Taylor Frigon Capital Management LLC
Q3 2026 13F filing
Updated 13 days ago92 disclosed positions worth $196.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N CLOUDFLARE INC | $5.3M | 15.1K | 2.67% | Trimmed(-2.1%) |
| 2 | E EVERPURE INC | $4M | 30.8K | 2.05% | Trimmed(-5.7%) |
| 3 | T TOWER SEMICONDUCTOR LTD | $3.7M | 16.3K | 1.89% | Trimmed(-2.1%) |
| 4 | G GITLAB INC | $3.6M | 76.2K | 1.83% | Trimmed(-26.2%) |
| 5 | M MARVELL TECHNOLOGY INC | $3.6M | 13.6K | 1.82% | Trimmed(-5.3%) |
| 6 | G GLAUKOS CORP | $3.6M | 21.8K | 1.82% | Trimmed(-6.9%) |
| 7 | C CARVANA CO | $3.4M | 54.6K | 1.74% | Trimmed(-4.3%) |
| 8 | P PALANTIR TECHNOLOGIES INC | $3.3M | 17.6K | 1.67% | Trimmed(-3.1%) |
| 9 | F JFROG LTD | $3.2M | 33.4K | 1.65% | — |
| 10 | P IMPINJ INC | $3.2M | 17.8K | 1.62% | Trimmed(-9.8%) |
| 11 | P QUANTA SVCS INC | $3.2M | 4.9K | 1.62% | Trimmed(-1.7%) |
| 12 | C CREDO TECHNOLOGY GROUP HOLDI | $3.2M | 16.2K | 1.61% | Trimmed(-15.3%) |
| 13 | P PALO ALTO NETWORKS INC | $3M | 7.6K | 1.54% | Trimmed(-40.4%) |
| 14 | T SERVICETITAN INC | $3M | 45.4K | 1.52% | Added(+23.0%) |
| 15 | N NICE LTD | $3M | 26.6K | 1.50% | Trimmed(-8.5%) |
| 16 | G GE VERNOVA INC | $2.9M | 3.1K | 1.50% | Trimmed(-1.7%) |
| 17 | M MONGODB INC | $2.9M | 8.4K | 1.49% | Trimmed(-6.4%) |
| 18 | P PROCORE TECHNOLOGIES INC | $2.9M | 56.5K | 1.48% | Added(+11.8%) |
| 19 | T TRANSMEDICS GROUP INC | $2.9M | 35.0K | 1.48% | Added(+30.0%) |
| 20 | F FIGMA INC | $2.9M | 138.7K | 1.48% | Added(+18.9%) |
| 21 | M MAIN STR CAP CORP | $2.8M | 51.0K | 1.43% | Added(+0.5%) |
| 22 | K KLA CORP | $2.8M | 14.2K | 1.41% | Trimmed(-1.8%) |
| 23 | D DEXCOM INC | $2.7M | 31.7K | 1.39% | Trimmed(-5.5%) |
| 24 | H HERCULES CAPITAL INC | $2.7M | 162.1K | 1.39% | Added(+0.8%) |
| 25 | A ASTERA LABS INC | $2.7M | 7.6K | 1.38% | Trimmed(-42.7%) |
| 26 | A ARES CAPITAL CORP | $2.6M | 138.0K | 1.34% | Added(+1.3%) |
| 27 | S SYMBOTIC INC | $2.5M | 59.5K | 1.27% | Trimmed(-2.0%) |
| 28 | K KORNIT DIGITAL LTD | $2.5M | 149.9K | 1.27% | Trimmed(-2.5%) |
| 29 | M MERCADOLIBRE INC | $2.5M | 1.4K | 1.25% | — |
| 30 | M MONOLITHIC PWR SYS INC | $2.4M | 1.8K | 1.24% | Trimmed(-1.8%) |
| 31 | B DUTCH BROS INC | $2.4M | 62.9K | 1.23% | Added(+36.3%) |
| 32 | N NU HLDGS LTD | $2.4M | 189.2K | 1.22% | — |
| 33 | S SOFI TECHNOLOGIES INC | $2.4M | 152.3K | 1.22% | Trimmed(-1.9%) |
| 34 | M MONDAY COM LTD | $2.4M | 30.5K | 1.22% | Trimmed(-4.5%) |
| 35 | C CASEYS GEN STORES INC | $2.3M | 3.8K | 1.18% | — |
| 36 | B BILL HOLDINGS INC | $2.3M | 54.5K | 1.18% | Trimmed(-26.9%) |
| 37 | I IDEXX LABS INC | $2.3M | 4.4K | 1.17% | Trimmed(-1.8%) |
| 38 | E EQUINIX INC | $2.3M | 2.3K | 1.17% | Added(+0.8%) |
| 39 | T TOAST INC | $2.3M | 78.1K | 1.15% | Trimmed(-1.8%) |
| 40 | T TRADEWEB MKTS INC | $2.2M | 22.0K | 1.13% | Trimmed(-1.8%) |
| 41 | D DIGITAL RLTY TR INC | $2.2M | 12.6K | 1.12% | Trimmed(-1.2%) |
| 42 | C CAMTEK LTD | $2.2M | 14.2K | 1.12% | Trimmed(-1.7%) |
| 43 | O ONTO INNOVATION INC | $2.2M | 7.0K | 1.10% | Trimmed(-31.8%) |
| 44 | R RYMAN HOSPITALITY PPTYS INC | $2.1M | 17.4K | 1.06% | Trimmed(-0.7%) |
| 45 | A ALKAMI TECHNOLOGY INC | $2M | 148.1K | 1.03% | Trimmed(-0.8%) |
| 46 | O ONEMAIN HLDGS INC | $2M | 35.4K | 1.00% | Added(+0.6%) |
| 47 | C COMPUGEN LTD | $1.9M | 816.3K | 0.99% | Trimmed(-3.1%) |
| 48 | Q QUALCOMM INC | $1.9M | 10.5K | 0.99% | Added(+1.6%) |
| 49 | L ELI LILLY & CO | $1.9M | 1.7K | 0.98% | Trimmed(-0.2%) |
| 50 | G GCM GROSVENOR INC | $1.9M | 147.4K | 0.97% | Trimmed(-0.1%) |