CROSSLINK CAPITAL INC Diversified Active

Location: Menlo Park, CA

CIK: 0001104329 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $1.354B (100.0% shares, 0.0% debt)

Holdings (23)

CHYM CHIME FINL INC 39.6%

Value $536M Shares 26,185,368 Est. Cost — Unrealized —

LRCX LAM RESEARCH CORP 13.8%

Value $187M Shares 431,266 Est. Cost — Unrealized —

MU MICRON TECHNOLOGY INC 11.6%

Value $157M Shares 136,205 Est. Cost — Unrealized —

GOOGL ALPHABET INC 3.8%

Value $51.55M Shares 144,250 Est. Cost — Unrealized —

NU NU HLDGS LTD 3.3%

Value $45.21M Shares 3,383,667 Est. Cost — Unrealized —

NTSK NETSKOPE INC 2.7%

Value $36.6M Shares 3,345,759 Est. Cost — Unrealized —

DDOG DATADOG INC 2.5%

Value $34.49M Shares 132,455 Est. Cost — Unrealized —

PANW PALO ALTO NETWORKS INC 2.4%

Value $32.82M Shares 96,234 Est. Cost — Unrealized —

NTNX NUTANIX INC 2.2%

Value $30.22M Shares 593,076 Est. Cost — Unrealized —

CBRS CEREBRAS SYSTEMS INC 2.1%

Value $28.83M Shares 130,445 Est. Cost — Unrealized —

WEAV WEAVE COMMUNICATIONS INC 1.9%

Value $25.59M Shares 4,272,209 Est. Cost — Unrealized —

IIIV I3 VERTICALS INC 1.8%

Value $23.88M Shares 1,117,986 Est. Cost — Unrealized —

MELI MERCADOLIBRE INC 1.6%

Value $21.66M Shares 12,758 Est. Cost — Unrealized —

CRM SALESFORCE INC ⚠ 1.6%

Value $21.18M Shares 135,175 Est. Cost — Unrealized —

DASH DOORDASH INC 1.3%

Value $18.11M Shares 98,122 Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 1.2%

Value $16.76M Shares 83,760 Est. Cost — Unrealized —

ZS ZSCALER INC 1.1%

Value $15.33M Shares 108,584 Est. Cost — Unrealized —

APPF APPFOLIO INC 1.1%

Value $14.97M Shares 93,340 Est. Cost — Unrealized —

CRDO CREDO TECHNOLOGY GROUP HOLDI 1.1%

Value $14.26M Shares 52,450 Est. Cost — Unrealized —

COHR COHERENT CORP 1.0%

Value $13.85M Shares 35,100 Est. Cost — Unrealized —

CRWD CROWDSTRIKE HOLDINGS INC 0.8%

Value $10.84M Shares 14,205 Est. Cost — Unrealized —

CRM SNAP INC ⚠ 0.7%

Value $9.825M Shares 2,212,795 Est. Cost — Unrealized —

VEEV VEEVA SYS INC 0.6%

Value $7.512M Shares 42,330 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CHYM	CHIME FINL INC	26,185,368	$536M	39.6%	—	—	COM SHS CL A	16935C109
LRCX	LAM RESEARCH CORP	431,266	$187M	13.8%	—	—	COM NEW	512807306
MU	MICRON TECHNOLOGY INC	136,205	$157M	11.6%	—	—	COM	595112103
GOOGL	ALPHABET INC	144,250	$51.55M	3.8%	—	—	CAP STK CL A	02079K305
NU	NU HLDGS LTD	3,383,667	$45.21M	3.3%	—	—	ORD SHS CL A	G6683N103
NTSK	NETSKOPE INC	3,345,759	$36.6M	2.7%	—	—	CL A	64119N608
DDOG	DATADOG INC	132,455	$34.49M	2.5%	—	—	CL A COM	23804L103
PANW	PALO ALTO NETWORKS INC	96,234	$32.82M	2.4%	—	—	COM	697435105
NTNX	NUTANIX INC	593,076	$30.22M	2.2%	—	—	CL A	67059N108
CBRS	CEREBRAS SYSTEMS INC	130,445	$28.83M	2.1%	—	—	COM CL A	15675D103
WEAV	WEAVE COMMUNICATIONS INC	4,272,209	$25.59M	1.9%	—	—	COM	94724R108
IIIV	I3 VERTICALS INC	1,117,986	$23.88M	1.8%	—	—	COM CL A	46571Y107
MELI	MERCADOLIBRE INC	12,758	$21.66M	1.6%	—	—	COM	58733R102
CRM	SALESFORCE INC ⚠	135,175	$21.18M	1.6%	—	—	COM	79466L302
DASH	DOORDASH INC	98,122	$18.11M	1.3%	—	—	CL A	25809K105
NVDA	NVIDIA CORPORATION	83,760	$16.76M	1.2%	—	—	COM	67066G104
ZS	ZSCALER INC	108,584	$15.33M	1.1%	—	—	COM	98980G102
APPF	APPFOLIO INC	93,340	$14.97M	1.1%	—	—	COM CL A	03783C100
CRDO	CREDO TECHNOLOGY GROUP HOLDI	52,450	$14.26M	1.1%	—	—	ORDINARY SHARES	G25457105
COHR	COHERENT CORP	35,100	$13.85M	1.0%	—	—	COM	19247G107
CRWD	CROWDSTRIKE HOLDINGS INC	14,205	$10.84M	0.8%	—	—	CL A	22788C105
CRM	SNAP INC ⚠	2,212,795	$9.825M	0.7%	—	—	CL A	79466L302
VEEV	VEEVA SYS INC	42,330	$7.512M	0.6%	—	—	CL A COM	922475108