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) 937

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 0.23%
Consumer Cyclical 1.92%
Consumer/Non-Cyclical
Energy
Financial 7.06%
Healthcare
Services 10.71%
Technology 76.49%
Transportation
Utilities 0.14%

30 INCREASED Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALLIANCE DATA SYSTEMS CORP COM 24,698 10,879 78.73 93,327
BAZAARVOICE INC COM 2,169 2,169 New 297,130
CORNERSTONE ONDEMAND INC COM 12,521 5,725 84.24 334,367
COSTAR GROUP INC COM 14,228 14,228 New 98,294
CRITEO S A SPONS ADS 5,851 2,467 72.92 155,817
DIGITALGLOBE INC COM NEW 10,662 1,117 11.71 351,076
GOPRO INC CL A 6,475 6,475 New 125,000
INFOBLOX INC COM 2,594 2,512 3,087.26 192,829
JIVE SOFTWARE INC COM 1,764 386 28.00 252,784
NETFLIX INC COM 11,725 11,725 New 24,548
NEXTERA ENERGY INC COM 1,309 1,309 New 13,300
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 9,740 9,740 New 277,400
PALO ALTO NETWORKS INC COM 26,153 13,272 103.05 307,715
PDF SOLUTIONS INC COM 146 146 New 7,331
PROCERA NETWORKS INC COM NEW 133 43 48.44 12,944
Q2 HLDGS INC COM 4,517 956 26.87 306,000
RACKSPACE HOSTING INC COM 4,868 4,868 New 140,700
RETAILMENOT INC COM SER 1 3,661 981 36.60 196,300
RINGCENTRAL INC CL A 1,707 1,707 New 127,100
ROVI CORP COM 89 9 10.61 3,838