CROSSLINK CAPITAL INC Information

TWO EMBARCADERO CENTER, SAN FRANCISCO, California, 94111, (415) 693-3355

Report Date: 06/30/2014

Position Statistics

Total Positions 58
New Positions 12
Increased Positions 30
Decreased Positions 26
Positions with Activity 56
Sold Out Positions 6
Total Mkt Value (in $ millions) 896

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 0.24%
Consumer Cyclical 1.97%
Consumer/Non-Cyclical
Energy
Financial 6.97%
Healthcare
Services 10.64%
Technology 76.12%
Transportation
Utilities 0.14%

56 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PANDORA MEDIA INC COM 340,531 -59,632 (14.9) 13,848,354
SYNAPTICS INC COM 37,579 17,871 90.68 501,058
FACEBOOK INC CL A 33,389 -3,404 (9.25) 423,776
PALO ALTO NETWORKS INC COM 30,141 15,296 103.05 307,715
AVAGO TECHNOLOGIES LTD SHS 29,795 -6,064 (16.91) 340,509
ALLIANCE DATA SYSTEMS CORP COM 23,179 10,210 78.73 93,327
VISA INC COM CL A 22,539 1,437 6.81 106,345
INTERXION HOLDING N.V SHS 18,493 -2,148 (10.41) 679,888
SERVICENOW INC COM 18,464 18,464 New 310,000
SHUTTERFLY INC COM 17,659 17 .10 353,100
PRICELINE GRP INC COM NEW 17,399 -7,850 (31.09) 14,815
VANTIV INC CL A 17,278 2,097 13.81 559,516
WORKDAY INC CL A 16,826 -6,875 (29.01) 205,091
EURONET WORLDWIDE INC COM 16,719 -2,215 (11.7) 352,415
MARIN SOFTWARE INC COM 15,644 -428 (2.67) 1,794,092
COSTAR GROUP INC COM 15,494 15,494 New 98,294
AMC NETWORKS INC CL A 14,491 -1,287 (8.16) 245,397
CORNERSTONE ONDEMAND INC COM 11,827 5,408 84.24 334,367
SBA COMMUNICATIONS CORP COM 11,607 -1,027 (8.13) 104,000
NETFLIX INC COM 11,016 11,016 New 24,548