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) 765

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 1.12%
Consumer Cyclical 2.55%
Consumer/Non-Cyclical
Energy
Financial 6.84%
Healthcare
Services 14.27%
Technology 68.79%
Transportation
Utilities

21 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
INFOBLOX INC COM 278 13 4.71 11,329
SHORETEL INC COM 3,733 161 4.50 532,462
EQUINIX INC COM PAR $0.001 20,389 393 1.97 82,861
HEALTHEQUITY INC COM 4,140 424 11.42 162,232
PDF SOLUTIONS INC COM 1,077 851 377.45 56,487
COSTAR GROUP INC COM 29,165 1,436 5.18 146,196
BAZAARVOICE INC COM 3,483 1,550 80.21 605,749
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 14,008 2,006 16.72 324,700
YODLEE INC COM 2,682 2,682 New 210,700
SBA COMMUNICATIONS CORP COM 17,382 2,866 19.74 143,438
FACEBOOK INC CL A 35,757 3,604 11.21 438,576
VANTIV INC CL A 25,300 3,926 18.37 647,716
LENDINGCLUB CORP COM 4,091 4,091 New 223,900
MICROSTRATEGY INC CL A NEW 14,077 4,430 45.92 80,400
CORNERSTONE ONDEMAND INC COM 10,540 4,486 74.09 359,967
CYRUSONE INC COM 5,098 5,098 New 159,448
SALESFORCE COM INC COM 16,212 5,547 52.02 239,002
TRIPADVISOR INC COM 8,736 6,387 271.88 107,100
SHUTTERFLY INC COM 19,522 9,992 104.85 432,480
ZENDESK INC COM 12,649 12,649 New 540,081


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