Investor
CROSSLINK CAPITAL INC
CIK 0001104329 · filed 2026-05-15 · SEC filing
13F book
$1.02B
Positions
21
5 new · 4 sold
Largest name
48.0%
Chime Finl Inc
Est. mark
−$197.9M
Price effect on 16 names still held. Flow −$71.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Chime Finl Inc | — | 26.2M | $490.5M | 48.0% | −$168.6M | Cut−$194.6M |
| Lam Research Corp | LRCX | 489K | $104.5M | 10.2% | $20.8M | Cut$6.45M |
| Alphabet Inc | — | 209.4K | $60.2M | 5.9% | −$4.93M | Added−$398.7K |
| Micron Technology Inc | MU | 167.5K | $56.6M | 5.5% | $8.66M | Added$9.47M |
| Nu Hldgs Ltd | — | 3.08M | $44.3M | 4.3% | −$3.93M | Added$16.6M |
| Datadog, Inc. | DDOG | 219.3K | $25.9M | 2.5% | −$1.65M | Added$13.3M |
| Salesforce, Inc. | CRM | 136K | $25.4M | 2.5% | — | New |
| DoorDash, Inc. | DASH | 169K | $25.4M | 2.5% | −$11.1M | Added−$7.65M |
| Nutanix, Inc. | NTNX | 664.9K | $25.3M | 2.5% | −$9.1M | Cut−$13.6M |
| Mercadolibre Inc | MELI | 13.8K | $23.9M | 2.3% | −$3.95M | Cut−$32.4M |
| Nvidia Corp | NVDA | 126.1K | $22M | 2.2% | — | New |
| i3 Verticals, Inc. | IIIV | 966K | $21.6M | 2.1% | −$2.69M | Added−$2.36M |
| Weave Communications, Inc. | WEAV | 4.25M | $19.6M | 1.9% | −$10.8M | Added−$7.98M |
| Palo Alto Networks Inc | PANW | 97.7K | $15.7M | 1.5% | −$2.33M | Cut−$8.43M |
| Veeva Sys Inc | — | 81.9K | $14.4M | 1.4% | −$3.89M | Cut−$14M |
| Appfolio Inc | APPF | 71.5K | $11.3M | 1.1% | −$1.87M | Added$5.46M |
| Figma, Inc. | FIG | 517.4K | $10.9M | 1.1% | — | New |
| Crowdstrike Hldgs Inc | — | 22.7K | $8.87M | 0.9% | −$1.35M | Added$812.5K |
| Pure Storage Inc | P | 132.2K | $7.8M | 0.8% | −$1.05M | Cut−$24.6M |
| ServiceNow, Inc. | NOW | 67.7K | $7.08M | 0.7% | — | New |
| Netskope Inc | NTSK | 75.1K | $637.3K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.