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Enter ticker(s) QQQ: 62.94 -0.68%   SPY: 132.83 -0.38%
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Crosslink Capital

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Today:
Week:
1-month:
All-time:
+2.1%
+8.6%
+12.6%
+38.6%
vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
+2.5%
+10.9%
+17.1%
+44.2%
 

Data since: Jul-1-2007
Current Portfolio: Q4 2011


     
Emerging Sovere... -0.2%
Baillie Gifford... -0.7%
Partner Advisor... -1.1%
     
21 members Tracking
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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  Div Yield  % off
52wk lw
% from
52wk hg
Q4 2011 View as: Alerts Holdings Detail
 ACOM $22.29 -0.26 -1.15% 856,770 101% $949.5M - 8% -51% -2.9% $50.6M | 2.2M shares - increase of 176.2K shares
 AVGO $30.77 -0.28 -0.90% 1,945,152 88% $7.5B 1.7% 16% -22% +6.6% $20.8M | 719.4K shares - increase of 25.1K shares
 BIDU $122.26 -1.61 -1.30% 4,076,871 84% $42.7B - 21% -26% +5.0% $19.3M | 165.3K shares - increase of 46.1K shares
 CARB $9.09 +0.42 +4.84% 131,310 69% $230.9M - 35% -57% -18.1% $23.1M | 2.1M shares - increase of 94.9K shares
 CRM $136.58 -1.52 -1.10% 3,270,980 136% $18.7B - 45% -17% +34.6% $21.7M | 213.7K shares - New Holding
 EBAY $39.86 -0.19 -0.47% 11,459,249 86% $51.4B - 48% -5% +31.4% $21.1M | 696.8K shares - increase of 159.0K shares
 EQIX $160.39 -2.67 -1.64% 1,795,841 157% $7.6B - 98% -7% +58.2% $36.6M | 361.0K shares - No Change
 FFIV $118.26 -5.62 -4.54% 2,237,303 127% $9.3B - 71% -15% +11.4% $20.6M | 194.5K shares - decrease of 60.5K shares
 FIS $32.52 +0.07 +0.22% 1,448,347 91% $9.6B 2.5% 44% -5% +22.3% $19.6M | 736.0K shares - decrease of 96.7K shares
 FTNT $24.23 +0.21 +0.87% 1,934,493 93% $3.8B - 54% -16% +11.1% $16.9M | 775.1K shares - decrease of 372.2K shares
 GOOG $628.93 +17.82 +2.92% 4,837,424 184% $204.3B - 33% -6% -2.6% $28.7M | 44.4K shares - increase of 13.2K shares
 P $11.37 +0.54 +4.99% 4,002,038 157% $1.8B - 45% -56% +13.6% $350.0M | 35.0M shares - No Change
 PCLN $662.24 -0.09 -0.01% 1,214,032 82% $32.9B - 61% -15% +41.6% $27.1M | 58.0K shares - increase of 45.2K shares
 QCOM $59.11 -2.33 -3.79% 21,046,501 153% $101.3B 1.6% 29% -14% +8.1% $29.8M | 544.5K shares - decrease of 39.4K shares
 V $117.53 +1.14 +0.98% 4,334,804 116% $95.6B 0.8% 61% -6% +15.8% $28.2M | 277.3K shares - decrease of 6.8K shares
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Discuss Crosslink Capital's portfolio
 
Latest Portfolio Notes & Links
 
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Apple Loses Favor With Hedge Funds SAC Capital, Viking
AAPL  MSFT  GOOG  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 17, 12:12AM from (www.bloomberg.com)
Apple Loses Favor With Hedge Funds SAC, Viking


Two Apple Inc. MacBook Pro laptop computers, seen on Jan.  more ...

