CROSSLINK CAPITAL INC

Q1 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$1,021,786
Net value change ($000)
-269,281 (-20.9%)
New positions
5
Sold out positions
4
Turnover %
14.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CRM 25,394 NEW
NVDA 21,992 NEW
NU 16,563 59.7%
DDOG 13,349 106.5%
FIG 10,937 NEW
MU 9,470 20.1%
NOW 7,080 NEW
LRCX 6,446 6.6%
APPF 5,461 93.8%
CRWD 812 10.1%
Top Reduces (Value $000, Stocks/ETFs)
CHYM -194,558 -28.4%
MELI -32,394 -57.5%
PENG -25,669 -100.0%
PSTG -24,552 -75.9%
MNDY -23,938 -100.0%
BKNG -19,890 -100.0%
VEEV -14,027 -49.4%
NTNX -13,559 -34.9%
MRVL -12,020 -100.0%
PANW -8,427 -35.0%
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