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Livermore
Livermore
ZHEN

Crosslink Capital Inc

SEC CIK
0001104329
Latest filing
Aug 14, 2026

The latest 13F from Crosslink Capital Inc covers Q2 2026 (filed Aug 14, 2026): 22 long positions worth $1.35B. The top 10 holdings make up 84.4% of the portfolio, and the largest is Chime Financial, Inc. (CHYM) at 39.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$72.3M
Added
6
Est. +$75.9M
Reduced
11
Est. −$148.1M
Sold out
3
Est. −$25.8M

Top 5 holdings

Share of this quarter's portfolio value

  1. CHYMChime Financial, Inc.
    39.6%$536.3MHistory
  2. LRCXLam Research Corp
    13.8%$186.9MHistory
  3. MUMicron Technology Inc
    11.6%$157.2MHistory
  4. GOOGLAlphabet Inc.
    3.8%$51.6MHistory
  5. NUNu Holdings Ltd.
    3.3%$45.2MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. NTSKNetskope Inc
    +$35.8MAddedHistory
  2. CRMSalesforce, Inc.
    +$29.2MAddedHistory
  3. CBRSCerebras Systems Inc.
    +$28.8MNewHistory
  4. ZSZscaler, Inc.
    +$15.3MNewHistory
  5. CRDOCredo Technology Group Holding Ltd
    +$14.3MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. NTSKNetskope Inc
    +2.64 pp0.1% → 2.7%History
  2. CBRSCerebras Systems Inc.
    +2.13 pp0.0% → 2.1%History
  3. ZSZscaler, Inc.
    +1.13 pp0.0% → 1.1%History
  4. CRDOCredo Technology Group Holding Ltd
    +1.05 pp0.0% → 1.1%History
  5. COHRCoherent Corp.
    +1.02 pp0.0% → 1.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MUMicron Technology Inc
    −$36.2MReducedHistory
  2. LRCXLam Research Corp
    −$25.0MReducedHistory
  3. GOOGLAlphabet Inc.
    −$23.3MReducedHistory
  4. DDOGDatadog, Inc.
    −$22.6MReducedHistory
  5. DASHDoorDash, Inc.
    −$13.1MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. GOOGLAlphabet Inc.
    −2.09 pp5.9% → 3.8%History
  2. DASHDoorDash, Inc.
    −1.15 pp2.5% → 1.3%History
  3. FIGFigma, Inc.
    −1.07 pp1.1% → 0.0%History
  4. NVDANVIDIA Corp
    −0.91 pp2.2% → 1.2%History
  5. VEEVVeeva Systems Inc
    −0.85 pp1.4% → 0.6%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.35B
+$332.1M (+32.5%) vs. prior quarter
Positions
22
+1 vs. prior quarter
Top 10 concentration
84.4%
Top 10 as share of value
Turnover
12.5%
Q2 2026, one quarter
Average holding period
7.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.76B (Q2 2025)

Q1 2021: $553.8MQ2 2021: $605.0MQ3 2021: $553.9MQ4 2021: $632.5MQ1 2022: $530.9MQ2 2022: $345.8MQ3 2022: $391.1MQ4 2022: $414.7MQ1 2023: $492.6MQ2 2023: $605.0MQ3 2023: $529.9MQ4 2023: $673.5MQ1 2024: $702.1MQ2 2024: $716.2MQ3 2024: $744.7MQ4 2024: $718.9MQ1 2025: $643.0MQ2 2025: $1.76BQ3 2025: $1.37BQ4 2025: $1.29BQ1 2026: $1.02BQ2 2026: $1.35B
Q1 2021Q2 2026
13F filings of Crosslink Capital Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202622$1.35BCHYMLRCXMUvs. Q1 2026SEC
Q1 2026May 15, 202621$1.02BCHYMLRCXGOOGLvs. Q4 2025SEC
Q4 2025Feb 17, 202620$1.29BCHYMLRCXGOOGLvs. Q3 2025SEC
Q3 2025Nov 14, 202523$1.37BCHYMLRCXMELIvs. Q2 2025SEC
Q2 2025Aug 14, 202521$1.76BCHYMLRCXPENGvs. Q1 2025SEC
Q1 2025May 15, 202518$643.0MWEAVNTNXPENGvs. Q4 2024SEC
Q4 2024Feb 14, 202519$718.9MWEAVNTNXCLBTvs. Q3 2024SEC
Q3 2024Nov 14, 202419$744.7MWEAVNTNXCLBTvs. Q2 2024SEC
Q2 2024Aug 14, 202419$716.2MWEAVNTNXLRCXvs. Q1 2024SEC
Q1 2024May 15, 202418$702.1MWEAVMETANTNXvs. Q4 2023SEC
Q4 2023Feb 14, 202418$673.5MWEAVPANWLRCXvs. Q3 2023SEC
Q3 2023Nov 14, 202319$529.9MWEAVPANWLRCXvs. Q2 2023SEC
Q2 2023Aug 14, 202318$605.0MWEAVPANWPENGvs. Q1 2023SEC
Q1 2023May 15, 202317$492.6MPANWWEAVMELIvs. Q4 2022SEC
Q4 2022Feb 14, 202318$414.7MWEAVPANWMELIvs. Q3 2022SEC
Q3 2022Nov 14, 202219$391.1MWEAVPANWNTNXvs. Q2 2022SEC
Q2 2022Aug 15, 202218$345.8MPANWLRCXCOUPvs. Q1 2022SEC
Q1 2022May 16, 202222$530.9MPANWWEAVMELIvs. Q4 2021SEC
Q4 2021Feb 14, 202219$632.5MUber Technologies IncPANWNTNXvs. Q3 2021SEC
Q3 2021Nov 15, 202119$553.9MNTNXPANWMELIvs. Q2 2021SEC
Q2 2021Aug 16, 202119$605.0MNTNXMELIPANWvs. Q1 2021SEC
Q1 2021May 17, 202122$553.8MMELILRCXNTNX–SEC

