Taylor Frigon Capital Management LLC 13F 持仓 · 2026年Q2
Taylor Frigon Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 93 只证券，申报市值合计 2.14 亿美元。前几大持仓：ALAB（3.00%）、CRDO（2.44%）、CDNL（2.33%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ALAB | ASTERA LABS INC | $6.4M | 3.00% | 13,286 | 减持 |
| 2 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $5.2M | 2.44% | 19,137 | 减持 |
| 3 | CDNL | CARDINAL INFRASTRUCTURE GROU | $5.0M | 2.33% | 52,753 | 减持 |
| 4 | PANW | PALO ALTO NETWORKS INC | $4.4M | 2.05% | 12,837 | 增持 |
| 5 | KLAC | KLA CORP | $4.4M | 2.04% | 14,437 | 增持 |
| 6 | TSEM | TOWER SEMICONDUCTOR LTD | $4.3M | 2.03% | 16,653 | 减持 |
| 7 | MRVL | MARVELL TECHNOLOGY INC | $4.3M | 2.00% | 14,333 | 减持 |
| 8 | ONTO | ONTO INNOVATION INC | $3.9M | 1.83% | 10,317 | 减持 |
| 9 | NET | CLOUDFLARE INC | $3.8M | 1.77% | 15,460 | 减持 |
| 10 | CVNA | CARVANA CO | $3.8M | 1.76% | 57,055 | 增持 |
| 11 | GEV | GE VERNOVA INC | $3.7M | 1.73% | 3,147 | 减持 |
| 12 | PWR | QUANTA SVCS INC | $3.6M | 1.70% | 5,031 | 减持 |
| 13 | BROS | DUTCH BROS INC | $3.3M | 1.55% | 46,123 | 减持 |
| 14 | GKOS | GLAUKOS CORP | $3.3M | 1.53% | 23,385 | 减持 |
| 15 | GTLB | GITLAB INC | $3.1M | 1.47% | 103,135 | 增持 |
| 16 | MDB | MONGODB INC | $3.0M | 1.42% | 9,002 | 减持 |
| 17 | PI | IMPINJ INC | $2.8M | 1.32% | 19,735 | 增持 |
| 18 | QUIK | QUICKLOGIC CORP | $2.8M | 1.32% | 140,746 | 减持 |
| 19 | SOFI | SOFI TECHNOLOGIES INC | $2.8M | 1.30% | 155,252 | 增持 |
| 20 | MBLY | MOBILEYE GLOBAL INC | $2.8M | 1.29% | 284,206 | 增持 |
| 21 | SYM | SYMBOTIC INC | $2.7M | 1.28% | 60,700 | 增持 |
| 22 | ALKT | ALKAMI TECHNOLOGY INC | $2.7M | 1.27% | 149,276 | 减持 |
| 23 | BILL | BILL HOLDINGS INC | $2.7M | 1.26% | 74,571 | 增持 |
| 24 | NICE | NICE LTD | $2.6M | 1.24% | 29,077 | 增持 |
| 25 | BOOT | BOOT BARN HLDGS INC | $2.6M | 1.23% | 15,994 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR