CROSSLINK CAPITAL INC

Q4 2025 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$1,291,067
Net value change ($000)
-83,846 (-6.1%)
New positions
2
Sold out positions
5
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
CHYM 95,094 16.1%
NU 27,731 NEW
GOOGL 21,886 56.5%
MRVL 7,240 151.5%
APPF 5,822 NEW
BKNG 5,533 38.5%
Top Reduces (Value $000, Stocks/ETFs)
PSTG -28,010 -46.4%
VEEV -25,533 -47.3%
META -24,013 -100.0%
PENG -22,898 -47.1%
WEAV -19,679 -41.6%
NVDA -16,722 -100.0%
MNDY -15,549 -39.4%
NTNX -15,043 -27.9%
DUOL -14,937 -100.0%
DASH -14,383 -30.3%
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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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type