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Stephen Mandel's Ira Sohn Presentation: Long Kohl's, Bearish on Fixed Income
AAPL  KSS  PCLN  GOOG  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 16, 09:01PM from (www.marketfolly.com)
We're posting up notes from the Ira Sohn Conference.  Lone Pine Capital's Stephen Mandel gave a presentation on how  more ...
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Philippe Laffont on Equinix & Virgin Media: Ira Sohn Presentation
EQIX  VMED  
Linked by market folly ( track newsfeed | ignore newsfeed ) - May 16, 08:55PM from (www.marketfolly.com)
We're posting up notes from the Ira Sohn Conference.  Coatue Management's Philippe Laffont gave a presentation on going  more ...
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App Smart: Digital Guardians That Help Ease the Fears of Parents
AAPL  GOOG  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 07:37PM from (feeds.nytimes.com)
Two apps, FBI Child ID and Footprints, are worth downloading for any parent — even those who can’t imagine ever losing  more ...
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Gazprom at Discount After NY Oil Trails London: Russia Overnight
LUKOY  RSX  GOOG  YNDX  PLZLY  FB  OGZPY  
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 16, 07:36PM from (www.bloomberg.com)
OAO Gazprom (OGZPY) and OAO Lukoil’s (LUKOY) U.S.- traded shares are fetching a discount to their Moscow stock for the  more ...
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A Computer User’s Guide to Cloud Storage
MSFT  GOOG  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 07:29PM from (feeds.nytimes.com)
Cloud storage, now offered by a number of companies in different price ranges, offers a substitute for physical storage,  more ...
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Bits: Before Facebook I.P.O., Google Shows Off Its New Brains
GOOG  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 16, 06:11PM from (feeds.nytimes.com)
Google’s new search feature, the Knowledge Graph, hopes to churn up more relevant search results based on a new database  more ...
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Google Launches “Next Generation Of Search”
GOOG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 05:38PM from (247wallst.com)
Google (NASDAQ: GOOG) announced that it will launch "The Knowledge Graph" which it describes as "the next generation of search".  more ...
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Ancestry.com Adds New Board Member
ACOM  
Linked by GlobeNewswire ( track newsfeed | ignore newsfeed ) - May 16, 05:20PM from (www.globenewswire.com)
PROVO, Utah, May 16, 2012 (GLOBE NEWSWIRE) -- Ancestry.com Inc. (Nasdaq:ACOM), the world's largest online family history  more ...
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Google Adds Knowledge Graph To Search To Recapture Lost Market Share
MSFT  GOOG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 01:24PM from (247wallst.com)
Google Inc. (NASDAQ: GOOG) may have had some idea that they were losing market share in the U.S. search market as the rise  more ...
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Google Revamps Search Results Pages With ‘Knowledge Graph’
MSFT  IACI  YHOO  GOOG  AOL  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 01:03PM from (www.forbes.com)
Google this morning is launching a major addition to its search results pages intended to give users more accurate and relevant  more ...
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Will Facebook Buy RIM? Uh, No, Not In A Zillion Years
AAPL  MSFT  NOK  RIMM  GOOG  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 09:42AM from (www.forbes.com)
Here it is, the dumbest stock market acquisition rumor ever to be set into type. The U.K. newspaper The Daily Mail, clearly  more ...
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Facebook: As Expected, Deal Expanded; 84M More Shrs From Insiders
MSFT  GS  GOOG  LNKD  ZNGA  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 16, 09:04AM from (www.forbes.com)
Facebook this morning filed with the SEC to expand the size of its initial public offering by 83.8 million shares. All of  more ...
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Mobile Phone Sales Fall in Q1 — Gartner
AAPL  IT  MSFT  NOK  RIMM  GOOG  MMI  SSNLF  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 08:07AM from (247wallst.com)
High-tech industry research firm Gartner Inc. (NYSE: IT) reports this morning the worldwide sales of mobile phones unexpectedly  more ...
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JCPenney and Nokia — When a New CEO Fails
JWN  AAPL  MSFT  M  NOK  YHOO  AMZN  JCP  GOOG  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - May 16, 06:30AM from (247wallst.com)
It is rare, but some new chief executives fail early - just after they begin their new jobs. That leaves boards with impossible  more ...
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HTC: Some New Phones Delayed By Customs Due To ITC Exclusion Order In Apple Case
AAPL  MSFT  RIMM  GOOG  MMI  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 15, 10:15PM from (www.forbes.com)
HTC is feeling some real-world effects from its patents war with Apple. This afternoon, the Taiwan-based smartphone maker  more ...
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George Soros Sells Out Of Google Stock
GOOG  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 15, 09:31PM from (ycharts.com)
Soros Fund Management released their first quarter 13F holdings today. The fund has almost $7 billion under management and  more ...
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G.M. to Quit Facebook Ad Campaign Worth $10 Million a Year
F  GOOG  GM  FB  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 15, 09:05PM from (feeds.nytimes.com)
The loss of $10 million in ad dollars does not represent a financial disaster for Facebook, but it is a public relations  more ...
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Facebook Reportedly To Boost Deal By 85 Million Shares
MSFT  GOOG  LNKD  P  ZNGA  
Linked by The Tech Trade ( track newsfeed | ignore newsfeed ) - May 15, 08:49PM from (www.forbes.com)
Facebook is planning to increase the size of its pending initial public offering by 85 million shares, CNBC reports. The  more ...
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Don’t Wish Bad News on Baidu – But When it Happens, That’s Your Chance
AAPL  DELL  YHOO  SINA  SOHU  GOOG  BIDU  
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 15, 08:15PM from (ycharts.com)
Chinese internet provider Baidu (BIDU) typically played the uber-Google (GOOG) for U.S. investors, providing shareholders  more ...
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