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) 742

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 1.17%
Consumer Cyclical 2.67%
Consumer/Non-Cyclical
Energy
Financial 6.87%
Healthcare
Services 14.06%
Technology 68.51%
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
FACEBOOK INC CL A 36,487 3,677 11.21 438,576
VANTIV INC CL A 24,354 3,779 18.37 647,716
MICROSTRATEGY INC CL A NEW 13,741 4,324 45.92 80,400
BAZAARVOICE INC COM 3,513 1,564 80.21 605,749
CORNERSTONE ONDEMAND INC COM 10,538 4,485 74.09 359,967
COSTAR GROUP INC COM 28,895 1,423 5.18 146,196
CYRUSONE INC COM 5,180 5,180 New 159,448
EBAY INC COM 13,763 13,763 New 237,600
HEALTHEQUITY INC COM 4,049 415 11.42 162,232
INFOBLOX INC COM 273 12 4.71 11,329
LENDINGCLUB CORP COM 4,335 4,335 New 223,900
PDF SOLUTIONS INC COM 1,005 795 377.45 56,487
SALESFORCE COM INC COM 15,977 5,467 52.02 239,002
SBA COMMUNICATIONS CORP COM 17,240 2,842 19.74 143,438
SHORETEL INC COM 3,552 153 4.50 532,462
SHUTTERFLY INC COM 19,842 10,156 104.85 432,480
TRIPADVISOR INC COM 8,955 6,547 271.88 107,100
YODLEE INC COM 2,941 2,941 New 210,700
ZENDESK INC COM 12,330 12,330 New 540,081
EQUINIX INC COM PAR $0.001 19,408 375 1.97 82,861