CROSSLINK CAPITAL INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 62
New Positions 10
Increased Positions 26
Decreased Positions 32
Positions with Activity 58
Sold Out Positions 14
Total Mkt Value (in $ millions) 767

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 0.33%
Consumer Cyclical 1.17%
Consumer/Non-Cyclical
Energy
Financial 8.62%
Healthcare
Services 11.38%
Technology 72.44%
Transportation
Utilities 0%

26 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SYNAPTICS INC COM 36,484 2,322 6.80 535,111
COSTAR GROUP INC COM 25,736 7,536 41.41 138,996
LINKEDIN CORP COM CL A 25,030 13,544 117.92 106,688
WORKDAY INC CL A 23,199 5,674 32.38 271,491
SERVICENOW INC COM 21,780 359 1.68 315,200
LIFELOCK INC COM 18,975 8,534 81.74 1,083,683
MERCADOLIBRE INC COM 18,427 18,427 New 143,400
MARIN SOFTWARE INC COM 16,087 1,142 7.64 1,931,194
SBA COMMUNICATIONS CORP COM 13,554 1,786 15.18 119,788
DIGITALGLOBE INC COM NEW 12,745 2,209 20.96 424,676
NETFLIX INC COM 12,662 4,313 51.65 37,228
MCGRAW HILL FINL INC COM 12,058 12,058 New 133,900
ZULILY INC CL A 10,724 10,724 New 420,400
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 9,512 27 .29 278,200
SALESFORCE COM INC COM 9,411 3,915 71.23 157,222
GRUBHUB INC COM 9,270 9,270 New 259,007
MICROSTRATEGY INC CL A NEW 9,040 9,040 New 55,100
Q2 HLDGS INC COM 6,325 288 4.77 320,600
TWITTER INC COM 3,867 3,867 New 104,300
SHORETEL INC COM 3,847 3,655 1,908.92 509,523


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