Q2 2026 13F · SEC CIK 1104329
Crosslink Capital Inc
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.4B
- Reported positions
- 22
- Top holdings a year, 3 yrs
- +29.7%
- Assets under management
- $3.9B
Crosslink Capital Inc is a hedge fund that reported 22 positions worth $1.4B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Chime Financial Inc (CHYM, 39.6%), Lam Research Corp (LRCX, 13.8%), Micron Technology Inc (MU, 11.6%). A portfolio copying its top holdings returned 29.7% a year over the last 3 years, against 20.4% for the S&P 500.
Crosslink Capital Inc holdings all 22 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| CHYMChime Financial Inc | 39.6% | +0.0% | $536.3M |
| LRCXLam Research Corp | 13.8% | -11.8% | $186.9M |
| MUMicron Technology Inc | 11.6% | -18.7% | $157.2M |
| GOOGLAlphabet Inc | 3.8% | -31.1% | $51.6M |
| NUNu Hldgs Ltd | 3.3% | +9.8% | $45.2M |
| NTSKNetskope Inc - Class A | 2.7% | +4357.4% | $36.6M |
| DDOGDatadog Inc | 2.5% | -39.6% | $34.5M |
| PANWPalo Alto Networks Inc | 2.4% | -1.5% | $32.8M |
| CRMSalesforce Inc | 2.3% | +1626.0% | $31.0M |
| NTNXNutanix Inc | 2.2% | -10.8% | $30.2M |
| CBRSCerebras Systems Inc | 2.1% | — | $28.8M |
| WEAVWeave Communications Inc | 1.9% | +0.6% | $25.6M |
| IIIVI3 Verticals Inc | 1.8% | +15.7% | $23.9M |
| MELIMercadolibre Inc | 1.6% | -7.9% | $21.7M |
| DASHDoordash Inc | 1.3% | -41.9% | $18.1M |
| NVDANvidia Corporation | 1.2% | -33.6% | $16.8M |
| ZSZscaler Inc | 1.1% | — | $15.3M |
| APPFAppfolio Inc | 1.1% | +30.6% | $15.0M |
| CRDOCredo Technology Group Holdi | 1.1% | — | $14.3M |
| COHRCoherent Corp | 1.0% | — | $13.8M |
| CRWDCrowdstrike Hldgs Inc | 0.8% | -37.5% | $10.8M |
| VEEVVeeva Sys Inc | 0.6% | -48.3% | $7.5M |
What Crosslink Capital Inc bought and sold in Q2 2026, against Q1 2026.
New positions
- CBRS Cerebras Systems Inc2.1% of 13F
- ZS Zscaler Inc1.1% of 13F
- CRDO Credo Technology Group Holdi1.1% of 13F
- COHR Coherent Corp1.0% of 13F
Added to
- NTSK Netskope Inc - Class A+4357.4% shares
- CRM Salesforce Inc+1626.0% shares
- APPF Appfolio Inc+30.6% shares
- IIIV I3 Verticals Inc+15.7% shares
- NU Nu Hldgs Ltd+9.8% shares
Reduced
- VEEV Veeva Sys Inc-48.3% shares
- DASH Doordash Inc-41.9% shares
- DDOG Datadog Inc-39.6% shares
- CRWD Crowdstrike Hldgs Inc-37.5% shares
- NVDA Nvidia Corporation-33.6% shares
- GOOGL Alphabet Inc-31.1% shares
- MU Micron Technology Inc-18.7% shares
- LRCX Lam Research Corp-11.8% shares
Sold out
- FIG Figma Incwas 1.1%
- PSTG Everpure Incwas 0.8%
- NOW Servicenow Incwas 0.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +30.1% /yr
- S&P 500 +20.1%
- 3 years
- +29.7% /yr
- S&P 500 +20.4%
- 5 years
- +13.8% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.4B | 22 |
| Q1 2026 | $1.0B | 21 |
| Q4 2025 | $1.3B | 20 |
| Q3 2025 | $1.4B | 23 |
| Q2 2025 | $1.8B | 21 |
| Q1 2025 | $643.0M | 18 |
| Q4 2024 | $718.9M | 19 |
| Q3 2024 | $744.7M | 19 |
| Q2 2024 | $716.2M | 19 |
| Q1 2024 | $702.1M | 18 |
| Q4 2023 | $673.5M | 18 |
| Q3 2023 | $529.9M | 19 |
Questions about Crosslink Capital Inc's portfolio
What stocks does Crosslink Capital Inc own?
Crosslink Capital Inc's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 22 positions worth $1.4B. The largest are Chime Financial Inc (CHYM) at 39.6%, Lam Research Corp (LRCX) at 13.8%, Micron Technology Inc (MU) at 11.6%, Alphabet Inc (GOOGL) at 3.8% and Nu Hldgs Ltd (NU) at 3.3%.
What did Crosslink Capital Inc buy last quarter?
In Q2 2026, Crosslink Capital Inc added a new position in Cerebras Systems Inc (CBRS), a new position in Zscaler Inc (ZS), a new position in Credo Technology Group Holdi (CRDO), a new position in Coherent Corp (COHR), Netskope Inc - Class A (NTSK) (+4357.4% shares), Salesforce Inc (CRM) (+1626.0% shares) and Appfolio Inc (APPF) (+30.6% shares), compared with its Q1 2026 filing.
What did Crosslink Capital Inc sell last quarter?
In Q2 2026, Crosslink Capital Inc sold all of Figma Inc (FIG), sold all of Everpure Inc (PSTG), sold all of Servicenow Inc (NOW), Veeva Sys Inc (VEEV) (-48.3% shares), Doordash Inc (DASH) (-41.9% shares) and Datadog Inc (DDOG) (-39.6% shares), compared with its Q1 2026 filing.
How has Crosslink Capital Inc's portfolio performed?
A portfolio copying Crosslink Capital Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +29.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +30.1% against +20.1%. Over 5 years: +13.8% a year against +11.6%.
When is Crosslink Capital Inc's next 13F filing due?
13F filings are due 45 days after each quarter ends. Crosslink Capital Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Crosslink Capital Inc manage?
Crosslink Capital Inc reported $3.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.