$654 Million is the total value of CROSSLINK CAPITAL INC's 23 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 18.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MELI | Buy | MERCADOLIBRE INC | $89,139,000 | +76.9% | 46,670 | +0.3% | 13.64% | +26.9% |
PANW | Buy | PALO ALTO NETWORKS INC | $64,343,000 | +64.3% | 166,107 | +3.8% | 9.84% | +17.8% |
NTNX | Buy | NUTANIX INC - Acl a | $63,441,000 | +143.5% | 1,948,438 | +65.9% | 9.70% | +74.6% |
LRCX | Buy | LAM RESEARCH CORP | $53,113,000 | +60.4% | 102,918 | +3.1% | 8.12% | +15.1% |
MU | Buy | MICRON TECHNOLOGY INC | $44,223,000 | +192.7% | 541,818 | +68.4% | 6.76% | +110.0% |
MRVL | Buy | MARVELL TECHNOLOGY GROUP LTDord | $24,499,000 | +109.6% | 463,466 | +57.4% | 3.75% | +50.3% |
EEFT | Buy | EURONET WORLDWIDE INC | $24,430,000 | +90.2% | 190,116 | +34.9% | 3.74% | +36.4% |
CRM | Buy | SALESFORCE.COM INC | $19,417,000 | +2.8% | 82,906 | +10.3% | 2.97% | -26.3% |
IIIV | Buy | I3 VERTICALS INC-CLASS A | $10,191,000 | +31.3% | 335,012 | +9.0% | 1.56% | -5.8% |
AVLR | Buy | AVALARA INC | $8,679,000 | +32.7% | 53,102 | +3.4% | 1.33% | -4.8% |
GDYN | Buy | GRID DYNAMICS HOLDINGS INCcl a | $3,993,000 | +97.7% | 280,806 | +7.5% | 0.61% | +41.8% |
EAR | New | Eargo | $3,085,000 | – | 76,481 | +100.0% | 0.47% | – |
New | Uber | $2,887,000 | – | 56,604 | +100.0% | 0.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PALO ALTO NETWORKS INC | 41 | Q3 2023 | 13.8% |
SALESFORCE INC | 41 | Q3 2023 | 9.5% |
LAM RESEARCH CORP | 40 | Q3 2023 | 10.9% |
EURONET WORLDWIDE INC | 40 | Q3 2023 | 7.6% |
FORMFACTOR INC | 30 | Q3 2020 | 2.7% |
MERCADOLIBRE INC | 27 | Q3 2023 | 13.6% |
META PLATFORMS INC-CLASS A | 26 | Q3 2023 | 8.5% |
SMART GLOBAL HOLDINGS INC | 26 | Q3 2023 | 9.2% |
Worldpay Inc | 25 | Q2 2019 | 7.6% |
PANDORA MEDIA INC | 23 | Q4 2018 | 53.5% |
View CROSSLINK CAPITAL INC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
Weave Communications, Inc. | November 22, 2021 | 8,877,201 | 14.1% |
Coupa Software Inc | February 12, 2018 | 1,982,080 | 3.6% |
Carbonite Inc | December 02, 2016 | 1,340,356 | 4.9% |
MARIN SOFTWARE INC | February 16, 2016 | 1,357,017 | 3.7% |
Pandora Media, Inc. | February 17, 2015 | 9,205,552 | 4.4% |
AUTHENTEC INC | February 14, 2012 | 1,192,008 | 2.7% |
Ancestry.com Inc. | February 14, 2011 | 1,746,315 | 3.9% |
ADEPT TECHNOLOGY INC | February 16, 2010 | 432,937 | 5.1% |
Support.com, Inc.Sold out | February 16, 2010 | 0 | 0.0% |
EGAIN COMMUNICATIONS CORPSold out | February 17, 2009 | 0 | 0.0% |
View CROSSLINK CAPITAL INC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
4 | 2023-05-26 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
4 | 2022-05-31 |
13F-HR | 2022-05-16 |
View CROSSLINK CAPITAL INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.