CROSSLINK CAPITAL INC Diversified Active

Location: Menlo Park, CA

CIK: 0001104329 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $1.022B (100.0% shares, 0.0% debt)

Holdings (21)

New Positions (5)

CRM SALESFORCE INC 2.5%

Value $25.39M Shares 136,035 Est. Cost $215.77 Unrealized 0.0%

NVDA NVIDIA CORPORATION 2.2%

Value $21.99M Shares 126,100 Est. Cost $186.63 Unrealized 0.0%

FIG FIGMA INC 1.1%

Value $10.94M Shares 517,380 Est. Cost $28.40 Unrealized 0.0%

NOW SERVICENOW INC 0.7%

Value $7.08M Shares 67,720 Est. Cost $121.19 Unrealized 0.0%

NTSK NETSKOPE INC 0.1%

Value $637K Shares 75,060 Est. Cost $13.93 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CRM	SALESFORCE INC	136,035	$25.39M	2.5%	$215.77	0.0%	COM	79466L302
NVDA	NVIDIA CORPORATION	126,100	$21.99M	2.2%	$186.63	0.0%	COM	67066G104
FIG	FIGMA INC	517,380	$10.94M	1.1%	$28.40	0.0%	CLASS A COM STK	316841105
NOW	SERVICENOW INC	67,720	$7.08M	0.7%	$121.19	0.0%	COM	81762P102
NTSK	NETSKOPE INC	75,060	$637K	0.1%	$13.93	0.0%	CL A	64119N608

Increased Positions (9)

NU NU HLDGS LTD 4.3%

Value $44.29M (+59.7%) Shares 3,082,400 (+86.1%) Est. Cost $16.66 Unrealized +4.1%

DDOG DATADOG INC 2.5%

Value $25.88M (+106.5%) Shares 219,265 (+137.9%) Est. Cost $121.79 Unrealized +1.8%

MU MICRON TECHNOLOGY INC 5.5%

Value $56.6M (+20.1%) Shares 167,530 (+1.5%) Est. Cost $104.38 Unrealized +270.8%

WEAV WEAVE COMMUNICATIONS INC 1.9%

Value $19.62M (-28.9%) Shares 4,246,858 (+16.8%) Est. Cost $8.53 Unrealized -25.2%

DASH DOORDASH INC 2.5%

Value $25.37M (-23.2%) Shares 168,992 (+15.9%) Est. Cost $85.90 Unrealized +129.0%

APPF APPFOLIO INC 1.1%

Value $11.28M (+93.8%) Shares 71,490 (+185.7%) Est. Cost $213.33 Unrealized -6.1%

IIIV I3 VERTICALS INC 2.1%

Value $21.6M (-9.9%) Shares 966,001 (+1.6%) Est. Cost $24.25 Unrealized -3.0%

CRWD CROWDSTRIKE HOLDINGS INC 0.9%

Value $8.868M (+10.1%) Shares 22,715 (+32.2%) Est. Cost $256.14 Unrealized +68.3%

GOOGL ALPHABET INC 5.9%

Value $60.23M (-0.7%) Shares 209,450 (+8.1%) Est. Cost $230.30 Unrealized +40.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HLDGS LTD	3,082,400 (+86.1%)	$44.29M (+59.7%)	4.3%	$16.66	+4.1%	ORD SHS CL A	G6683N103
DDOG	DATADOG INC	219,265 (+137.9%)	$25.88M (+106.5%)	2.5%	$121.79	+1.8%	CL A COM	23804L103
MU	MICRON TECHNOLOGY INC	167,530 (+1.5%)	$56.6M (+20.1%)	5.5%	$104.38	+270.8%	COM	595112103
WEAV	WEAVE COMMUNICATIONS INC	4,246,858 (+16.8%)	$19.62M (-28.9%)	1.9%	$8.53	-25.2%	COM	94724R108
DASH	DOORDASH INC	168,992 (+15.9%)	$25.37M (-23.2%)	2.5%	$85.90	+129.0%	CL A	25809K105
APPF	APPFOLIO INC	71,490 (+185.7%)	$11.28M (+93.8%)	1.1%	$213.33	-6.1%	COM CL A	03783C100
IIIV	I3 VERTICALS INC	966,001 (+1.6%)	$21.6M (-9.9%)	2.1%	$24.25	-3.0%	COM CL A	46571Y107
CRWD	CROWDSTRIKE HOLDINGS INC	22,715 (+32.2%)	$8.868M (+10.1%)	0.9%	$256.14	+68.3%	CL A	22788C105
GOOGL	ALPHABET INC	209,450 (+8.1%)	$60.23M (-0.7%)	5.9%	$230.30	+40.4%	CAP STK CL A	02079K305