13D and 13G filings

Companies where Crosslink Capital Inc reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

5 companies, largest stake first.

Companies where Crosslink Capital Inc owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
CHYMChime Financial, Inc.13G/A7.50%26.3M shares−1.10 ppfrom 8.60%Aug 14, 20252 filingsMay 15, 2026SEC
SPWRSunPower Inc.13G6.20%19.7M sharesNewSep 14, 20261 filingSep 14, 2026SEC
PENGPenguin Solutions, Inc.13G5.90%3.13M sharesNewFeb 14, 20251 filingFeb 14, 2025SEC
IIIVi3 Verticals, Inc.13G5.70%1.12M shares+1.80 ppfrom 3.90%May 15, 20253 filingsAug 14, 2026SEC
WEAVWeave Communications, Inc.13D/A5.50%4.40M shares+0.80 ppfrom 4.70%Nov 22, 20216 filingsAug 19, 2026SEC

Latest filings

14 filings on file made by Crosslink Capital Inc or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Crosslink Capital Inc
CompanyFiled (ET)FormStakeChangeEvent dateFiling
SPWRSunPower Inc.Sep 14, 20269:00 PM ET13G6.20%19.7M sharesNewSep 4, 2026SEC
WEAVWeave Communications, Inc.Aug 19, 20266:34 PM ET13D/A5.50%4.40M shares+0.80 ppfrom 4.70%Aug 17, 2026SEC
IIIVi3 Verticals, Inc.Aug 14, 20264:27 PM ET13G5.70%1.12M shares+1.80 ppfrom 3.90%Jun 30, 2026SEC
CHYMChime Financial, Inc.May 15, 20264:11 PM ET13G/A7.50%26.3M shares−1.10 ppfrom 8.60%Mar 31, 2026SEC
WEAVWeave Communications, Inc.Dec 5, 20256:16 PM ET13D/A4.70%3.68M shares–Below 5%Dec 3, 2025SEC
PENGPenguin Solutions, Inc.Nov 14, 20254:59 PM ET13G/A3.50%1.85M shares–Below 5%Sep 30, 2025SEC
IIIVi3 Verticals, Inc.Nov 14, 20254:57 PM ET13G/A3.90%938.1K shares−1.20 ppfrom 5.10%Below 5%Sep 30, 2025SEC
CHYMChime Financial, Inc.Aug 14, 20254:40 PM ET13G8.60%29.2M sharesNewJun 30, 2025SEC
IIIVi3 Verticals, Inc.May 15, 20255:10 PM ET13G5.10%1.24M sharesNewMar 31, 2025SEC
PENGPenguin Solutions, Inc.Feb 14, 20255:45 PM ET13G5.90%3.13M sharesNewDec 31, 2024SEC
WEAVWeave Communications, Inc.Dec 9, 202413D/AOld format–––SEC
WEAVWeave Communications, Inc.Nov 27, 202413D/AOld format–––SEC
WEAVWeave Communications, Inc.Nov 4, 202413D/AOld format–––SEC
WEAVWeave Communications, Inc.Nov 22, 202113DOld format–New–SEC