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) 733

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 1.18%
Consumer Cyclical 2.85%
Consumer/Non-Cyclical
Energy
Financial 6.77%
Healthcare
Services 14.52%
Technology 68.22%
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
BAZAARVOICE INC COM 3,883 1,728 80.21 605,749
CORNERSTONE ONDEMAND INC COM 11,389 4,847 74.09 359,967
COSTAR GROUP INC COM 28,451 1,401 5.18 146,196
CYRUSONE INC COM 4,764 4,764 New 159,448
EBAY INC COM 13,854 13,854 New 237,600
EQUINIX INC COM PAR $0.001 18,547 358 1.97 82,861
FACEBOOK INC CL A 35,479 3,576 11.21 438,576
HEALTHEQUITY INC COM 3,449 354 11.42 162,232
INFOBLOX INC COM 272 12 4.71 11,329
LENDINGCLUB CORP COM 4,496 4,496 New 223,900
MICROSTRATEGY INC CL A NEW 14,044 4,419 45.92 80,400
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 12,667 1,814 16.72 324,700
PDF SOLUTIONS INC COM 1,021 807 377.45 56,487
SALESFORCE COM INC COM 15,506 5,306 52.02 239,002
SBA COMMUNICATIONS CORP COM 17,993 2,967 19.74 143,438
SHORETEL INC COM 3,850 166 4.50 532,462
SHUTTERFLY INC COM 20,902 10,698 104.85 432,480
TRIPADVISOR INC COM 9,558 6,987 271.88 107,100
VANTIV INC CL A 23,965 3,719 18.37 647,716
YODLEE INC COM 2,756 2,756 New 210,700