Crosslink Capital portfolio
Concentrated managerType not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Crosslink Capital reported a $1.4 bn portfolio of 22 positions to the SEC as of the end of Q2 2026. Its largest positions are CHYM, LRCX, MU. During the quarter it opened Zscaler and Credo Technology Group Holding and exited Figma.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then Crosslink Capital has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
What changed this quarter
22 positions with a change (3 new, 5 added to, 11 trimmed, 3 sold); also, 1 entered through an IPO. 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedCerebras SystemsCBRS2.1% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- Micron Technology−19%fewer sharesReduced5.5% → 11.6%
- Netskope+4,357%more sharesIncreased0.1% → 2.7%
- Salesforce+1,626%more sharesIncreased2.5% → 2.3%
- Lam Research−12%fewer sharesReduced10.2% → 13.8%
- Alphabet−31%fewer sharesReduced5.9% → 3.8%
- Datadog−40%fewer sharesReduced2.5% → 2.5%
- Zscaler+1.1 ppof portfolioNew— → 1.1%
- Credo Technology Group Holding+1.1 ppof portfolioNew— → 1.1%
- Coherent+1.0 ppof portfolioNew— → 1.0%
- DoorDash−42%fewer sharesReduced2.5% → 1.3%
- Figma−0.8 ppof portfolioSold out1.1% → —
- NVIDIA−34%fewer sharesReduced2.2% → 1.2%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Chime FinancialCHYM39.6%
- Lam ResearchLRCX13.8%
- Micron TechnologyMU11.6%
- AlphabetGOOGL3.8%
- Nu HoldingsNU3.3%
- NetskopeNTSK2.7%
- DatadogDDOG2.5%
- Palo Alto NetworksPANW2.4%
- SalesforceCRM2.3%
- NutanixNTNX2.2%
- Cerebras SystemsCBRS2.1%
- Weave CommunicationsWEAV1.9%
- i3 VerticalsIIIV1.8%
- MercadoLibreMELI1.6%
- DoorDashDASH1.3%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 50%
- ● Financials 43%
- ● Communication Services 4%
- ● Consumer Discretionary 3%
- ● Health Care 1%
How its portfolio changed (8 quarters)
Q2 2026: 22
Q2 2026: 84%
Q2 2026: 11.9%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified. It meets the portfolio criteria of a concentrated manager, but its type is not verified: we found no official document that is enough to say what kind of entity it is. It may be an investment firm, but also an adviser adding up client accounts, a bank or a family vehicle. It counts in the tallies like the rest; keep that in mind when reading it. How the type is assigned
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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