Crosslink Capital Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Crosslink Capital Inc. reported 20 stock positions worth $1.3 billion. Its top holding was Chime Financial Class A (CHYM) at 53.1% of the portfolio, followed by Lam Research (LRCX, 7.6%) and Alphabet Class A (GOOGL, 4.7%). Compared with Q3 2025, it opened 2 new positions, sold out of 5, added to 6 and reduced 12. The biggest buy was a new position in Nu Holdings Ltd./Cayman Isl-A (NU) and the biggest sale Everpure Class A (P, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001104329
- Portfolio Value
- $1.3B (Q4 2025)
- SEC Filing
- 0001104329-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 20 stocks · $1.3B
| CHYM Chime Financial Inc. Class A | 53.06% | 27,215,341 | $685.0M | Reduce -7.0% |
| LRCX Lam Research Corp. | 7.59% | 572,707 | $98.0M | Reduce -25.0% |
| GOOGL Alphabet Inc. Class A | 4.70% | 193,700 | $60.6M | Add +21.5% |
| MELI MercadoLibre Inc. | 4.36% | 27,969 | $56.3M | Add +3.6% |
| MU Micron Technology Inc. | 3.65% | 165,125 | $47.1M | Reduce -42.5% |
| NTNX Nutanix Inc. Class A | 3.01% | 751,246 | $38.8M | Add +3.7% |
| DASH DoorDash Inc. Class A | 2.56% | 145,817 | $33.0M | Reduce -16.3% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 2.51% | 482,845 | $32.4M | Reduce -33.0% |
| VEEV Veeva Systems Inc. Class A | 2.20% | 127,255 | $28.4M | Reduce -29.7% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.15% | 1,656,595 | $27.7M | New |
| WEAV Weave Communications Inc. | 2.14% | 3,635,916 | $27.6M | Reduce -48.6% |
| PENG Penguin Solutions Inc. | 1.99% | 1,312,330 | $25.7M | Reduce -29.0% |
| PANW Palo Alto Networks Inc. | 1.87% | 130,778 | $24.1M | Reduce -6.7% |
| IIIV I3 Verticals Inc. Class A | 1.86% | 951,216 | $24.0M | Add +1.4% |
| MNDY Monday.com Ltd. | 1.85% | 162,225 | $23.9M | Reduce -20.4% |
| BKNG Booking Holdings Inc. | 1.54% | 3,714 | $19.9M | Add +39.7% |
| DDOG Datadog Inc. Class A | 0.97% | 92,175 | $12.5M | Reduce -37.5% |
| MRVL Marvell Technology Inc. | 0.93% | 141,450 | $12.0M | Add +148.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.62% | 17,185 | $8.1M | Reduce -40.5% |
| APPF Appfolio Inc. Class A | 0.45% | 25,025 | $5.8M | New |
Portfolio Sells Q3 2025 → Q4 2025
| P Everpure Inc. Class A | Reduce -33.0% | 2.51% | −1.88 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −1.75 |
| VEEV Veeva Systems Inc. Class A | Reduce -29.7% | 2.20% | −1.72 |
| PENG Penguin Solutions Inc. | Reduce -29.0% | 1.99% | −1.54 |
| WEAV Weave Communications Inc. | Reduce -48.6% | 2.14% | −1.30 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −1.22 |
| DUOL Duolingo | Sold out | 0.00% | −1.09 |
| MNDY Monday.com Ltd. | Reduce -20.4% | 1.85% | −1.02 |
| JAMF Jamf Holding Corp. | Sold out | 0.00% | −0.94 |
| DASH DoorDash Inc. Class A | Reduce -16.3% | 2.56% | −0.89 |
| DDOG Datadog Inc. Class A | Reduce -37.5% | 0.97% | −0.56 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -40.5% | 0.62% | −0.41 |
| PANW Palo Alto Networks Inc. | Reduce -6.7% | 1.87% | −0.21 |
| NTSK Netskope Inc. Class A | Sold out | 0.00% | −0.01 |
| MU Micron Technology Inc. | Reduce -42.5% | 3.65% | +0.16 |
| LRCX Lam Research Corp. | Reduce -25.0% | 7.59% | +0.16 |
| CHYM Chime Financial Inc. Class A | Reduce -7.0% | 53.06% | +10.15 |
Portfolio Buys Q3 2025 → Q4 2025
| NU Nu Holdings Ltd./Cayman Isl-A | New | 2.15% | +2.15 |
| GOOGL Alphabet Inc. Class A | Add +21.5% | 4.70% | +1.88 |
| MRVL Marvell Technology Inc. | Add +148.8% | 0.93% | +0.58 |
| BKNG Booking Holdings Inc. | Add +39.7% | 1.54% | +0.50 |
| APPF Appfolio Inc. Class A | New | 0.45% | +0.45 |
| MELI MercadoLibre Inc. | Add +3.6% | 4.36% | −0.23 |
| IIIV I3 Verticals Inc. Class A | Add +1.4% | 1.86% | −0.36 |
| NTNX Nutanix Inc. Class A | Add +3.7% | 3.01% | −0.91 |
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 |