CROSSLINK CAPITAL INC Information

TWO EMBARCADERO CENTER, SAN FRANCISCO, California, 94111, (415) 693-3355

Report Date: 09/30/2014

Position Statistics

Total Positions 62
New Positions 10
Increased Positions 26
Decreased Positions 32
Positions with Activity 58
Sold Out Positions 14
Total Mkt Value (in $ millions) 762

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 0.38%
Consumer Cyclical 1.25%
Consumer/Non-Cyclical
Energy
Financial 8.58%
Healthcare
Services 11.61%
Technology 72.35%
Transportation
Utilities 0%

26 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
PDF SOLUTIONS INC COM 204 77 61.38 11,831
TRIPADVISOR INC COM 2,009 2,009 New 28,800
NOVATEL WIRELESS INC COM NEW 170 170 New 34,220
TABLEAU SOFTWARE INC CL A 3,076 3,076 New 37,000
NETFLIX INC COM 16,286 5,547 51.65 37,228
MICROSTRATEGY INC CL A NEW 9,103 9,103 New 55,100
TWITTER INC COM 4,112 4,112 New 104,300
LINKEDIN CORP COM CL A 24,775 13,406 117.92 106,688
SBA COMMUNICATIONS CORP COM 14,181 1,869 15.18 119,788
MCGRAW HILL FINL INC COM 12,295 12,295 New 133,900
COSTAR GROUP INC COM 26,138 7,654 41.41 138,996
MERCADOLIBRE INC COM 18,253 18,253 New 143,400
HEALTHEQUITY INC COM 3,087 3,087 New 145,600
SALESFORCE COM INC COM 9,216 3,834 71.23 157,222
GRUBHUB INC COM 9,249 9,249 New 259,007
WORKDAY INC CL A 22,588 5,524 32.38 271,491
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 10,875 31 .29 278,200
SERVICENOW INC COM 21,667 357 1.68 315,200
Q2 HLDGS INC COM 5,646 257 4.77 320,600
BAZAARVOICE INC COM 2,914 338 13.13 336,130


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