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Taylor Frigon Capital Management LLC

All holdings · as of Dec 31, 2025

93 positions

CompanyClassValueShares% of portfolio
Astera Labs, Inc.—$4.34M26,0672.2%
Credo Technology Group Holding Ltd—$4.34M30,1312.2%
MongoDB, Inc.—$3.81M9,0781.9%
Monolithic Power Systems Inc—$3.71M4,0961.9%
TOWER SEMICONDUCTOR LTD—$3.49M29,7581.8%
CARVANA CO.—$3.31M7,8381.7%
Main Street Capital CORPMAINCommon Stock$3.21M53,1511.6%
Glaukos Corp—$3.21M28,4251.6%
Cloudflare, Inc.—$3.11M15,7501.6%
Hercules Capital, Inc.HTGCCommon Stock$3.07M163,2881.6%
KLA CORP—$3.07M2,5261.6%
Impinj Inc—$2.99M17,1751.5%
BILL Holdings Inc—$2.97M54,4441.5%
PROCORE TECHNOLOGIES, INC.—$2.90M39,8931.5%
ServiceTitan, Inc.—$2.85M26,7681.4%
Dutch Bros Inc.—$2.85M46,5261.4%
CAMTEK LTD.—$2.85M26,7591.4%
ARES CAPITAL CORPARCCCommon Stock$2.81M138,6831.4%
ALKAMI TECHNOLOGY, INC.—$2.73M118,4751.4%
GRID DYNAMICS HOLDINGS, INC.—$2.61M288,9521.3%
EPAM Systems, Inc.—$2.59M13,5341.3%
OneMain Holdings Inc—$2.49M36,8481.3%
Kornit Digital Ltd.—$2.46M155,1821.2%
IDEXX LABORATORIES INC /DE—$2.45M3,6181.2%
Tradeweb Markets Inc.—$2.43M22,6111.2%
Symbotic Inc.—$2.42M40,7401.2%
GE Vernova Inc.—$2.42M3,7061.2%
Quanta Services Inc—$2.42M5,7281.2%
TransMedics Group, Inc.—$2.41M19,8231.2%
ONTO INNOVATION INC.—$2.40M15,1771.2%
Boot Barn Holdings, Inc.—$2.39M13,5171.2%
CYBERARK SOFTWARE LTD—$2.30M5,1551.2%
SoFi Technologies, Inc.—$2.28M86,9361.2%
CBIZ, Inc.—$2.27M45,0421.2%
PROCEPT BioRobotics Corp—$2.27M72,0111.1%
Dexcom Inc—$2.24M33,7781.1%
Crown Castle Inc—$2.22M25,0271.1%
Everpure, Inc.—$2.21M32,9211.1%
Toast, Inc.—$2.20M62,0311.1%
Marvell Technology, Inc.—$2.18M25,6011.1%
Monday.Com Ltd—$2.16M14,6621.1%
Gitlab Inc.—$2.16M57,5301.1%
Mobileye Global Inc.—$2.12M202,7021.1%
Digital Realty Trust Inc—$2.11M13,6671.1%
Fiverr International Ltd—$2.08M102,1381.1%
Federated Hermes Inc—$2.07M39,8381.0%
AMERICAN EXPRESS CO—$2.00M5,4141.0%
Jack Henry & Associates Inc—$1.95M10,6931.0%
ROLLINS INC—$1.92M31,9431.0%
QUALCOMM INC/DE—$1.89M11,0431.0%
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