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) 833

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 0.26%
Consumer Cyclical 1.82%
Consumer/Non-Cyclical
Energy
Financial 8.12%
Healthcare
Services 11.64%
Technology 73.96%
Transportation
Utilities 0.16%

30 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
BAZAARVOICE INC COM 2,181 2,181 New 297,130
COSTAR GROUP INC COM 14,842 14,842 New 98,294
GOPRO INC CL A 8,663 8,663 New 125,000
NETFLIX INC COM 9,481 9,481 New 24,548
NEXTERA ENERGY INC COM 1,318 1,318 New 13,300
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 9,853 9,853 New 277,400
PDF SOLUTIONS INC COM 90 90 New 7,331
RACKSPACE HOSTING INC COM 5,275 5,275 New 140,700
RINGCENTRAL INC CL A 1,562 1,562 New 127,100
SERVICENOW INC COM 20,761 20,761 New 310,000
TRIBUNE MEDIA CO CL A 5,992 5,992 New 90,100
TRIBUNE PUBG CO COM 431 431 New 22,525
SHUTTERFLY INC COM 15,144 15 .10 353,100
VISA INC COM CL A 23,046 1,469 6.81 106,345
ROVI CORP COM 79 8 10.61 3,838
DIGITALGLOBE INC COM NEW 10,834 1,135 11.71 351,076
VANTIV INC CL A 18,251 2,215 13.81 559,516
Q2 HLDGS INC COM 4,455 943 26.87 306,000
JIVE SOFTWARE INC COM 1,499 328 28.00 252,784
RETAILMENOT INC COM SER 1 3,893 1,043 36.60 196,300