Crosslink Capital Inc 13F 持仓 · 2026年Q2
Crosslink Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 13.54 亿美元。前几大持仓：CHYM（39.61%）、LRCX（13.80%）、MU（11.61%）。本季前 25 大持仓中：新建仓 4 只、增持 6 只、减持 11 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CHYM | CHIME FINL INC | $536.3M | 39.61% | 26.2M | 持平 |
| 2 | LRCX | LAM RESEARCH CORP | $186.9M | 13.80% | 431,266 | 减持 |
| 3 | MU | MICRON TECHNOLOGY INC | $157.2M | 11.61% | 136,205 | 减持 |
| 4 | GOOGL | ALPHABET INC | $51.6M | 3.81% | 144,250 | 减持 |
| 5 | NU | NU HLDGS LTD | $45.2M | 3.34% | 3.4M | 增持 |
| 6 | NTSK | NETSKOPE INC | $36.6M | 2.70% | 3.3M | 增持 |
| 7 | DDOG | DATADOG INC | $34.5M | 2.55% | 132,455 | 减持 |
| 8 | PANW | PALO ALTO NETWORKS INC | $32.8M | 2.42% | 96,234 | 减持 |
| 9 | CRM | SNAP INC | $31.0M | 2.29% | 2.3M | 增持 |
| 10 | NTNX | NUTANIX INC | $30.2M | 2.23% | 593,076 | 减持 |
| 11 | CBRS | CEREBRAS SYSTEMS INC | $28.8M | 2.13% | 130,445 | 新建仓 |
| 12 | WEAV | WEAVE COMMUNICATIONS INC | $25.6M | 1.89% | 4.3M | 增持 |
| 13 | IIIV | I3 VERTICALS INC | $23.9M | 1.76% | 1.1M | 增持 |
| 14 | MELI | MERCADOLIBRE INC | $21.7M | 1.60% | 12,758 | 减持 |
| 15 | DASH | DOORDASH INC | $18.1M | 1.34% | 98,122 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $16.8M | 1.24% | 83,760 | 减持 |
| 17 | ZS | ZSCALER INC | $15.3M | 1.13% | 108,584 | 新建仓 |
| 18 | APPF | APPFOLIO INC | $15.0M | 1.11% | 93,340 | 增持 |
| 19 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $14.3M | 1.05% | 52,450 | 新建仓 |
| 20 | COHR | COHERENT CORP | $13.8M | 1.02% | 35,100 | 新建仓 |
| 21 | CRWD | CROWDSTRIKE HOLDINGS INC | $10.8M | 0.80% | 14,205 | 减持 |
| 22 | VEEV | VEEVA SYS INC | $7.5M | 0.55% | 42,330 | 减持 |
| 23 | FIG | FIGMA INC | $0 | 0.00% | 0 | 清仓 |
| 24 | NOW | SERVICENOW INC | $0 | 0.00% | 0 | 清仓 |
| 25 | P | EVERPURE INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR