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Crosslink Capital

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Today:
Week:
1-month:
All-time:
+2.8%
+1.8%
+14.1%
+38.3%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
+3.4%
+3.2%
+10.0%
+21.4%
 

Data since: Jul-1-2007
Current Portfolio: Q1 2013


     
Greatbanc Trust... -1.2%
Holland Capital... -0.4%
Huntington Stee... -0.6%
     
28 members Tracking
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Portfolio Detail
 
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q1 2013 View as: Alerts Holdings Detail
 AMZN $259.74 -2.06 -0.79% 628,387 42% $119.1B - 26% -9% -0.7% $29.4M | 110.5K shares - decrease of 1.8K shares
 AVGO $33.80 -0.17 -0.49% 727,726 58% $8.3B 2.2% 12% -11% -4.3% $25.3M | 704.0K shares - increase of 74.7K shares
 CARB $10.09 +0.01 +0.15% 12,579 43% $261.4M - 75% -11% -6.6% $22.8M | 2.1M shares - No Change
 CRM $41.94 -3.75 -8.21% 11,218,131 503% $26.7B - 40% -12% -76.1% $21.4M | 477.6K shares - decrease of 116.0K shares
 CTXS $62.78 -0.87 -1.37% 627,725 58% $11.9B - 11% -27% -12.1% $43.6M | 603.9K shares - increase of 69.1K shares
 INFA $34.41 -0.32 -0.92% 229,272 36% $3.7B - 44% -23% +2.3% $21.0M | 608.1K shares - increase of 488.7K shares
 INXN $26.51 -0.08 -0.30% 138,730 88% $1.8B - 71% -5% +9.7% $20.8M | 859.1K shares - decrease of 26.9K shares
 JWN $59.69 -0.47 -0.79% 406,203 55% $11.8B 2.0% 29% -3% +9.6% $19.7M | 356.9K shares - New Holding
 LNKD $174.08 -2.25 -1.28% 734,213 61% $19.4B - 98% -14% +0.3% $41.6M | 236.5K shares - increase of 7.6K shares
 MRIN $12.12 -0.13 -1.06% 29,060 14% $381.2M - 39% -39% -24.2% $28.8M | 1.8M shares - New Holding
 P $17.71 +0.55 +3.21% 13,450,836 617% $2.9B - 150% 0% +29.6% $451.7M | 31.9M shares - decrease of 1.6M shares
 PCLN $800.04 -3.56 -0.44% 202,469 58% $40.2B - 45% -6% +15.0% $30.0M | 43.6K shares - increase of 22.8K shares
 QCOM $63.85 -0.06 -0.09% 4,360,681 68% $110.3B 2.2% 20% -7% -3.3% $26.9M | 402.5K shares - decrease of 142.1K shares
 V $179.52 +1.42 +0.80% 1,348,942 96% $141.2B 0.7% 60% -3% +7.3% $40.6M | 239.3K shares - increase of 17.4K shares
 VRSK $59.31 -0.68 -1.13% 250,575 80% $10.1B - 32% -5% -3.0% $24.6M | 399.9K shares - increase of 98.1K shares
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Discuss Crosslink Capital's portfolio
 
