Taylor Frigon Capital Management LLC 13F Holdings · Q2 2026
Taylor Frigon Capital Management LLC reported 93 securities worth $213.65M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ALAB (3.00%), CRDO (2.44%), CDNL (2.33%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ALAB | ASTERA LABS INC | $6.4M | 3.00% | 13,286 | Trimmed |
| 2 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $5.2M | 2.44% | 19,137 | Trimmed |
| 3 | CDNL | CARDINAL INFRASTRUCTURE GROU | $5.0M | 2.33% | 52,753 | Trimmed |
| 4 | PANW | PALO ALTO NETWORKS INC | $4.4M | 2.05% | 12,837 | Added |
| 5 | KLAC | KLA CORP | $4.4M | 2.04% | 14,437 | Added |
| 6 | TSEM | TOWER SEMICONDUCTOR LTD | $4.3M | 2.03% | 16,653 | Trimmed |
| 7 | MRVL | MARVELL TECHNOLOGY INC | $4.3M | 2.00% | 14,333 | Trimmed |
| 8 | ONTO | ONTO INNOVATION INC | $3.9M | 1.83% | 10,317 | Trimmed |
| 9 | NET | CLOUDFLARE INC | $3.8M | 1.77% | 15,460 | Trimmed |
| 10 | CVNA | CARVANA CO | $3.8M | 1.76% | 57,055 | Added |
| 11 | GEV | GE VERNOVA INC | $3.7M | 1.73% | 3,147 | Trimmed |
| 12 | PWR | QUANTA SVCS INC | $3.6M | 1.70% | 5,031 | Trimmed |
| 13 | BROS | DUTCH BROS INC | $3.3M | 1.55% | 46,123 | Trimmed |
| 14 | GKOS | GLAUKOS CORP | $3.3M | 1.53% | 23,385 | Trimmed |
| 15 | GTLB | GITLAB INC | $3.1M | 1.47% | 103,135 | Added |
| 16 | MDB | MONGODB INC | $3.0M | 1.42% | 9,002 | Trimmed |
| 17 | PI | IMPINJ INC | $2.8M | 1.32% | 19,735 | Added |
| 18 | QUIK | QUICKLOGIC CORP | $2.8M | 1.32% | 140,746 | Trimmed |
| 19 | SOFI | SOFI TECHNOLOGIES INC | $2.8M | 1.30% | 155,252 | Added |
| 20 | MBLY | MOBILEYE GLOBAL INC | $2.8M | 1.29% | 284,206 | Added |
| 21 | SYM | SYMBOTIC INC | $2.7M | 1.28% | 60,700 | Added |
| 22 | ALKT | ALKAMI TECHNOLOGY INC | $2.7M | 1.27% | 149,276 | Trimmed |
| 23 | BILL | BILL HOLDINGS INC | $2.7M | 1.26% | 74,571 | Added |
| 24 | NICE | NICE LTD | $2.6M | 1.24% | 29,077 | Added |
| 25 | BOOT | BOOT BARN HLDGS INC | $2.6M | 1.23% | 15,994 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR