Crosslink Capital Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Crosslink Capital Inc. reported 21 stock positions worth $1.0 billion. Its top holding was Chime Financial Class A (CHYM) at 48.0% of the portfolio, followed by Lam Research (LRCX, 10.2%) and Alphabet Class A (GOOGL, 5.9%). Compared with Q4 2025, it opened 5 new positions, sold out of 4, added to 9 and reduced 7. The biggest buy was a new position in Salesforce (CRM) and the biggest sale Chime Financial Class A (CHYM, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001104329
- Portfolio Value
- $1.0B (Q1 2026)
- SEC Filing
- 0001104329-26-000008 ↗ filed May 15, 2026
Holdings Value
Holdings 21 stocks · $1.0B
| CHYM Chime Financial Inc. Class A | 48.00% | 26,185,368 | $490.5M | Reduce -3.8% |
| LRCX Lam Research Corp. | 10.23% | 489,009 | $104.5M | Reduce -14.6% |
| GOOGL Alphabet Inc. Class A | 5.89% | 209,450 | $60.2M | Add +8.1% |
| MU Micron Technology Inc. | 5.54% | 167,530 | $56.6M | Add +1.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 4.33% | 3,082,400 | $44.3M | Add +86.1% |
| DDOG Datadog Inc. Class A | 2.53% | 219,265 | $25.9M | Add +137.9% |
| CRM Salesforce Inc. | 2.49% | 136,035 | $25.4M | New |
| DASH DoorDash Inc. Class A | 2.48% | 168,992 | $25.4M | Add +15.9% |
| NTNX Nutanix Inc. Class A | 2.47% | 664,911 | $25.3M | Reduce -11.5% |
| MELI MercadoLibre Inc. | 2.34% | 13,848 | $23.9M | Reduce -50.5% |
| NVDA Nvidia Corp. | 2.15% | 126,100 | $22.0M | New |
| IIIV I3 Verticals Inc. Class A | 2.11% | 966,001 | $21.6M | Add +1.6% |
| WEAV Weave Communications Inc. | 1.92% | 4,246,858 | $19.6M | Add +16.8% |
| PANW Palo Alto Networks Inc. | 1.53% | 97,689 | $15.7M | Reduce -25.3% |
| VEEV Veeva Systems Inc. Class A | 1.41% | 81,860 | $14.4M | Reduce -35.7% |
| APPF Appfolio Inc. Class A | 1.10% | 71,490 | $11.3M | Add +185.7% |
| FIG Figma Inc. Class A | 1.07% | 517,380 | $10.9M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.87% | 22,715 | $8.9M | Add +32.2% |
| P Everpure Inc. Class A | 0.76% | 132,160 | $7.8M | Reduce -72.6% |
| NOW ServiceNow Inc. | 0.69% | 67,720 | $7.1M | New |
| NTSK Netskope Inc. Class A | 0.06% | 75,060 | $637K | New |
Portfolio Sells Q4 2025 → Q1 2026
| CHYM Chime Financial Inc. Class A | Reduce -3.8% | 48.00% | −5.06 |
| MELI MercadoLibre Inc. | Reduce -50.5% | 2.34% | −2.02 |
| PENG Penguin Solutions Inc. | Sold out | 0.00% | −1.99 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −1.85 |
| P Everpure Inc. Class A | Reduce -72.6% | 0.76% | −1.74 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −1.54 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.93 |
| VEEV Veeva Systems Inc. Class A | Reduce -35.7% | 1.41% | −0.79 |
| NTNX Nutanix Inc. Class A | Reduce -11.5% | 2.47% | −0.53 |
| PANW Palo Alto Networks Inc. | Reduce -25.3% | 1.53% | −0.33 |
| LRCX Lam Research Corp. | Reduce -14.6% | 10.23% | +2.63 |
Portfolio Buys Q4 2025 → Q1 2026
| CRM Salesforce Inc. | New | 2.49% | +2.49 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +86.1% | 4.33% | +2.19 |
| NVDA Nvidia Corp. | New | 2.15% | +2.15 |
| MU Micron Technology Inc. | Add +1.5% | 5.54% | +1.89 |
| DDOG Datadog Inc. Class A | Add +137.9% | 2.53% | +1.56 |
| GOOGL Alphabet Inc. Class A | Add +8.1% | 5.89% | +1.20 |
| FIG Figma Inc. Class A | New | 1.07% | +1.07 |
| NOW ServiceNow Inc. | New | 0.69% | +0.69 |
| APPF Appfolio Inc. Class A | Add +185.7% | 1.10% | +0.65 |
| IIIV I3 Verticals Inc. Class A | Add +1.6% | 2.11% | +0.26 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +32.2% | 0.87% | +0.24 |
| NTSK Netskope Inc. Class A | New | 0.06% | +0.06 |
| DASH DoorDash Inc. Class A | Add +15.9% | 2.48% | −0.07 |
| WEAV Weave Communications Inc. | Add +16.8% | 1.92% | −0.22 |
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 |