Taylor Frigon Capital Management LLC
Q2 2026 13F filing
Updated 50 days ago93 disclosed positions worth $213.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A ASTERA LABS INC | $6.4M | 13.3K | 3.00% | Trimmed(-44.1%) |
| 2 | C CRDO CREDO TECHNOLOGY GROUP HOLDI | $5.2M | 19.1K | 2.44% | Trimmed(-36.2%) |
| 3 | C CDNL CARDINAL INFRASTRUCTURE GROU | $5M | 52.8K | 2.33% | Trimmed(-39.2%) |
| 4 | P PANW PALO ALTO NETWORKS INC | $4.4M | 12.8K | 2.05% | Added(+30.6%) |
| 5 | K KLAC KLA CORP | $4.4M | 14.4K | 2.04% | Added(+890.2%) |
| 6 | T TSEM TOWER SEMICONDUCTOR LTD | $4.3M | 16.7K | 2.03% | Trimmed(-0.8%) |
| 7 | M MRVL MARVELL TECHNOLOGY INC | $4.3M | 14.3K | 2.00% | Trimmed(-43.8%) |
| 8 | O ONTO ONTO INNOVATION INC | $3.9M | 10.3K | 1.83% | Trimmed(-0.8%) |
| 9 | N NET CLOUDFLARE INC | $3.8M | 15.5K | 1.77% | Trimmed(-0.8%) |
| 10 | C CVNA CARVANA CO | $3.8M | 57.1K | 1.76% | Added(+551.2%) |
| 11 | G GEV GE VERNOVA INC | $3.7M | 3.1K | 1.73% | Trimmed(-14.0%) |
| 12 | P PWR QUANTA SVCS INC | $3.6M | 5.0K | 1.70% | Trimmed(-10.9%) |
| 13 | B BROS DUTCH BROS INC | $3.3M | 46.1K | 1.55% | Trimmed(-0.3%) |
| 14 | G GKOS GLAUKOS CORP | $3.3M | 23.4K | 1.53% | Trimmed(-0.3%) |
| 15 | G GTLB GITLAB INC | $3.1M | 103.1K | 1.47% | Added(+78.7%) |
| 16 | M MDB MONGODB INC | $3M | 9.0K | 1.42% | Trimmed(-0.3%) |
| 17 | P PI IMPINJ INC | $2.8M | 19.7K | 1.32% | Added(+0.0%) |
| 18 | Q QUIK QUICKLOGIC CORP | $2.8M | 140.7K | 1.32% | Trimmed(-43.8%) |
| 19 | S SOFI SOFI TECHNOLOGIES INC | $2.8M | 155.3K | 1.30% | Added(+31.6%) |
| 20 | M MBLY MOBILEYE GLOBAL INC | $2.8M | 284.2K | 1.29% | Added(+40.8%) |
| 21 | S SYM SYMBOTIC INC | $2.7M | 60.7K | 1.28% | Added(+50.0%) |
| 22 | A ALKT ALKAMI TECHNOLOGY INC | $2.7M | 149.3K | 1.27% | Trimmed(-0.2%) |
| 23 | ? N/A BILL HOLDINGS INC | $2.7M | 74.6K | 1.26% | Added(+37.6%) |
| 24 | N NCSYF NICE LTD | $2.6M | 29.1K | 1.24% | Added(+61.6%) |
| 25 | M MAIN MAIN STR CAP CORP | $2.6M | 50.7K | 1.23% | Added(+1.3%) |
| 26 | B BOOT BOOT BARN HLDGS INC | $2.6M | 16.0K | 1.23% | Added(+19.3%) |
| 27 | T TTAN SERVICETITAN INC | $2.6M | 36.9K | 1.22% | Added(+1.4%) |
| 28 | ? N/A EVERPURE INC | $2.6M | 32.6K | 1.20% | Trimmed(-0.2%) |
| 29 | M MPWR MONOLITHIC PWR SYS INC | $2.6M | 1.8K | 1.19% | Trimmed(-0.5%) |
| 30 | H HCXY HERCULES CAPITAL INC | $2.5M | 160.7K | 1.19% | Added(+1.4%) |
| 31 | A ARCC ARES CAPITAL CORP | $2.5M | 136.3K | 1.18% | Added(+1.3%) |
| 32 | K KRNT KORNIT DIGITAL LTD | $2.5M | 153.9K | 1.17% | Trimmed(-0.2%) |
| 33 | C CBZ CBIZ INC | $2.4M | 74.3K | 1.12% | Added(+64.1%) |
| 34 | I IDXX IDEXX LABS INC | $2.4M | 4.5K | 1.11% | Added(+25.3%) |
| 35 | ? N/A CLEARPOINT NEURO INC | $2.4M | 132.0K | 1.10% | Added(+0.1%) |
| 36 | C CAMT CAMTEK LTD | $2.4M | 14.4K | 1.10% | Trimmed(-0.2%) |
| 37 | A APH AMPHENOL CORP | $2.3M | 13.3K | 1.10% | Trimmed(-1.4%) |
| 38 | E EQIX EQUINIX INC | $2.3M | 2.3K | 1.10% | Trimmed(-3.1%) |
| 39 | M MNDY MONDAY COM LTD | $2.3M | 31.9K | 1.08% | Added(+8.1%) |
| 40 | P PRCT PROCEPT BIOROBOTICS CORP | $2.3M | 101.6K | 1.07% | Added(+14.5%) |
| 41 | D DLR-PJ DIGITAL RLTY TR INC | $2.3M | 12.8K | 1.07% | Trimmed(-3.0%) |
| 42 | D DXCM DEXCOM INC | $2.3M | 33.5K | 1.06% | Added(+0.0%) |
| 43 | R RHP RYMAN HOSPITALITY PPTYS INC | $2.3M | 17.5K | 1.05% | Trimmed(-3.2%) |
| 44 | T TW TRADEWEB MKTS INC | $2.2M | 22.4K | 1.04% | Trimmed(-0.2%) |
| 45 | T TOST TOAST INC | $2.2M | 79.6K | 1.04% | Added(+0.1%) |
| 46 | ? N/A VITAL FARMS INC | $2.2M | 188.8K | 1.03% | Added(+109.8%) |
| 47 | O OMF ONEMAIN HLDGS INC | $2.1M | 35.1K | 1.00% | Trimmed(-0.6%) |
| 48 | P PLTR PALANTIR TECHNOLOGIES INC | $2.1M | 18.1K | 0.99% | Added(+11.6%) |
| 49 | F FIG FIGMA INC | $2.1M | 116.6K | 0.99% | — |
| 50 | P PCOR PROCORE TECHNOLOGIES INC | $2.1M | 50.5K | 0.96% | Added(+27.3%) |