Equal-WT
WhaleScore 2.0
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Crosslink Capital is based out of Menlo Park. Crosslink Capital is a hedge fund with 33 clients and discretionary assets under management (AUM) of $4,902,670,468 (Form ADV from 2024-03-28). Their last reported 13F filing for Q4 2024 included $718,945,155 in managed 13F securities
and a top 10 holdings concentration of 78.9%. Crosslink Capital's largest holding is Weave Communications Inc with shares held of 7,057,813. Whalewisdom has at least 101 13F filings, 20 13D filings, 39 13G filings, and 14 Form 4 filings
Business Description
Crosslink Capital, Inc. (“Crosslink Inc.”) and Crosslink Capital Management, LLC (“Crosslink LLC”) are investment advisory firms that provide investment advice to clients. They offer a variety of services, including performance-based fees, side-by-side management, and investment strategies.
Crosslink Inc. and Crosslink LLC review accounts weekly to ensure that they are meeting the needs of their clients. They take into account factors such as asset allocation, cash management, and market outlook. Clients receive quarterly and annual performance reports.
Investment Strategy
Crosslink's investment strategies are designed to generate returns by investing in a mix of publicly traded and private securities. Their Crossover Fund portfolio typically includes both types of securities.
Crosslink emphasizes that these strategies are general in nature and not exhaustive. They have no limitations on the types of securities they invest in, the positions they take, the concentration of their investments, or the amount of leverage they use. They may employ any trading or investment techniques, even those not explicitly mentioned in their expected investment strategies. However, due to the complexity, confidentiality, and indefinite nature of their strategies, providing a complete description is limited. Crosslink may adjust their objectives and techniques based on market conditions and trends in securities, commodities, and the overall economy.
Owners
- STARK, MICHAEL, JOSEPH - PRESIDENT; GENERAL PARTNER; OWNER
- BLISKA, THOMAS, EDWARD - GENERAL PARTNER; OWNER
- FEUILLE, JAMES, MCDOWELL PRESTON - GENERAL PARTNER; OWNER
- MYERS, DANIEL, THOMAS - GENERAL PARTNER; OWNER
- SILVERMAN, DAVID, RICHARD - GENERAL PARTNER; OWNER
- SZIGETI, MIHALY, ZOLTAN - PARTNER; CHIEF COMPLIANCE OFFICER
- CHIN, ERIC, JOHN - GENERAL PARTNER; OWNER
- OFFER, MAUREEN, NOELANI - PARTNER; CHIEF FINANCIAL OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| APPF AppFolio Inc | 2.11% |
| PENG Penguin Solutions In | 1.29% |
| LRCX Lam Research Corp | 1.24% |
| XYZ Block Inc | 0.87% |
| MNDY Monday.Com Ltd | 0.87% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| EQIX Equinix Inc | 1.92% |
| DUOL Duolingo Inc | 1.79% |
| CRWD Crowdstrike Holdings | 1.08% |
| BKNG Booking Holdings Inc | 1.05% |
| WEAV Weave Communications | 0.95% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| WEAV Weave Communications | 15.63% |
| NTNX Nutanix Inc | 9.33% |
| CLBT Cellebrite DI Ltd | 9.26% |
| PENG Penguin Solutions In | 8.36% |
| LRCX Lam Research Corp | 7.28% |
2024-12-31
13F Activity
| Market Value | $0.72b, Prior: $0.74b |
| Inflows (Outflows) as % of Total MV | (-11.9761)% |
| New Purchases | 3 stocks |
| Added To | 5 stocks |
| Sold out of | 3 stocks |
| Reduced holdings in | 11 stocks |
| Top 10 Holdings % | 78.9% |
| Turnover %[1] | 27.27% |
| Turnover Alt %[2] | 14.1% |
| Time Held Top 20 | 14.6842 quarters |
| Time Held Top 10 | 7 quarters |
| Time Held All | 16.47 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31