Exited Positions (4)

PENG PENGUIN SOLUTIONS INC 2.5%

Value $25.67M Shares 1,312,330 Est. Cost $24.46 Unrealized -20.0%

MNDY MONDAY COM LTD 2.3%

Value $23.94M Shares 162,225 Est. Cost $243.04 Unrealized -55.0%

BKNG BOOKING HOLDINGS INC 1.9%

Value $19.89M Shares 3,714 Est. Cost $3775.05 Unrealized +26.7%

MRVL MARVELL TECHNOLOGY INC 1.2%

Value $12.02M Shares 141,450 Est. Cost $81.85 Unrealized -1.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PENG	PENGUIN SOLUTIONS INC	1,312,330	$25.67M	2.5%	$24.46	-20.0%	—	706915105
MNDY	MONDAY COM LTD	162,225	$23.94M	2.3%	$243.04	-55.0%	—	M7S64H106
BKNG	BOOKING HOLDINGS INC	3,714	$19.89M	1.9%	$3775.05	+26.7%	—	09857L108
MRVL	MARVELL TECHNOLOGY INC	141,450	$12.02M	1.2%	$81.85	-1.0%	—	573874104

Decreased Positions (7)

CHYM CHIME FINL INC 48.0%

Value $490M (-28.4%) Shares 26,185,368 (-3.8%) Est. Cost $32.95 Unrealized -27.2%

MELI MERCADOLIBRE INC 2.3%

Value $23.94M (-57.5%) Shares 13,848 (-50.5%) Est. Cost $1315.49 Unrealized +57.1%

PSTG EVERPURE INC 0.8%

Value $7.803M (-75.9%) Shares 132,160 (-72.6%) Est. Cost $55.97 Unrealized +26.8%

VEEV VEEVA SYS INC 1.4%

Value $14.38M (-49.4%) Shares 81,860 (-35.7%) Est. Cost $239.82 Unrealized -15.0%

NTNX NUTANIX INC 2.5%

Value $25.27M (-34.9%) Shares 664,911 (-11.5%) Est. Cost $36.26 Unrealized +20.4%

PANW PALO ALTO NETWORKS INC 1.5%

Value $15.66M (-35.0%) Shares 97,689 (-25.3%) Est. Cost $123.80 Unrealized +39.1%

LRCX LAM RESEARCH CORP 10.2%

Value $104M (+6.6%) Shares 489,009 (-14.6%) Est. Cost $75.57 Unrealized +199.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CHYM	CHIME FINL INC	26,185,368 (-3.8%)	$490M (-28.4%)	48.0%	$32.95	-27.2%	COM SHS CL A	16935C109
MELI	MERCADOLIBRE INC	13,848 (-50.5%)	$23.94M (-57.5%)	2.3%	$1315.49	+57.1%	COM	58733R102
PSTG	EVERPURE INC	132,160 (-72.6%)	$7.803M (-75.9%)	0.8%	$55.97	+26.8%	CL A	74624M102
VEEV	VEEVA SYS INC	81,860 (-35.7%)	$14.38M (-49.4%)	1.4%	$239.82	-15.0%	CL A COM	922475108
NTNX	NUTANIX INC	664,911 (-11.5%)	$25.27M (-34.9%)	2.5%	$36.26	+20.4%	CL A	67059N108
PANW	PALO ALTO NETWORKS INC	97,689 (-25.3%)	$15.66M (-35.0%)	1.5%	$123.80	+39.1%	COM	697435105
LRCX	LAM RESEARCH CORP	489,009 (-14.6%)	$104M (+6.6%)	10.2%	$75.57	+199.0%	COM NEW	512807306