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) 767

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 0.33%
Consumer Cyclical 1.17%
Consumer/Non-Cyclical
Energy
Financial 8.62%
Healthcare
Services 11.38%
Technology 72.44%
Transportation
Utilities 0%

62 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DIGITALGLOBE INC COM NEW 12,745 2,209 20.96 424,676
NETFLIX INC COM 12,662 4,313 51.65 37,228
MCGRAW HILL FINL INC COM 12,058 12,058 New 133,900
ZULILY INC CL A 10,724 10,724 New 420,400
LAM RESEARCH CORP COM 10,347 -346 (3.24) 128,538
IRON MTN INC COM 10,145 -36 (0.35) 255,210
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 9,512 27 .29 278,200
SALESFORCE COM INC COM 9,411 3,915 71.23 157,222
GRUBHUB INC COM 9,270 9,270 New 259,007
MICROSTRATEGY INC CL A NEW 9,040 9,040 New 55,100
SHUTTERFLY INC COM 8,964 -6,028 (40.21) 211,120
CORNERSTONE ONDEMAND INC COM 7,613 -4,698 (38.16) 206,767
Q2 HLDGS INC COM 6,325 288 4.77 320,600
TRINET GROUP INC COM 4,879 -4,057 (45.4) 154,853
TWITTER INC COM 3,867 3,867 New 104,300
SHORETEL INC COM 3,847 3,655 1,908.92 509,523
HEALTHEQUITY INC COM 3,579 3,579 New 145,600
TABLEAU SOFTWARE INC CL A 3,258 3,258 New 37,000
FORMFACTOR INC COM 3,164 -173 (5.19) 380,281
BAZAARVOICE INC COM 2,541 295 13.13 336,130


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