☆CROSSLINK CAPITAL INC
Quality Q
0.783
AUM ($M)
1,354
Positions
22
Turnover
0.19
Top-10 wt
84%
Herfindahl
0.197
History (qtrs)
6
Excess Return
-22.2%
AI Eval Run AI Eval
Holdings · 25 positions · portfolio value $1,354M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆CHYM funds › | CHIME FINL INC | HOLD | — | 39.6% | -8.4% | 536.3 | 26,185,368 | +0 | 5 | -39.0% |
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 13.8% | +3.6% | 186.9 | 431,266 | -57,743 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 11.6% | +6.1% | 157.2 | 136,205 | -31,325 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 3.8% | -2.1% | 51.6 | 144,250 | -65,200 | 4 | +48.4% |
| ☆NU funds › | NU HLDGS LTD | ADD | — | 3.3% | -1.0% | 45.2 | 3,383,667 | +301,267 | 3 | -27.7% |
| ☆NTSK funds › | NETSKOPE INC | ADD | — | 2.7% | +2.6% | 36.6 | 3,345,759 | +3,270,699 | 2 | +66.9% re-entry |
| ☆DDOG funds › | DATADOG INC | TRIM | — | 2.5% | +0.0% | 34.5 | 132,455 | -86,810 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 2.4% | +0.9% | 32.8 | 96,234 | -1,455 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 2.3% | -0.2% | 31.0 | 2,347,970 | +2,211,935 | 2 | -16.6% |
| ☆CUSIP:67059N108 funds › | NUTANIX INC | TRIM | — | 2.2% | -0.2% | 30.2 | 593,076 | -71,835 | 5 | — |
| ☆CBRS funds › | CEREBRAS SYSTEMS INC | NEW | — | 2.1% | +2.1% | 28.8 | 130,445 | +130,445 | 1 | -95.9% |
| ☆WEAV funds › | WEAVE COMMUNICATIONS INC | ADD | — | 1.9% | -0.0% | 25.6 | 4,272,209 | +25,351 | 5 | — |
| ☆IIIV funds › | I3 VERTICALS INC | ADD | — | 1.8% | -0.4% | 23.9 | 1,117,986 | +151,985 | 5 | — |
| ☆MELI funds › | MERCADOLIBRE INC | TRIM | — | 1.6% | -0.7% | 21.7 | 12,758 | -1,090 | 5 | — |
| ☆DASH funds › | DOORDASH INC | TRIM | — | 1.3% | -1.1% | 18.1 | 98,122 | -70,870 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 1.2% | -0.9% | 16.8 | 83,760 | -42,340 | 2 | +18.5% re-entry |
| ☆ZS funds › | ZSCALER INC | NEW | — | 1.1% | +1.1% | 15.3 | 108,584 | +108,584 | 1 | -1.3% |
| ☆APPF funds › | APPFOLIO INC | ADD | — | 1.1% | +0.0% | 15.0 | 93,340 | +21,850 | 3 | -43.3% |
| ☆CRDO funds › | CREDO TECHNOLOGY GROUP HOLDI | NEW | — | 1.1% | +1.1% | 14.3 | 52,450 | +52,450 | 1 | +701.8% |
| ☆COHR funds › | COHERENT CORP | NEW | — | 1.0% | +1.0% | 13.8 | 35,100 | +35,100 | 1 | -60.3% |
| ☆CRWD funds › | CROWDSTRIKE HOLDINGS INC | TRIM | — | 0.8% | -0.1% | 10.8 | 14,205 | -8,510 | 5 | — |
| ☆VEEV funds › | VEEVA SYS INC | TRIM | — | 0.6% | -0.9% | 7.5 | 42,330 | -39,530 | 5 | — |
| ☆FIG funds › | FIGMA INC | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -517,380 | 0 | -15.0% |
| ☆NOW funds › | SERVICENOW INC | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -67,720 | 0 | -48.3% |
| ☆P funds › | EVERPURE INC | EXIT | — | 0.0% | -0.8% | 0.0 | 0 | -132,160 | 0 | +10.5% |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,354 | 22 | 0.19 | 84% | 0.197 | 0.781 | — | in |
| 2026Q1 | 1,022 | 21 | 0.17 | 86% | 0.254 | 0.796 | — | in |
| 2025Q4 | 1,291 | 20 | 0.16 | 86% | 0.298 | 0.796 | — | in |
| 2025Q3 | 1,375 | 23 | 0.20 | 81% | 0.205 | 0.708 | — | in |
| 2025Q2 | 1,756 | 21 | 0.60 | 87% | 0.342 | 0.138 | — | entered |
| 2025Q1 | 643 | 18 | 0.00 | 78% | 0.073 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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