AiSiWhale

AI & tech investing

CROSSLINK CAPITAL INC

CIK 1104329

13F filing for Q2 2026・No. 2,128

Holdings
US$1.35B
Quarter change
+US$332.05M
Entries
23
Net bought (estimate)
−US$22.39M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 4
  • Sold out 3
  • Cut 10
  • Added 7
  • Corporate actions 0
  • Unchanged 1

Largest holdings

22 stocks worth US$1.35B, options and bonds left out.

StockThis quarterValueWeight
CHYMCHIME FINL INCCOM SHS CL AUnchangedUS$536.28M39.61%
LRCXLAM RESEARCH CORPCOM NEWCutUS$186.88M13.80%
MUMicronCOMCutUS$157.22M11.61%
GOOGLAlphabetCAP STK CL ACutUS$51.55M3.81%
NUNU HLDGS LTDORD SHS CL AAddedUS$45.21M3.34%
NTSKNETSKOPE INCCL AAddedUS$36.6M2.70%
DDOGDATADOG INCCL A COMAddedSplit 1:2US$34.49M2.55%
PANWPALO ALTO NETWORKS INCCOMCutUS$32.82M2.42%
CRMSALESFORCE INCCOMAddedSplit 15:1US$31M2.29%
NTNXNUTANIX INCCL ACutUS$30.22M2.23%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.