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) 907

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 0.24%
Consumer Cyclical 1.95%
Consumer/Non-Cyclical
Energy
Financial 6.86%
Healthcare
Services 10.65%
Technology 76.47%
Transportation
Utilities 0.14%

58 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SBA COMMUNICATIONS CORP COM 11,405 -1,009 (8.13) 104,000
NETFLIX INC COM 10,869 10,869 New 24,548
DIGITALGLOBE INC COM NEW 10,476 1,098 11.71 351,076
LINKEDIN CORP COM CL A 10,129 -5,556 (35.42) 48,958
LAM RESEARCH CORP COM 9,956 -435 (4.18) 132,838
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 9,764 9,764 New 277,400
IRON MTN INC COM 9,046 -996 (9.92) 256,110
GOPRO INC CL A 8,534 8,534 New 125,000
LIFELOCK INC COM 8,473 -9,289 (52.3) 596,283
TRINET GROUP INC COM 7,601 5,462 255.40 283,609
TRIBUNE MEDIA CO CL A 6,636 6,636 New 90,100
APPLIED MATLS INC COM 5,891 -2,843 (32.56) 268,500
CRITEO S A SPONS ADS 5,345 2,254 72.92 155,817
SALESFORCE COM INC COM 5,263 -15,878 (75.1) 91,822
MICROSOFT CORP COM 4,579 -24 (0.51) 97,300
Q2 HLDGS INC COM 4,486 950 26.87 306,000
VOCERA COMMUNICATIONS INC COM 4,479 2,099 88.19 525,084
RACKSPACE HOSTING INC COM 4,429 4,429 New 140,700
RETAILMENOT INC COM SER 1 3,304 885 36.60 196,300
INVENSENSE INC COM 3,221 -4,162 (56.37) 153,377