1y return−10.3%S&P 500 +20.9%
3y return+53.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2022: $163 against $165 in the S&P 500.2
Crosslink Capital IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CHYMChime Finl Inc | $536.3M | 39.6% | |
| LRCXLam Research Corp | $186.9M | 13.8% | −11.8% |
| MUMicron Technology Inc | $157.2M | 11.6% | −18.7% |
| GOOGLAlphabet Inc | $51.6M | 3.8% | −31.1% |
| Nu Hldgs LtdCUSIP G6683N103 | $45.2M | 3.3% | +9.8% |
| NTSKNetskope Inc | $36.6M | 2.7% | +4357.4% |
| DDOGDatadog Inc | $34.5M | 2.5% | −39.6% |
| PANWPalo Alto Networks Inc | $32.8M | 2.4% | −1.5% |
| CRMSalesforce Inc | $31.0M | 2.3% | +1626.0% |
| NTNXNutanix Inc | $30.2M | 2.2% | −10.8% |
| CBRSCerebras Systems Inc | $28.8M | 2.1% | New |
| WEAVWeave Communications Inc | $25.6M | 1.9% | |
| IIIVI3 Verticals Inc | $23.9M | 1.8% | +15.7% |
| MELIMercadolibre Inc | $21.7M | 1.6% | −7.9% |
| DASHDoordash Inc | $18.1M | 1.3% | −41.9% |
| NVDANvidia Corporation | $16.8M | 1.2% | −33.6% |
| ZSZscaler Inc | $15.3M | 1.1% | New |
| APPFAppfolio Inc | $15.0M | 1.1% | +30.6% |
| Credo Technology Group HoldiCUSIP G25457105 | $14.3M | 1.1% | New |
| COHRCoherent Corp | $13.8M | 1.0% | New |
| CRWDCrowdstrike Holdings Inc | $10.8M | 0.8% | −37.5% |
| VEEVVeeva Sys Inc | $7.5M | 0.6% | −48.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $32.8M |
| CRWDCrowdstrike Holdings Inc | June 30, 2020 | +661.0% | $10.8M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $186.9M |
| DASHDoordash Inc | March 31, 2023 | +190.3% | $18.1M |
| DDOGDatadog Inc | March 31, 2025 | +162.4% | $34.5M |
| NTNXNutanix Inc | June 30, 2020 | +115.0% | $30.2M |
| MELIMercadolibre Inc | June 30, 2020 | +72.2% | $21.7M |
| GOOGLAlphabet Inc | September 30, 2025 | +47.0% | $51.6M |
| NTSKNetskope Inc | March 31, 2026 | +28.9% | $36.6M |
| NVDANvidia Corporation | March 31, 2026 | +14.7% | $16.8M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +25.0% | +14.8% |
| March 31, 2026 | −17.8% | −4.6% |
| December 31, 2025 | +9.3% | +2.4% |
| September 30, 2025 | −20.1% | +7.8% |
| June 30, 2025 | +15.8% | +10.5% |
| March 31, 2025 | −4.8% | −4.6% |
| December 31, 2024 | +8.6% | +2.1% |
| September 30, 2024 | +10.5% | +5.4% |
| June 30, 2024 | −2.9% | +4.0% |
| March 31, 2024 | +14.9% | +10.0% |
| December 31, 2023 | +23.8% | +11.2% |
| September 30, 2023 | −6.5% | −3.6% |
| June 30, 2023 | +25.3% | +8.3% |
| March 31, 2023 | +22.2% | +7.0% |
| December 31, 2022 | +1.0% | +7.1% |
| September 30, 2022 | +5.2% | −5.3% |
| June 30, 2022 | −34.6% | −16.5% |
| December 31, 2021 | −0.8% | +10.7% |
| September 30, 2021 | −2.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Crosslink Capital Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1104329&type=13F-HR&dateb=&owner=include&count=40CIK 1104329
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1104329/000110432926000015/Filed August 14, 2026 · accession 0001104329-26-000015