CROSSLINK CAPITAL INC

Q2 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$1,353,841
Net value change ($000)
+332,055 (32.5%)
New positions
4
Sold out positions
3
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 100,622 177.8%
LRCX 82,398 78.9%
CHYM 45,824 9.3%
NTSK 35,966 5646.2%
CEREBRAS SYSTEMS INC 28,828 NEW
PANW 17,156 109.5%
ZS 15,327 NEW
CRDO 14,264 NEW
COHR 13,846 NEW
DDOG 8,602 33.2%
Top Reduces (Value $000, Stocks/ETFs)
CRM -15,569 -61.3%
FIG -10,937 -100.0%
GOOGL -8,678 -14.4%
PSTG -7,803 -100.0%
DASH -7,268 -28.6%
NOW -7,080 -100.0%
VEEV -6,868 -47.8%
NVDA -5,232 -23.8%
MELI -2,288 -9.6%
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