CROSSLINK CAPITAL INC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 53
New Positions 5
Increased Positions 21
Decreased Positions 31
Positions with Activity 52
Sold Out Positions 9
Total Mkt Value (in $ millions) 738

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 1.16%
Consumer Cyclical 2.68%
Consumer/Non-Cyclical
Energy
Financial 6.83%
Healthcare
Services 14.09%
Technology 68.55%
Transportation
Utilities

53 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MICROSTRATEGY INC CL A NEW 13,678 4,304 45.92 80,400
NETFLIX INC COM 13,367 -2,074 (13.43) 32,228
MCGRAW HILL FINL INC COM 13,237 -664 (4.78) 127,500
ZENDESK INC COM 12,001 12,001 New 540,081
EURONET WORLDWIDE INC COM 11,649 -6,590 (36.13) 204,256
MARIN SOFTWARE INC COM 11,125 -771 (6.48) 1,805,986
CORNERSTONE ONDEMAND INC COM 10,615 4,518 74.09 359,967
TRIPADVISOR INC COM 8,974 6,561 271.88 107,100
LINKEDIN CORP COM CL A 7,893 -19,495 (71.18) 30,748
IRON MTN INC NEW COM 6,672 -2,679 (28.65) 182,093
GRUBHUB INC COM 6,547 -5,196 (44.25) 144,407
MERCADOLIBRE INC COM 5,984 -11,633 (66.03) 48,707
Q2 HLDGS INC COM 5,347 -1,437 (21.18) 252,700
CYRUSONE INC COM 5,045 5,045 New 159,448
LAM RESEARCH CORP COM 4,793 -4,466 (48.24) 66,538
LENDINGCLUB CORP COM 4,377 4,377 New 223,900
HEALTHEQUITY INC COM 4,090 419 11.42 162,232
SHORETEL INC COM 3,509 151 4.50 532,462
BAZAARVOICE INC COM 3,507 1,561 80.21 605,749
YODLEE INC COM 2,901 2,901 New 210,700