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) 936

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 10.75%
Technology 76.65%
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 ▲
ROVI CORP COM 89 9 10.61 3,838
PDF SOLUTIONS INC COM 147 147 New 7,331
PROCERA NETWORKS INC COM NEW 130 42 48.44 12,944
NEXTERA ENERGY INC COM 1,299 1,299 New 13,300
TRIBUNE PUBG CO COM 443 443 New 22,525
NETFLIX INC COM 11,763 11,763 New 24,548
SHORETEL INC COM 171 83 95.40 25,363
TRIBUNE MEDIA CO CL A 6,858 6,858 New 90,100
ALLIANCE DATA SYSTEMS CORP COM 24,827 10,936 78.73 93,327
COSTAR GROUP INC COM 14,611 14,611 New 98,294
VISA INC COM CL A 22,980 1,465 6.81 106,345
GOPRO INC CL A 5,411 5,411 New 125,000
RINGCENTRAL INC CL A 1,684 1,684 New 127,100
RACKSPACE HOSTING INC COM 4,773 4,773 New 140,700
CRITEO S A SPONS ADS 4,880 2,058 72.92 155,817
INFOBLOX INC COM 2,385 2,310 3,087.26 192,829
RETAILMENOT INC COM SER 1 3,529 946 36.60 196,300
JIVE SOFTWARE INC COM 1,754 384 28.00 252,784
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 9,531 9,531 New 277,400
TRINET GROUP INC COM 7,680 5,519 255.40 283,609