Crosslink Capital Inc Portfolio Holdings by Sector
Crosslink Capital Inc
- $634 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
WEAV MNDY DDOG DUOL JAMF 5 stocks |
$135,687
21.4% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
NTNX IIIV PANW CRWD 4 stocks |
$127,025
20.03% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH GOOGL META 3 stocks |
$110,161
17.37% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MU NVDA MRVL 3 stocks |
$69,542
10.97% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
MELI 1 stocks |
$63,104
9.95% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG 1 stocks |
$60,365
9.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$53,939
8.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$14,356
2.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|