Crosslink Capital Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Crosslink Capital Inc. reported 23 stock positions worth $1.4 billion. Its top holding was Chime Financial Class A (CHYM) at 42.9% of the portfolio, followed by Lam Research (LRCX, 7.4%) and MercadoLibre (MELI, 4.6%). Compared with Q2 2025, it opened 3 new positions, sold out of 1, added to 8 and reduced 11. The biggest buy was Everpure Class A (P, shares +59%) and the biggest sale Chime Financial Class A (CHYM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001104329
- Portfolio Value
- $1.4B (Q3 2025)
- SEC Filing
- 0001104329-25-000010 ↗ filed Nov 14, 2025
Holdings Value
Holdings 23 stocks · $1.4B
| CHYM Chime Financial Inc. Class A | 42.91% | 29,247,206 | $589.9M | Reduce 0.0% |
| LRCX Lam Research Corp. | 7.43% | 763,237 | $102.2M | Reduce -6.5% |
| MELI MercadoLibre Inc. | 4.59% | 27,003 | $63.1M | Add +8.3% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 4.39% | 720,265 | $60.4M | Add +59.0% |
| VEEV Veeva Systems Inc. Class A | 3.92% | 181,060 | $53.9M | Add +8.3% |
| NTNX Nutanix Inc. Class A | 3.92% | 724,227 | $53.9M | Reduce -13.4% |
| PENG Penguin Solutions Inc. | 3.53% | 1,848,074 | $48.6M | Reduce -48.4% |
| MU Micron Technology Inc. | 3.49% | 287,120 | $48.0M | Reduce -21.7% |
| DASH DoorDash Inc. Class A | 3.45% | 174,300 | $47.4M | Reduce -16.3% |
| WEAV Weave Communications Inc. | 3.44% | 7,077,196 | $47.3M | No change |
| MNDY Monday.com Ltd. | 2.87% | 203,865 | $39.5M | Add +238.6% |
| GOOGL Alphabet Inc. Class A | 2.82% | 159,365 | $38.7M | New |
| IIIV I3 Verticals Inc. Class A | 2.21% | 938,134 | $30.5M | Reduce -25.1% |
| PANW Palo Alto Networks Inc. | 2.08% | 140,201 | $28.5M | Add +0.1% |
| META Meta Platforms Inc. Class A | 1.75% | 32,699 | $24.0M | Reduce -41.4% |
| DDOG Datadog Inc. Class A | 1.53% | 147,520 | $21.0M | Add +0.7% |
| NVDA Nvidia Corp. | 1.22% | 89,625 | $16.7M | Add +32.3% |
| DUOL Duolingo | 1.09% | 46,412 | $14.9M | Reduce -13.5% |
| BKNG Booking Holdings Inc. | 1.04% | 2,659 | $14.4M | Reduce -21.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.03% | 28,861 | $14.2M | Reduce -26.2% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 0.94% | 1,206,767 | $12.9M | Add +1.5% |
| MRVL Marvell Technology Inc. | 0.35% | 56,860 | $4.8M | New |
| NTSK Netskope Inc. Class A | 0.01% | 5,000 | $114K | New |
Portfolio Sells Q2 2025 → Q3 2025
| CHYM Chime Financial Inc. Class A | Reduce 0.0% | 42.91% | −14.57 |
| CLBT Cellebrite Di Ltd. | Sold out | 0.00% | −0.63 |
| META Meta Platforms Inc. Class A | Reduce -41.4% | 1.75% | −0.60 |
| PENG Penguin Solutions Inc. | Reduce -48.4% | 3.53% | −0.51 |
| DUOL Duolingo | Reduce -13.5% | 1.09% | −0.17 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -26.2% | 1.03% | −0.11 |
| BKNG Booking Holdings Inc. | Reduce -21.6% | 1.04% | −0.07 |
| IIIV I3 Verticals Inc. Class A | Reduce -25.1% | 2.21% | +0.25 |
| NTNX Nutanix Inc. Class A | Reduce -13.4% | 3.92% | +0.28 |
| DASH DoorDash Inc. Class A | Reduce -16.3% | 3.45% | +0.52 |
| MU Micron Technology Inc. | Reduce -21.7% | 3.49% | +0.92 |
| LRCX Lam Research Corp. | Reduce -6.5% | 7.43% | +2.91 |
Portfolio Buys Q2 2025 → Q3 2025
| P Everpure Inc. Class A | Add +59.0% | 4.39% | +2.90 |
| GOOGL Alphabet Inc. Class A | New | 2.82% | +2.82 |
| MNDY Monday.com Ltd. | Add +238.6% | 2.87% | +1.79 |
| VEEV Veeva Systems Inc. Class A | Add +8.3% | 3.92% | +1.18 |
| MELI MercadoLibre Inc. | Add +8.3% | 4.59% | +0.88 |
| NVDA Nvidia Corp. | Add +32.3% | 1.22% | +0.61 |
| PANW Palo Alto Networks Inc. | Add +0.1% | 2.08% | +0.44 |
| DDOG Datadog Inc. Class A | Add +0.7% | 1.53% | +0.41 |
| MRVL Marvell Technology Inc. | New | 0.35% | +0.35 |
| JAMF Jamf Holding Corp. | Add +1.5% | 0.94% | +0.29 |
| NTSK Netskope Inc. Class A | New | 0.01% | +0.01 |
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 |