Institutions / Taylor Frigon Capital Management LLC
Taylor Frigon Capital Management LLC
CIK 1632665 · Institution · as of Dec 31, 2025
Portfolio value
$197.57M
Positions
93
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 93 →
| Company | Value | % of portfolio |
|---|---|---|
| Astera Labs, Inc. | $4.34M | 2.2% |
| Credo Technology Group Holding Ltd | $4.34M | 2.2% |
| MongoDB, Inc. | $3.81M | 1.9% |
| Monolithic Power Systems Inc | $3.71M | 1.9% |
| Tower Semiconductor Ltd | $3.49M | 1.8% |
| Carvana Co. | $3.31M | 1.7% |
| Main Street Capital CORPMAIN | $3.21M | 1.6% |
| Glaukos Corp | $3.21M | 1.6% |
| Cloudflare, Inc. | $3.11M | 1.6% |
| Hercules Capital, Inc.HTGC | $3.07M | 1.6% |
| Kla Corp | $3.07M | 1.6% |
| Impinj Inc | $2.99M | 1.5% |
| BILL Holdings Inc | $2.97M | 1.5% |
| Procore Technologies, Inc. | $2.90M | 1.5% |
| ServiceTitan, Inc. | $2.85M | 1.4% |
| Dutch Bros Inc. | $2.85M | 1.4% |
| Camtek Ltd. | $2.85M | 1.4% |
| Ares Capital CorpARCC | $2.81M | 1.4% |
| Alkami Technology, Inc. | $2.73M | 1.4% |
| Grid Dynamics Holdings, Inc. | $2.61M | 1.3% |
| EPAM Systems, Inc. | $2.59M | 1.3% |
| OneMain Holdings Inc | $2.49M | 1.3% |
| Kornit Digital Ltd. | $2.46M | 1.2% |
| Idexx Laboratories Inc /De | $2.45M | 1.2% |
| Tradeweb Markets Inc. | $2.43M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.