Taylor Frigon Capital Management LLC
93 holdingsFiling period: 2026-03-31Current AUM: $199.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CDNL | CARDINAL INFRASTRUCTURE GROU | 86.8K | $3.4M | $5.4M | 2.69% | +36.8K | 2026-03-31 |
| 2 | NET | CLOUDFLARE INC | 15.6K | $3.2M | $4.3M | 2.17% | -173 | 2026-03-31 |
| 3 | GEV | GE VERNOVA INC | 3.7K | $3.2M | $3.6M | 1.81% | -48 | 2026-03-31 |
| 4 | PWR | QUANTA SVCS INC | 5.6K | $3.1M | $3.8M | 1.89% | -79 | 2026-03-31 |
| 5 | — | TOWER SEMICONDUCTOR LTD | 16.8K | $2.9M | $2.9M | 1.47% | -12,965 | 2026-03-31 |
| 6 | — | CREDO TECHNOLOGY GROUP HOLDI | 30.0K | $2.8M | $2.8M | 1.41% | -130 | 2026-03-31 |
| 7 | CVNA | CARVANA CO | 8.8K | $2.8M | $2.7M | 1.37% | +923 | 2026-03-31 |
| 8 | MAIN | MAIN STR CAP CORP | 50.1K | $2.7M | $2.7M | 1.36% | -3,072 | 2026-03-31 |
| 9 | TW | TRADEWEB MKTS INC | 22.4K | $2.6M | $2.3M | 1.13% | -174 | 2026-03-31 |
| 10 | ALAB | ASTERA LABS INC | 23.8K | $2.6M | $7.4M | 3.70% | -2,278 | 2026-03-31 |
| 11 | MRVL | MARVELL TECHNOLOGY INC | 25.5K | $2.5M | $4.8M | 2.39% | -97 | 2026-03-31 |
| 12 | GKOS | GLAUKOS CORP | 23.4K | $2.5M | $3.9M | 1.96% | -4,980 | 2026-03-31 |
| 13 | — | KORNIT DIGITAL LTD | 154.2K | $2.5M | $2.5M | 1.24% | -1,032 | 2026-03-31 |
| 14 | ARCC | ARES CAPITAL CORP | 134.5K | $2.4M | $2.5M | 1.26% | -4,155 | 2026-03-31 |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC | 16.3K | $2.4M | $2.0M | 1.00% | -- | 2026-03-31 |
| 16 | DLR | DIGITAL RLTY TR INC | 13.2K | $2.4M | $2.5M | 1.24% | -516 | 2026-03-31 |
| 17 | QUIK | QUICKLOGIC CORP | 250.5K | $2.4M | $3.3M | 1.64% | -2,803 | 2026-03-31 |
| 18 | ALKT | ALKAMI TECHNOLOGY INC | 149.6K | $2.3M | $2.7M | 1.36% | +31.1K | 2026-03-31 |
| 19 | BROS | DUTCH BROS INC | 46.2K | $2.3M | $3.0M | 1.52% | -284 | 2026-03-31 |
| 20 | HTGC | HERCULES CAPITAL INC | 158.5K | $2.3M | $2.6M | 1.30% | -4,797 | 2026-03-31 |
| 21 | TTAN | SERVICETITAN INC | 36.4K | $2.3M | $3.0M | 1.51% | +9.6K | 2026-03-31 |
| 22 | EQIX | EQUINIX INC | 2.3K | $2.3M | $2.4M | 1.18% | -74 | 2026-03-31 |
| 23 | PCOR | PROCORE TECHNOLOGIES INC | 39.7K | $2.3M | $2.2M | 1.09% | -223 | 2026-03-31 |
| 24 | PRCT | PROCEPT BIOROBOTICS CORP | 88.7K | $2.2M | $1.7M | 0.83% | +16.7K | 2026-03-31 |
| 25 | MDB | MONGODB INC | 9.0K | $2.2M | $3.0M | 1.52% | -49 | 2026-03-31 |
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