CIK 1632665
Taylor Frigon Capital Management LLC
Institutional 13F holdings & portfolio
Holdings
93
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 93
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ALAB | ASTERA LABS INC | 26K | $1M+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 30K | $1M+ | SH |
| MDB | MONGODB INC | 9K | $1M+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 4K | $1M+ | SH |
| TSEM | TOWER SEMICONDUCTOR LTD | 30K | $1M+ | SH |
| CVNA | CARVANA CO | 8K | $1M+ | SH |
| MAIN | MAIN STR CAP CORP | 53K | $1M+ | SH |
| GKOS | GLAUKOS CORP | 28K | $1M+ | SH |
| NET | CLOUDFLARE INC | 16K | $1M+ | SH |
| HTGC | HERCULES CAPITAL INC | 163K | $1M+ | SH |
| KLAC | KLA CORP | 3K | $1M+ | SH |
| PI | IMPINJ INC | 17K | $1M+ | SH |
| BILL | BILL HOLDINGS INC | 54K | $1M+ | SH |
| PCOR | PROCORE TECHNOLOGIES INC | 40K | $1M+ | SH |
| TTAN | SERVICETITAN INC | 27K | $1M+ | SH |
| BROS | DUTCH BROS INC | 47K | $1M+ | SH |
| CAMT | CAMTEK LTD | 27K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 139K | $1M+ | SH |
| ALKT | ALKAMI TECHNOLOGY INC | 118K | $1M+ | SH |
| GDYN | GRID DYNAMICS HLDGS INC | 289K | $1M+ | SH |
| EPAM | EPAM SYS INC | 14K | $1M+ | SH |
| OMF | ONEMAIN HLDGS INC | 37K | $1M+ | SH |
| KRNT | KORNIT DIGITAL LTD | 155K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 4K | $1M+ | SH |
| TW | TRADEWEB MKTS INC | 23K | $1M+ | SH |
| SYM | SYMBOTIC INC | 41K | $1M+ | SH |
| GEV | GE VERNOVA INC | 4K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 6K | $1M+ | SH |
| TMDX | TRANSMEDICS GROUP INC | 20K | $1M+ | SH |
| ONTO | ONTO INNOVATION INC | 15K | $1M+ | SH |
| BOOT | BOOT BARN HLDGS INC | 14K | $1M+ | SH |
| CYBR | CYBERARK SOFTWARE LTD | 5K | $1M+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 87K | $1M+ | SH |
| CBZ | CBIZ INC | 45K | $1M+ | SH |
| PRCT | PROCEPT BIOROBOTICS CORP | 72K | $1M+ | SH |
| DXCM | DEXCOM INC | 34K | $1M+ | SH |
| CCI | CROWN CASTLE INC | 25K | $1M+ | SH |
| PSTG | PURE STORAGE INC | 33K | $1M+ | SH |
| TOST | TOAST INC | 62K | $1M+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 26K | $1M+ | SH |
| MNDY | MONDAY COM LTD | 15K | $1M+ | SH |
| GTLB | GITLAB INC | 58K | $1M+ | SH |
| MBLY | MOBILEYE GLOBAL INC | 203K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC | 14K | $1M+ | SH |
| FVRR | FIVERR INTL LTD | 102K | $1M+ | SH |
| FHI | FEDERATED HERMES INC | 40K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 5K | $1M+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 11K | $1M+ | SH |
| ROL | ROLLINS INC | 32K | $1M+ | SH |
| QCOM | QUALCOMM INC | 11K | $1M+ | SH |