Universe · entity
Taylor Frigon Capital Management LLC
Institutional manager (13F) · CIK 1632665
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $115M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CARDINAL INFRASTRUCTURE GROU | $3M | 86,774 |
| 2 | CLOUDFLARE INC | $3M | 15,577 |
| 3 | GE VERNOVA INC | $3M | 3,658 |
| 4 | QUANTA SVCS INC | $3M | 5,649 |
| 5 | TOWER SEMICONDUCTOR LTD | $3M | 16,793 |
| 6 | CREDO TECHNOLOGY GROUP HOLDI | $3M | 30,001 |
| 7 | CARVANA CO | $3M | 8,761 |
| 8 | MAIN STR CAP CORP | $3M | 50,079 |
| 9 | TRADEWEB MKTS INC | $3M | 22,437 |
| 10 | ASTERA LABS INC | $3M | 23,789 |
| 11 | MARVELL TECHNOLOGY INC | $3M | 25,504 |
| 12 | GLAUKOS CORP | $3M | 23,445 |
| 13 | KORNIT DIGITAL LTD | $2M | 154,150 |
| 14 | ARES CAPITAL CORP | $2M | 134,528 |
| 15 | PALANTIR TECHNOLOGIES INC | $2M | 16,254 |
| 16 | DIGITAL RLTY TR INC | $2M | 13,151 |
| 17 | QUICKLOGIC CORP | $2M | 250,547 |
| 18 | ALKAMI TECHNOLOGY INC | $2M | 149,610 |
| 19 | DUTCH BROS INC | $2M | 46,242 |
| 20 | HERCULES CAPITAL INC | $2M | 158,491 |
| 21 | SERVICETITAN INC | $2M | 36,400 |
| 22 | EQUINIX INC | $2M | 2,323 |
| 23 | PROCORE TECHNOLOGIES INC | $2M | 39,670 |
| 24 | PROCEPT BIOROBOTICS CORP | $2M | 88,708 |
| 25 | MONGODB INC | $2M | 9,029 |
| 26 | CAMTEK LTD | $2M | 14,465 |
| 27 | SYMBOTIC INC | $2M | 40,457 |
| 28 | KLA CORP | $2M | 1,458 |
| 29 | ONTO INNOVATION INC | $2M | 10,395 |
| 30 | FEDERATED HERMES INC | $2M | 37,541 |
| 31 | WIX COM LTD | $2M | 23,532 |
| 32 | TOAST INC | $2M | 79,518 |
| 33 | DEXCOM INC | $2M | 33,517 |
| 34 | BILL HOLDINGS INC | $2M | 54,181 |
| 35 | NORTHERN OIL & GAS INC | $2M | 70,128 |
| 36 | MONDAY COM LTD | $2M | 29,556 |
| 37 | MONOLITHIC PWR SYS INC | $2M | 1,855 |
| 38 | IMPINJ INC | $2M | 19,733 |
| 39 | IDEXX LABS INC | $2M | 3,594 |
| 40 | CROWN CASTLE INC | $2M | 24,488 |
| 41 | NICE LTD | $2M | 17,995 |
| 42 | BOOT BARN HLDGS INC | $2M | 13,410 |
| 43 | COSTCO WHOLESALE CORPORATION | $2M | 1,969 |
| 44 | TRANSMEDICS GROUP INC | $2M | 19,718 |
| 45 | EVERPURE INC | $2M | 32,696 |
| 46 | VIPER ENERGY INC | $2M | 41,006 |
| 47 | WILLIAMS COS INC | $2M | 26,438 |
| 48 | EPAM SYS INC | $2M | 13,471 |
| 49 | ONEMAIN HLDGS INC | $2M | 35,339 |
| 50 | SOFI TECHNOLOGIES INC | $2M | 118,017 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.