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) 938

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 0.25%
Consumer Cyclical 1.8%
Consumer/Non-Cyclical
Energy
Financial 6.8%
Healthcare
Services 10.62%
Technology 76.77%
Transportation
Utilities 0.13%

56 Activity Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALLIANCE DATA SYSTEMS CORP COM 23,268 10,249 78.73 93,327
AMAZON COM INC COM -21,327 Sold Out 0
AMC NETWORKS INC CL A 15,099 -1,341 (8.16) 245,397
APPLIED MATLS INC COM 6,068 -2,929 (32.56) 268,500
ASOS PLC ADR -4,133 Sold Out 0
AVAGO TECHNOLOGIES LTD SHS 30,482 -6,204 (16.91) 340,509
BAZAARVOICE INC COM 2,324 2,324 New 297,130
CORNERSTONE ONDEMAND INC COM 12,305 5,626 84.24 334,367
COSTAR GROUP INC COM 15,686 15,686 New 98,294
CRITEO S A SPONS ADS 5,237 2,208 72.92 155,817
DIGITALGLOBE INC COM NEW 10,982 1,151 11.71 351,076
EHEALTH INC COM -3,667 Sold Out 0
EURONET WORLDWIDE INC COM 17,550 -2,326 (11.7) 352,415
EXAR CORP COM 1,532 -576 (27.33) 159,266
FACEBOOK INC CL A 32,631 -3,326 (9.25) 423,776
FORMFACTOR INC COM 3,058 -502 (14.09) 401,081
GOPRO INC CL A 8,291 8,291 New 125,000
INFOBLOX INC COM 2,665 2,581 3,087.26 192,829
INTERXION HOLDING N.V SHS 19,159 -2,225 (10.41) 679,888
INVENSENSE INC COM 3,680 -4,755 (56.37) 153,377