CROSSLINK CAPITAL INC

Q3 2025 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
23
Total value ($000)
$1,374,913
Net value change ($000)
-381,101 (-21.7%)
New positions
4
Sold out positions
2
Turnover %
12.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PENG 48,567 NEW
GOOGL 38,742 NEW
PSTG 34,274 131.4%
LRCX 22,783 28.7%
MNDY 20,551 108.5%
NVDA 6,022 56.3%
VEEV 5,816 12.1%
MRVL 4,780 NEW
MU 2,831 6.3%
JAMF 1,601 14.2%
Top Reduces (Value $000, Stocks/ETFs)
CHYM -419,405 -41.6%
PENG -70,935 -100.0%
META -17,157 -41.7%
WEAV -11,606 -19.7%
CLBT -11,148 -100.0%
NTNX -10,090 -15.8%
DUOL -7,057 -32.1%
CRWD -5,769 -29.0%
BKNG -5,286 -26.9%
IIIV -3,965 -11.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type