Platforms Inc. Class A | 2.34% | 55,779 | $41.2M | Reduce -14.3% |
| IIIV I3 Verticals Inc. Class A | 1.96% | 1,252,430 | $34.4M | Add +0.8% |
| PANW Palo Alto Networks Inc. | 1.63% | 140,121 | $28.7M | Add +1.1% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 1.49% | 453,130 | $26.1M | New |
| DUOL Duolingo | 1.25% | 53,642 | $22.0M | Reduce -40.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.13% | 39,116 | $19.9M | Reduce -28.6% |
| DDOG Datadog Inc. Class A | 1.12% | 146,480 | $19.7M | Add +90.5% |
| BKNG Booking Holdings Inc. | 1.12% | 3,393 | $19.6M | Add +2.3% |
| MNDY Monday.com Ltd. | 1.08% | 60,215 | $18.9M | Add +35.4% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 0.64% | 1,189,382 | $11.3M | Add +3.2% |
| CLBT Cellebrite Di Ltd. | 0.63% | 696,744 | $11.1M | Reduce -68.8% |
| NVDA Nvidia Corp. | 0.61% | 67,725 | $10.7M | New |
Portfolio Sells Q1 2025 → Q2 2025
| NTNX Nutanix Inc. Class A | Reduce -16.6% | 3.64% | −7.26 |
| CLBT Cellebrite Di Ltd. | Reduce -68.8% | 0.63% | −6.10 |
| MELI MercadoLibre Inc. | Reduce -8.6% | 3.71% | −4.56 |
| META Meta Platforms Inc. Class A | Reduce -14.3% | 2.34% | −3.49 |
| DASH DoorDash Inc. Class A | Reduce -6.6% | 2.92% | −3.42 |
| MU Micron Technology Inc. | Reduce -14.1% | 2.57% | −3.20 |
| DUOL Duolingo | Reduce -40.8% | 1.25% | −3.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -28.6% | 1.13% | −1.87 |
Portfolio Buys Q1 2025 → Q2 2025
| CHYM Chime Financial Inc. Class A | New | 57.48% | +57.48 |
| P Everpure Inc. Class A | New | 1.49% | +1.49 |
| NVDA Nvidia Corp. | New | 0.61% | +0.61 |
| DDOG Datadog Inc. Class A | Add +90.5% | 1.12% | −0.07 |
| MNDY Monday.com Ltd. | Add +35.4% | 1.08% | −0.60 |
| VEEV Veeva Systems Inc. Class A | Add +67.3% | 2.74% | −0.86 |
| BKNG Booking Holdings Inc. | Add +2.3% | 1.12% | −1.26 |
| JAMF Jamf Holding Corp. | Add +3.2% | 0.64% | −1.53 |
| PANW Palo Alto Networks Inc. | Add +1.1% | 1.63% | −2.05 |
| IIIV I3 Verticals Inc. Class A | Add +0.8% | 1.96% | −2.81 |
| LRCX Lam Research Corp. | Add +17.9% | 4.52% | −3.30 |
| PENG Penguin Solutions Inc. | Add +4.0% | 4.04% | −5.26 |
| WEAV Weave Communications Inc. | Add +0.3% | 3.35% | −8.82 |
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 |