CROSSLINK CAPITAL INC logo

CROSSLINK CAPITAL INC

Venture Capital

CROSSLINK CAPITAL INC is a Venture Capital based in Menlo Park, CA led by Michael Joseph Stark, reporting $4.8B in AUM as of Q3 2025 with 46% Unknown concentration, 81% concentrated in top 10 holdings, and 43% allocation to CHYM.

PresidentMichael Joseph Stark
Portfolio Value
$1.4B
Positions
23
Top Holding
CHYM at 42.91%
Last Reported
Q3 2025
Address2180 Sand Hill Road, Suite 200, Menlo Park, CA, 94025, United States

Top Holdings

Largest long holdings in CROSSLINK CAPITAL INC's portfolio (81.1% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Unknown
Unknown
$589.9M
42.91%
-$80.7
Sold
7.87%
29.2M shares
Semiconductors
Technology
$102.2M
7.43%
-$7.0M
Sold
0.06%
763.2K shares
Specialty Retail
Consumer Cyclical
$63.1M
4.59%
+$4.9M
Bought
0.05%
27.0K shares
Computer Hardware
Technology
$60.4M
4.39%
+$22.4M
Bought
0.22%
720.3K shares
Medical - Healthcare Information Services
Healthcare
$53.9M
3.92%
+$4.2M
Bought
0.11%
181.1K shares
Software - Infrastructure
Technology
$53.9M
3.92%
-$8.4M
Sold
0.27%
724.2K shares
Unknown
Unknown
$48.6M
3.53%
-$45.5M
Sold
3.53%
1.8M shares
Semiconductors
Technology
$48.0M
3.49%
-$13.3M
Sold
0.03%
287.1K shares
Internet Content & Information
Communication Services
$47.4M
3.45%
-$9.2M
Sold
0.04%
174.3K shares
Software - Application
Technology
$47.3M
3.44%
9.19%
7.1M shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CROSSLINK CAPITAL INC's latest filing

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Market Value
$1.4B
Prior: $1.8B
Q/Q Change
-21.7%
-$381.1M
Net Flows % of MV
-5.04%
Turnover Ratio
8.74%
New Purchases
1 stocks
$113.7K
Added To
8 stocks
+$63.7M
Sold Out Of
1 stocks
$11.1M
Reduced Holdings
11 stocks
-$122.0M

Increased Positions

PositionShares Δ
New
+238.56%
+58.95%
4
Nvidia logo
Nvidia
NVDA
+32.34%
+8.35%

Decreased Positions

PositionShares Δ
Sold
-48.39%
-41.38%
-26.22%
-25.09%

Analytics

Portfolio insights and performance metrics for CROSSLINK CAPITAL INC

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Sector Allocation

Technology: 36.00%TechnologyCommunication Services: 8.00%Consumer Cyclical: 5.60%Healthcare: 3.90%
Technology
36.00%
Communication Services
8.00%
Consumer Cyclical
5.60%
Healthcare
3.90%

Market Cap Distribution

Mega Cap (> $200B): 5.78%Large Cap ($10B - $200B): 38.31%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 45.79%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 10.12%Small Cap ($300M - $2B)
Mega Cap (> $200B)
5.78%
Large Cap ($10B - $200B)
38.31%
Mid Cap ($2B - $10B)
45.79%
Small Cap ($300M - $2B)
10.12%

Portfolio Concentration

Top 10 Holdings %
81.07%
Top 20 Holdings %
98.7%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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