CROSSLINK CAPITAL INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SALESFORCE INC(CRM) | 0 | 136,035 | +136,035 | 0 | 25,393,653 | 2.49% | +25,393,653 |
| NVIDIA CORPORATION(NVDA) | 0 | 126,100 | +126,100 | 0 | 21,991,840 | 2.15% | +21,991,840 |
| NU HLDGS LTD(NU) | 1,656,595 | 3,082,400 | +1,425,805 | 27,731,400 | 44,294,088 | 4.33% | +16,562,688 |
| DATADOG INC(DDOG) | 92,175 | 219,265 | +127,090 | 12,534,878 | 25,884,233 | 2.53% | +13,349,355 |
| FIGMA INC(FIG) | 0 | 517,380 | +517,380 | 0 | 10,937,413 | 1.07% | +10,937,413 |
| MICRON TECHNOLOGY INC(MU) | 165,125 | 167,530 | +2,405 | 47,128,326 | 56,598,335 | 5.54% | +9,470,009 |
| SERVICENOW INC(NOW) | 0 | 67,720 | +67,720 | 0 | 7,080,126 | 0.69% | +7,080,126 |
| LAM RESEARCH CORP(LRCX) | 572,707 | 489,009 | -83,698 | 98,035,984 | 104,481,663 | 10.23% | +6,445,679 |
| APPFOLIO INC(APPF) | 25,025 | 71,490 | +46,465 | 5,822,066 | 11,282,552 | 1.10% | +5,460,486 |
| CROWDSTRIKE HOLDINGS INC(CRWD) | 17,185 | 22,715 | +5,530 | 8,055,641 | 8,868,163 | 0.87% | +812,522 |
| NETSKOPE INC(NTSK) | 0 | 75,060 | +75,060 | 0 | 637,259 | 0.06% | +637,259 |
| ALPHABET INC(GOOG) | 193,700 | 209,450 | +15,750 | 60,628,100 | 60,229,442 | 5.89% | -398,658 |
| I3 VERTICALS INC | 951,216 | 966,001 | +14,785 | 23,961,131 | 21,599,782 | 2.11% | -2,361,349 |
| DOORDASH INC(DASH) | 145,817 | 168,992 | +23,175 | 33,024,634 | 25,374,149 | 2.48% | -7,650,485 |
| WEAVE COMMUNICATIONS INC | 3,635,916 | 4,246,858 | +610,942 | 27,596,602 | 19,620,484 | 1.92% | -7,976,118 |
| PALO ALTO NETWORKS INC(PANW) | 130,778 | 97,689 | -33,089 | 24,089,308 | 15,661,500 | 1.53% | -8,427,808 |
| MARVELL TECHNOLOGY INC(MRVL) | 141,450 | 0 | -141,450 | 12,020,421 | 0 | — | -12,020,421 |
| NUTANIX INC(NTNX) | 751,246 | 664,911 | -86,335 | 38,831,906 | 25,273,267 | 2.47% | -13,558,639 |
| VEEVA SYS INC(VEEV) | 127,255 | 81,860 | -45,395 | 28,407,134 | 14,379,528 | 1.41% | -14,027,606 |
| BOOKING HOLDINGS INC(BKNG) | 3,714 | 0 | -3,714 | 19,889,696 | 0 | — | -19,889,696 |
| MONDAY COM LTD SHS | 162,225 | 0 | -162,225 | 23,937,921 | 0 | — | -23,937,921 |
| EVERPURE INC(P) | 482,845 | 132,160 | -350,685 | 32,355,443 | 7,802,726 | 0.76% | -24,552,717 |
| PENGUIN SOLUTIONS INC(PENG) | 1,312,330 | 0 | -1,312,330 | 25,669,175 | 0 | — | -25,669,175 |
| MERCADOLIBRE INC(MELI) | 27,969 | 13,848 | -14,121 | 56,336,838 | 23,943,469 | 2.34% | -32,393,369 |
| CHIME FINL INC(CHYM) | 27,215,341 | 26,185,368 | -1,029,973 | 685,010,133 | 490,451,943 | 48.00% | -194,558,190 |