Data as of Q4 2025 (Dec 31, 2025)

CROSSLINK CAPITAL INC

•CIK: 1104329•Filing: Q4 2025

**CROSSLINK CAPITAL INC** manages $1.3B across a concentrated portfolio of 20 positions. The fund exhibits significant conviction in select names, with its largest holding in CHYM representing $685.0M. Further notable allocations include LRCX at $98.0M and GOOGL at $60.6M. This structure suggests a high-conviction, deep-value approach targeting outsized returns within its chosen sectors.

Total AUM
$1.3B
QoQ Performance
-6.1%
Positions
20
Top 10 Concentration
85.8%
Latest Filing
Q4 2025

Top Holdings Allocation

CHYM
LRCX
CHYM53.1%
LRCX7.6%
GOOGL4.7%
MLB14.4%
MU3.7%
NTNX3.0%
DASH2.6%
PSTG2.5%

📈 Biggest Buys

NU
NU HLDGS LTD
NEW
2.1% of portfolio
GOOGL
ALPHABET INC
+21.5%
4.7% of portfolio
MRVL
MARVELL TECHNOLOGY INC
+148.8%
0.9% of portfolio
APPF
APPFOLIO INC
NEW
0.5% of portfolio
BKNG
BOOKING HOLDINGS INC
+39.7%
1.5% of portfolio

📉 Biggest Sells

CHYM
CHIME FINL INC
-6.9%
53.1% of portfolio
MU
MICRON TECHNOLOGY INC
-42.5%
3.7% of portfolio
LRCX
LAM RESEARCH CORP
-25.0%
7.6% of portfolio
WEAV
WEAVE COMMUNICATIONS INC
-48.6%
2.1% of portfolio
PSTG
PURE STORAGE INC
-33.0%
2.5% of portfolio

Sector Breakdown

Other86.2%
Technology12.3%
Consumer1.5%

🚪 Exited Positionssold since Q3 2025

META
META PLATFORMS INC
SOLD
$24.0M
NVDA
NVIDIA CORPORATION
SOLD
$16.7M
DUOL
DUOLINGO INC
SOLD
$14.9M
JAMF
JAMF HLDG CORP
SOLD
$12.9M
NTSK
NETSKOPE INC
SOLD
$113.7K

Changes from Q3 2025

NEW2 new positions
↑6 increased
↓12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

CHYM53.1%
CHIME FINL INC
$685.0M
LRCX7.6%
LAM RESEARCH CORP
$98.0M
GOOGL4.7%
ALPHABET INC
$60.6M
MLB14.4%
MERCADOLIBRE INC
$56.3M
MU3.7%
MICRON TECHNOLOGY INC
$47.1M

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