CROSSLINK CAPITAL INC
MENLO PARK CA · SEC CIK 0001104329
$10.22亿2026Q1 申报市值
21持仓数
86.3%前十大占比 · 第一大 48.0%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CRM 新建仓+$2,539.37万
NU 加仓+$2,048.88万
DDOG 加仓+$1,500.30万
FIG 新建仓+$1,093.74万
APPF 加仓+$733.31万
2026Q1 卖出最多 按季末市值估算
PENG 清仓-$2,566.92万
MELI 减仓-$2,441.55万
MNDY 清仓-$2,393.79万
P 减仓-$2,070.44万
BKNG 清仓-$1,988.97万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PENG | PENGUIN SOLUTIONS INC | $0 | 0.00% | 0 | -1,312,330 | -100.0% | -$2,566.92万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -162,225 | -100.0% | -$2,393.79万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -3,714 | -100.0% | -$1,988.97万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -141,450 | -100.0% | -$1,202.04万 | 清仓 |
| NTSK | NETSKOPE INC | $63.73万 | 0.06% | 75,060 | 70,060 | 1,401.2% | $59.48万 | 重新持有 |
| NOW | SERVICENOW INC | $708.01万 | 0.69% | 67,720 | 67,720 | — | $708.01万 | 新建仓 |
| P | EVERPURE INC | $780.27万 | 0.76% | 132,160 | -350,685 | -72.6% | -$2,070.44万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $886.82万 | 0.87% | 22,715 | 5,530 | 32.2% | $215.90万 | 加仓 |
| FIG | FIGMA INC | $1,093.74万 | 1.07% | 517,380 | 517,380 | — | $1,093.74万 | 新建仓 |
| APPF | APPFOLIO INC | $1,128.26万 | 1.10% | 71,490 | 46,465 | 185.7% | $733.31万 | 加仓 |
| VEEV | VEEVA SYS INC | $1,437.95万 | 1.41% | 81,860 | -45,395 | -35.7% | -$797.41万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,566.15万 | 1.53% | 97,689 | -33,089 | -25.3% | -$530.48万 | 减仓 |
| — | WEAVE COMMUNICATIONS INC | $1,962.05万 | 1.92% | 4,246,858 | 610,942 | 16.8% | $282.26万 | 加仓 |
| IIIV | I3 VERTICALS INC | $2,159.98万 | 2.11% | 966,001 | 14,785 | 1.6% | $33.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,199.18万 | 2.15% | 126,100 | 36,475 | 40.7% | $636.12万 | 重新持有 |
| MELI | MERCADOLIBRE INC | $2,394.35万 | 2.34% | 13,848 | -14,121 | -50.5% | -$2,441.55万 | 减仓 |
| NTNX | NUTANIX INC | $2,527.33万 | 2.47% | 664,911 | -86,335 | -11.5% | -$328.16万 | 减仓 |
| DASH | DOORDASH INC | $2,537.41万 | 2.48% | 168,992 | 23,175 | 15.9% | $347.97万 | 加仓 |
| CRM | SALESFORCE INC | $2,539.37万 | 2.49% | 136,035 | 136,035 | — | $2,539.37万 | 新建仓 |
| DDOG | DATADOG INC | $2,588.42万 | 2.53% | 219,265 | 127,090 | 137.9% | $1,500.30万 | 加仓 |
| NU | NU HLDGS LTD | $4,429.41万 | 4.33% | 3,082,400 | 1,425,805 | 86.1% | $2,048.88万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5,659.83万 | 5.54% | 167,530 | 2,405 | 1.5% | $81.25万 | 加仓 |
| GOOGL | ALPHABET INC | $6,022.94万 | 5.89% | 209,450 | 15,750 | 8.1% | $452.91万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.04亿 | 10.23% | 489,009 | -83,698 | -14.6% | -$1,788.29万 | 减仓 |
| CHYM | CHIME FINL INC | $4.90亿 | 48.00% | 26,185,368 | -1,029,973 | -3.8% | -$1,929.14万 | 减仓 |