Latest Portfolio Notes & Links
 
View: Headlines   |   Message Board   |   Portfolio Notes  
 
 
This Morning: CRM Swoons, P Pops, BLOX Rocks, CRUS Cut
CRM  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - 52 minutes ago from (blogs.barrons.com)
Here are some things going on this morning in your world of tech: Shares of Salesforce.com (CRM) are down $3.48, or almost  more ...
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Mid-Morning Market Update: Markets Fall, Pandora Posts Higher Revenue
ANF  CRM  IOC  SHLD  P  BLOX  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 24, 10:36AM from (www.benzinga.com)
Following the market opening Friday, the Dow traded down 0.26 percent to 15,255.34, while the NASDAQ fell 0.55 percent to  more ...
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Dividends and Buybacks May Rekindle Buying Chip Stocks for Value Investors
SWKS  ADI  INTC  AAPL  CY  QCOM  SNDK  NVDA  ONNN  SMH  AVGO  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 24, 10:05AM from (247wallst.com)
Sterne Agee analyst Vijay Rakesh has given a snapshot on various semiconductor sector plays ahead. While many fundamental  more ...
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SAP Cloud Chief Dalgaard Leaving as Part of Overhaul
CRM  ORCL  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 24, 09:59AM from (www.bloomberg.com)
SAP AG (SAP), the largest maker of enterprise-management software, overhauled its management structure to sharpen its focus  more ...
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MasterCard, Visa Facing Lawsuits from US Retailers Over Credit Card Fees
TGT  WMT  TJX  M  KSS  MA  V  
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 24, 08:18AM from (www.dividend.com)
On Thursday, a number of US retailers including Macy's (M) and Target (TGT), filed a lawsuit against Visa Inc (V) and MasterCard  more ...
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Top 10 Analyst Upgrades and Downgrades: Cubist, Marvell, PG and More
WEN  NDSN  PG  CBST  MRVL  AIXG  CRM  ALNY  MPEL  P  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 24, 08:15AM from (247wallst.com)
Investors and traders are usually on the lookout for new research ideas that will generate higher income or more profits.  more ...
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Retailers Sue Visa, MasterCard over Fees
MA  V  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 24, 07:00AM from (247wallst.com)
Several large retailers accuse MasterCard Inc. (NYSE: MA) and Visa Inc. (NYSE: V) of setting unfair fees that damage the  more ...
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What Is Important: Germany Dodges Recession, Google Antitrust Probe
MA  GOOG  V  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 24, 06:29AM from (247wallst.com)
Germany Misses Recession Germany confirmed that its first-quarter gross domestic product rose only 0.1%. There was some excitement  more ...
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Benzinga Market Primer: Friday May 24
CMA  GPS  PG  FL  ANF  MRVL  CRM  SHLD  P  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 24, 06:03AM from (www.benzinga.com)
The buy on the dip mentality seems to be alive and well in this market as the Dow erased a loss of more than 120 points to  more ...
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PREMIUM PARTNER CONTENT
Member Q&A - Margin Pressure on Smartphone Component Suppliers
AAPL  CRUS  QCOM  RFMD  TQNT  BRCM  AVGO  
Posted by nextinning ( track member | ignore member ) - May 23, 10:05PM
Q) I read your post regarding Cirrus Logic (CRUS) pricing. I also saw some analysts commenting that this could be read-through  more ...
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Salesforce.com Falls on Wider Q1 Loss
CRM  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 23, 08:57PM from (www.benzinga.com)
Cloud computing and customer relationship management company Salesforce.com (NYSE: CRM) released its fiscal first-quarter  more ...
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Pandora Jumps on Q1 Results, Increased Guidance
P  
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 23, 08:49PM from (www.benzinga.com)
Internet radio company Pandora Media (NYSE: P) released its fiscal first-quarter earnings results on Thursday after the closing bell.
 more ...

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Wolfson Looks to Future With Washing Machines You Can Talk to
AAPL  CRUS  QCOM  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 07:26PM from (www.bloomberg.com)
Wolfson Microelectronics Plc (WLF) survived three “innovate or die moments” four years ago, said Chief Executive Officer  more ...
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Pandora Company Earnings Pushing Stock Toward All-Time High
P  EPS  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 23, 04:32PM from (247wallst.com)
Pandora Media Inc. (NYSE: P) reported first quarter 2014 results after markets closed today. For the quarter, the Internet  more ...
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Salesforce Forecast Misses Estimates on Marketing Tools
CRM  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 04:30PM from (www.bloomberg.com)
Salesforce.com Inc. (CRM), the largest maker of online customer-management software, forecast profit and sales for the fiscal  more ...
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Pandora Jumps 8%: FYQ1 Revenue Beats, Q2, Year View Beat
P  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 23, 04:18PM from (blogs.barrons.com)
Shares of Internet radio purveyors Pandora Media (P) are up $1.59, or 9%, at $18.75, after the company this afternoon reported  more ...
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CRM OFF 6%: FYQ1 Rev Beats, Q2 View Misses
CRM  
Linked by BARRONS.com: Tech Trader Daily ( track newsfeed | ignore newsfeed ) - May 23, 04:14PM from (blogs.barrons.com)
Shares of cloud computing software vendor Salesforce.com (CRM) are down $2.69, or almost 6%, at $43, after the company this  more ...
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Closing Bell for Thursday on Wall Street: Markets Stall on Japan Losses
GPS  HPQ  JNJ  LTD  ROST  CRUS  CRMT  FL  PETM  SMRT  SANM  MNKD  DLTR  DO  ANF  RL  MRVL  CRM  STX  ARO  DRYS  PAY  ZUMZ  GME  P  WDAY  SEAS  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 23, 04:05PM from (247wallst.com)
U.S. equity markets opened sharply lower this morning, taking a lead from Japan’s Nikkei, which fell more than 7% for the  more ...
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Salesforce.com Announces Fiscal 2014 First Quarter Results
CRM  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 23, 04:05PM

SAN FRANCISCO, May 23, 2013 /PRNewswire/ -- Salesforce.com  more ...
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Pandora Reports Record 1Q14 Financial Results
P  
Posted by PR Newswire ( track newsfeed | ignore newsfeed ) - May 23, 04:02PM

OAKLAND, Calif., May 23, 2013 /PRNewswire/ -- Pandora (NYSE:  more ...
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