CROSSLINK CAPITAL INC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 56
New Positions 10
Increased Positions 30
Decreased Positions 24
Positions with Activity 54
Sold Out Positions 10
Total Mkt Value (in $ millions) 973

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
Consumer Cyclical 1.73%
Consumer/Non-Cyclical
Energy
Financial 7.92%
Healthcare
Services 11.61%
Technology 76.68%
Transportation
Utilities

54 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SBA COMMUNICATIONS CORP COM 11,789 11,789 New 113,200
PALO ALTO NETWORKS INC COM 11,625 11,469 7,328.92 151,550
IRON MTN INC COM 10,030 3,941 64.71 284,310
LAM RESEARCH CORP COM 9,856 -284 (2.8) 138,638
APPLIED MATLS INC COM 9,105 9,105 New 398,100
DIGITALGLOBE INC COM NEW 8,803 -431 (4.67) 314,288
INVENSENSE INC COM 8,255 2,666 47.71 351,575
CORNERSTONE ONDEMAND INC COM 7,441 -6,404 (46.26) 181,482
ASOS PLC ADR 5,979 5,979 New 122,124
EHEALTH INC COM 4,877 2,137 78.01 136,458
MARKETO INC COM 4,490 1,481 49.23 164,287
MICROSOFT CORP COM 4,077 4,077 New 97,800
FORMFACTOR INC COM 3,716 48 1.30 466,881
VOCERA COMMUNICATIONS INC COM 3,619 788 27.84 279,017
RETAILMENOT INC COM SER 1 3,407 3,407 New 143,700
Q2 HLDGS INC COM 3,292 3,292 New 241,200
CRITEO S A SPONS ADS 2,840 1,865 191.35 90,110
EXAR CORP COM 2,330 -1,029 (30.64) 219,166
TRINET GROUP INC COM 1,876 1,876 New 79,800
JIVE SOFTWARE INC COM 1,604 214 15.36 197,484


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