Taylor Frigon Capital Management LLC 13F Holdings

CIK 0001632665 · SAN LUIS OBISPO, CA

As of Sep 30, 2025, Taylor Frigon Capital Management LLC reported 89 positions worth $201.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CREDO TECHNOLOGY GROUP HOLDING LTDCRDOTechnology43,013$6.3M3.11%
ASTERA LABS INCALABTechnology26,298$5.1M2.56%
TOWER SEMICONDUCTOR LTDTSEMTechnology55,021$4.0M1.98%
MONOLITHIC POWER SYSTEMS INCMPWRTechnology4,142$3.8M1.90%
PURE STORAGE INCPSTGTechnology51,758$3.8M1.88%
CARVANA COCVNAConsumer Cyclical9,726$3.7M1.82%
ONTO INNOVATION INCONTOTechnology27,529$3.6M1.77%
CLOUDFLARE INCNETTechnology16,017$3.4M1.71%
CAMTEK LTDCAMTTechnology31,901$3.4M1.67%
MAIN STREET CAPITAL CORPMAINFinancial Services51,643$3.3M1.63%
MONGODB INCMDBTechnology10,501$3.3M1.62%
IMPINJ INCPITechnology17,967$3.2M1.61%
ALKAMI TECHNOLOGY INCALKTTechnology119,901$3.0M1.48%
PROCORE TECHNOLOGIES INCPCORTechnology40,353$2.9M1.46%
CLEARPOINT NEURO INCCLPTHealthcare134,024$2.9M1.45%
HERCULES CAPITAL INCHTGCFinancial Services154,414$2.9M1.45%
BILL HOLDINGS INCBILLTechnology55,062$2.9M1.45%
KLA CORPKLACTechnology2,678$2.9M1.44%
MARVELL TECHNOLOGY INCMRVLTechnology34,296$2.9M1.43%
CYBERARK SOFTWARE LTDCYBRTechnology5,821$2.8M1.40%
COGENT COMMUNICATIONS HOLDINGS INCCCOICommunication Services73,271$2.8M1.40%
ALEXANDRIA REAL ESTATE EQUITIES INCAREReal Estate32,863$2.7M1.36%
MOBILEYE GLOBAL INCMBLYConsumer Cyclical188,566$2.7M1.32%
ARES CAPITAL CORPARCCFinancial Services129,058$2.6M1.31%
MONDAYCOM LTDMNDYTechnology13,543$2.6M1.30%