CROSSLINK CAPITAL INC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 53
New Positions 5
Increased Positions 21
Decreased Positions 31
Positions with Activity 52
Sold Out Positions 9
Total Mkt Value (in $ millions) 734

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 1.41%
Consumer Cyclical 2.83%
Consumer/Non-Cyclical
Energy
Financial 6.76%
Healthcare
Services 14.52%
Technology 67.98%
Transportation
Utilities

52 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
JIVE SOFTWARE INC COM -506 Sold Out 0
NOVATEL WIRELESS INC COM NEW -180 Sold Out 0
PROCERA NETWORKS INC COM NEW -120 Sold Out 0
ROVI CORP COM -95 Sold Out 0
SERVICENOW INC COM -24,037 Sold Out 0
TABLEAU SOFTWARE INC CL A -3,478 Sold Out 0
TWITTER INC COM -5,015 Sold Out 0
VOCERA COMMUNICATIONS INC COM -1,444 Sold Out 0
ZULILY INC CL A -5,890 Sold Out 0
INFOBLOX INC COM 263 12 4.71 11,329
LINKEDIN CORP COM CL A 8,216 -20,291 (71.18) 30,748
NETFLIX INC COM 15,305 -2,375 (13.43) 32,228
MERCADOLIBRE INC COM 6,379 -12,402 (66.03) 48,707
PDF SOLUTIONS INC COM 1,025 810 377.45 56,487
TRINET GROUP INC COM 2,271 -3,356 (59.64) 62,503
VISA INC COM CL A 17,339 -6,731 (27.97) 63,907
LAM RESEARCH CORP COM 5,487 -5,113 (48.24) 66,538
ALLIANCE DATA SYSTEMS CORP COM 20,765 -3,593 (14.75) 74,557
MICROSTRATEGY INC CL A NEW 14,339 4,512 45.92 80,400
EQUINIX INC COM PAR $0.001 18,575 358 1.97 82,861