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) 763

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 0.32%
Consumer Cyclical 1.16%
Consumer/Non-Cyclical
Energy
Financial 8.72%
Healthcare
Services 11.37%
Technology 72.43%
Transportation
Utilities 0%

10 New Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
NOVATEL WIRELESS INC COM NEW 102 102 New 34,220
TRIPADVISOR INC COM 2,162 2,162 New 28,800
TABLEAU SOFTWARE INC CL A 3,286 3,286 New 37,000
HEALTHEQUITY INC COM 3,585 3,585 New 145,600
TWITTER INC COM 3,831 3,831 New 104,300
GRUBHUB INC COM 9,138 9,138 New 259,007
MICROSTRATEGY INC CL A NEW 9,152 9,152 New 55,100
ZULILY INC CL A 10,308 10,308 New 420,400
MCGRAW HILL FINL INC COM 12,163 12,163 New 133,900
MERCADOLIBRE INC COM 18,374 18,374 New 143,400