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Taylor Frigon Capital Management LLC → NET

Taylor Frigon Capital Management LLC NET Position History

Cloudflare, Inc. • Technology

Quarters held
4
Latest value
$5.3M
Q3 2026
Peak value
$5.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.1M
Q1 2026$3.2M
Q2 2026$3.8M
Q3 2026$5.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.3M15.1K——
Q2 2026$3.8M15.5K——
Q1 2026$3.2M15.6K——
Q4 2025$3.1M15.8K——

Other funds holding NET

Other Taylor Frigon Capital Management LLC positions

ALAB

ASTERA LABS INC

$6.4M
CRDO

CREDO TECHNOLOGY GROUP HOLDI

$5.2M
CDNL

CARDINAL INFRASTRUCTURE GROU

$5M
PANW

PALO ALTO NETWORKS INC

$4.4M
KLAC

KLA CORP

$4.4M
TSEM

TOWER SEMICONDUCTOR LTD

$4.3M
ALAB

ASTERA LABS INC

$4.3M
CRDO

CREDO TECHNOLOGY GROUP HOLDI

$4.3M