StockDriftsStockDriftsTop 21 Crosslink Capital INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CHYM | CHIME FINL INC | 39.61% | 26.19M | $536.3M | +0.00%(+0) | $34.51(-7.22%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 13.8% | 431.3K | $186.9M | -11.81%(-57.74K) | $62.48(+440.07%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 11.61% | 136.2K | $157.2M | -18.70%(-31.32K) | $105.39(+862.85%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.81% | 144.3K | $51.6M | -31.13%(-65.20K) | $227.69(+51.40%) | 2026-06-30 | |
| NU | NU HLDGS LTD | 3.34% | 3.38M | $45.2M | +9.77%(+301.27K) | $15.77(-5.28%) | 2026-06-30 | |
| NTSK | NETSKOPE INC | 2.7% | 3.35M | $36.6M | +4357.45%(+3.27M) | $9.58(+65.05%) | 2026-06-30 | |
| DDOG | DATADOG INC | 2.55% | 132.5K | $34.5M | -39.59%(-86.81K) | $123.90(+106.18%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.42% | 96.2K | $32.8M | -1.49%(-1.46K) | $28.45(+1229.36%) | 2026-06-30 | |
| CRM | SNAP INC | 2.29% | 2.35M | $31.0M | +1626.00%(+2.21M) | $174.03(+10.61%) | 2026-06-30 | |
| NTNX | NUTANIX INC | 2.23% | 593.1K | $30.2M | -10.80%(-71.83K) | $35.29(+88.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.43% | +70.33% | +9.64% | +58.46% |
| Top 20 Holdings Unweighted | +26.14% | +100.68% | +7.53% | +43.73% |
Crosslink Capital INC reports $1.35B in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are CHYM (39.6%), LRCX (13.8%) and MU (11.6%). The top 20 holdings account for 97.3% of reported assets. Its disclosed equity book has returned +70.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Crosslink Capital INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1104329). View Crosslink Capital INC’s 13F filings on SEC