Crosslink Capital’s Top Stock Picks
Crosslink Capital is a San Francisco-based hedge fund founded by Michael Stark and Seymour Franklin Kaufman thirty years ago.
Crosslink Capital, a distinguished venture capital firm, specializes in both private and public equity investing, with a focus on early-stage opportunities. While its primary emphasis lies in supporting early-stage companies, Crosslink Capital remains open to investments across all stages of a company's lifecycle, from seed stage to pre-IPO. Moreover, the firm actively engages in financing later-stage private companies through growth equity and expansion capital, as well as participating in private investments in public equity (PIPEs). Originally established as Omega Ventures in 1989, Crosslink Capital has since evolved into a leading force in the investment landscape. Headquartered in San Francisco, California, the firm continues to drive innovation and growth across various sectors, leveraging its extensive expertise and strategic insights to identify and nurture promising ventures.
Michael Stark serves as a Founding Partner at Crosslink Capital, where he holds the pivotal role of portfolio manager for the firm’s public and crossover funds. With an illustrious career spanning over two decades, Michael played a central role in the inception of Crosslink Capital in January 1999, spearheading the founder’s buyout from Robertson Stephens. During the formative years of Crosslink Capital, Michael demonstrated exceptional leadership, overseeing both the public and venture capital teams with distinction. His strategic vision and managerial acumen were instrumental in shaping the firm's trajectory during its critical initial 15-year period, establishing Crosslink Capital as a formidable force in the investment landscape.
Crosslink Capital emerges as a distinguished hedge fund, entrusted by a clientele of 33 discerning investors and overseeing discretionary assets under management (AUM) totaling $4,902,670,468, as per their Form ADV filed on March 28, 2024. Their most recent 13F filing for Q4 2023 unveiled holdings in managed 13F securities valued at $673,527,078, with a significant concentration of 78.08% among their top 10 holdings. Notably, Crosslink Capital's largest position is held in Weave Communications Inc., with an impressive holding of 9,619,421 shares.
