CROSSLINK CAPITAL INC
MENLO PARK CA · SEC CIK 0001104329
$16.91亿2026Q2 申报市值
22持仓数
87.5%前十大占比 · 第一大 31.7%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CRM 加仓+$3.47亿
NTSK 加仓+$3,578.14万
CBRS 新建仓+$2,882.83万
ZS 新建仓+$1,532.66万
CRDO 新建仓+$1,426.38万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$3,615.81万
LRCX 减仓-$2,502.18万
GOOGL 减仓-$2,330.05万
DDOG 减仓-$2,260.19万
DASH 减仓-$1,307.76万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FIG | FIGMA INC | $0 | 0.00% | 0 | -517,380 | -100.0% | -$1,093.74万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -132,160 | -100.0% | -$780.27万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -67,720 | -100.0% | -$708.01万 | 清仓 |
| VEEV | VEEVA SYS INC | $751.23万 | 0.44% | 42,330 | -39,530 | -48.3% | -$701.54万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $1,084.04万 | 0.64% | 14,205 | -8,510 | -37.5% | -$649.43万 | 减仓 |
| COHR | COHERENT CORP | $1,384.59万 | 0.82% | 35,100 | 35,100 | — | $1,384.59万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,426.38万 | 0.84% | 52,450 | 52,450 | — | $1,426.38万 | 新建仓 |
| APPF | APPFOLIO INC | $1,496.71万 | 0.89% | 93,340 | 21,850 | 30.6% | $350.36万 | 加仓 |
| ZS | ZSCALER INC | $1,532.66万 | 0.91% | 108,584 | 108,584 | — | $1,532.66万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1,675.95万 | 0.99% | 83,760 | -42,340 | -33.6% | -$847.18万 | 减仓 |
| DASH | DOORDASH INC | $1,810.65万 | 1.07% | 98,122 | -70,870 | -41.9% | -$1,307.76万 | 减仓 |
| MELI | MERCADOLIBRE INC | $2,165.53万 | 1.28% | 12,758 | -1,090 | -7.9% | -$185.02万 | 减仓 |
| IIIV | I3 VERTICALS INC | $2,388.02万 | 1.41% | 1,117,986 | 151,985 | 15.7% | $324.64万 | 加仓 |
| — | WEAVE COMMUNICATIONS INC | $2,559.05万 | 1.51% | 4,272,209 | 25,351 | 0.6% | $15.19万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $2,882.83万 | 1.71% | 130,445 | 130,445 | — | $2,882.83万 | 新建仓 |
| NTNX | NUTANIX INC | $3,022.32万 | 1.79% | 593,076 | -71,835 | -10.8% | -$366.07万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3,281.77万 | 1.94% | 96,234 | -1,455 | -1.5% | -$49.62万 | 减仓 |
| DDOG | DATADOG INC | $3,448.60万 | 2.04% | 132,455 | -86,810 | -39.6% | -$2,260.19万 | 减仓 |
| NTSK | NETSKOPE INC | $3,660.26万 | 2.16% | 3,345,759 | 3,270,699 | 4,357.4% | $3,578.14万 | 加仓 |
| NU | NU HLDGS LTD | $4,520.58万 | 2.67% | 3,383,667 | 301,267 | 9.8% | $402.49万 | 加仓 |
| GOOGL | ALPHABET INC | $5,155.06万 | 3.05% | 144,250 | -65,200 | -31.1% | -$2,330.05万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1.57亿 | 9.30% | 136,205 | -31,325 | -18.7% | -$3,615.81万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.87亿 | 11.05% | 431,266 | -57,743 | -11.8% | -$2,502.18万 | 减仓 |
| CRM | SALESFORCE INC | $3.68亿 | 21.76% | 2,347,970 | 2,211,935 | 1,626.0% | $3.47亿 | 加仓 |
| CHYM | CHIME FINL INC | $5.36亿 | 31.72% | 26,185,368 | 0 | 0.0% | — | 不变 |