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) 907

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 1.95%
Consumer/Non-Cyclical
Energy
Financial 6.86%
Healthcare
Services 10.65%
Technology 76.47%
Transportation
Utilities 0.14%

26 DECREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
AMAZON COM INC COM -21,294 Sold Out 0
ASOS PLC ADR -3,974 Sold Out 0
EHEALTH INC COM -3,461 Sold Out 0
MARKETO INC COM -5,086 Sold Out 0
MASTERCARD INC CL A -18,035 Sold Out 0
QUALCOMM INC COM -21,075 Sold Out 0
PRICELINE GRP INC COM NEW 17,271 -7,792 (31.09) 14,815
LINKEDIN CORP COM CL A 10,129 -5,556 (35.42) 48,958
SALESFORCE COM INC COM 5,263 -15,878 (75.1) 91,822
MICROSOFT CORP COM 4,579 -24 (0.51) 97,300
SBA COMMUNICATIONS CORP COM 11,405 -1,009 (8.13) 104,000
LAM RESEARCH CORP COM 9,956 -435 (4.18) 132,838
INVENSENSE INC COM 3,221 -4,162 (56.37) 153,377
EXAR CORP COM 1,503 -565 (27.33) 159,266
WORKDAY INC CL A 17,228 -7,039 (29.01) 205,091
AMC NETWORKS INC CL A 14,790 -1,314 (8.16) 245,397
IRON MTN INC COM 9,046 -996 (9.92) 256,110
APPLIED MATLS INC COM 5,891 -2,843 (32.56) 268,500
AVAGO TECHNOLOGIES LTD SHS 29,686 -6,042 (16.91) 340,509
EURONET WORLDWIDE INC COM 16,983 -2,250 (11.7) 352,415