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CrossLink Capital, Inc.
Michael J. Stark · Venture Capital · Venture
Crosslink Capital, Inc., founded in 1989 and headquartered in Menlo Park, California, is a prominent venture capital firm that integrates private and public market investing. The firm primarily focuses on early-stage venture capital, leading seed and Series A investments in consumer and enterprise technology companies across North America. Crosslink is uniquely supported by its Alpha network, an invite-only community of over 2,000 founders and industry leaders that provides strategic resources and networking opportunities to its portfolio. Through its crossover funds, the firm also invests in fast-growing public equities, allowing it to support innovative companies from their earliest stages through their maturation in the public markets. With over three decades of experience, Crosslink has been a partner to numerous market-transforming businesses, leveraging deep domain expertise and a collaborative approach to drive long-term growth and successful exits.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +73.0% |
| YTD return | +51.8% |
| Sharpe ratio | 3.70 |
| Win rate | 70% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.crosslinkcapital.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| CHYM | Chime Financial, Inc. Class A Common Stock | 53.8% | +56.0% |
| LRCX | Lam Research Corp | 8.0% | +78.9% |
| MU | Micron Technology Inc | 7.6% | +221.6% |
| NTSK | Netskope, Inc. Class A Common Stock | 3.0% | -5.9% |
| GOOGL | Alphabet Inc Class A | 3.0% | +18.7% |
| NU | Nu Holdings Ltd | 2.9% | +3.1% |
| NTNX | Nutanix Inc | 2.5% | +24.3% |
| WEAV | Weave Communications Inc | 2.2% | +17.8% |
| PANW | Palo Alto Networks Inc | 2.2% | +66.0% |
| CRM | Salesforce.com Inc | 2.1% | +45.6% |
| DDOG | Datadog Inc | 1.9% | +9.2% |
| MELI | MercadoLibre Inc. | 1.5% | -3.4% |
| CBRS | Cerebras Systems Inc. | 1.4% | +17.8% |
| DASH | DoorDash, Inc. Class A Common Stock | 1.4% | -4.7% |
| APPF | Appfolio Inc | 1.3% | +19.2% |
| ZS | Zscaler Inc | 1.2% | -8.4% |
| NVDA | NVIDIA Corporation | 1.1% | +6.2% |
| IIIV | i3 Verticals Inc | 1.1% | -33.6% |
| SNAP | Snap Inc | 0.7% | +0.5% |
| CRWD | Crowdstrike Holdings Inc | 0.7% | +56.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | GOOGL | 5.2% → 3.0% |
| Aug 31, 2026 | SELL | CRWD | 1.3% → 0.7% |
| Aug 31, 2026 | SELL | PANW | 2.5% → 2.2% |
| Aug 31, 2026 | BUY | CBRS | 0.0% → 1.4% |
| Aug 31, 2026 | SELL | FIG | 0.9% → 0.0% |
Investment Style Analysis
CrossLink Capital, Inc. is widely recognized for employing a Venture strategy. As of Sep 4, 2026, the firm oversees approximately $1.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Application and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, CrossLink Capital, Inc. made a significant move by reducing the position in GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Crosslink Capital's investment philosophy focuses on identifying and scaling category-defining technology companies by providing continuous support across the private-public continuum. The firm leverages its proprietary Alpha network to connect founders with a high-value ecosystem of peers, advisors, and potential customers. By combining early-stage venture discipline with the analytical rigor of public market investing, Crosslink seeks to back ambitious entrepreneurs building disruptive businesses. Its strategy emphasizes collaborative, hands-on partnerships and the use of extensive industry networks to facilitate growth, talent acquisition, and successful market exits.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with CrossLink Capital, Inc..
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Frequently asked questions
How is the simulated portfolio for CrossLink Capital, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is CrossLink Capital, Inc.'s largest holding?
As of the latest filing, CrossLink Capital, Inc.'s top position is Chime Financial, Inc. Class A Common Stock (CHYM), representing 53.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is CrossLink Capital, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +73.0% with a win rate of 70%. Notably, the portfolio maintains a Sharpe Ratio of 3.70, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does CrossLink Capital, Inc. primarily invest in?
CrossLink Capital, Inc. has a strong preference for the Software - Application sector, which makes up 59.2% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is CrossLink Capital, Inc.'s portfolio concentrated or diversified?
CrossLink Capital, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 69.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has CrossLink Capital, Inc. performed in 2026?
Our AI-simulated model portfolio for CrossLink Capital, Inc. tracks a Year-to-Date (YTD) return of +51.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael J. Stark manage CrossLink Capital, Inc. directly?
Yes, Michael J. Stark serves as the key portfolio manager for CrossLink Capital, Inc., overseeing the investment strategy and final capital allocation decisions.