account_balance
Investment manager · 13F filer · SEC CIK 1632665
Taylor Frigon Capital Management LLC
Reported value$197Mas of Sep 30, 2026
Positions92 5 new, 6 sold out
Top 10 weight18.8%NET alone is 3%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NETCloudflare, Inc.
2.7%Trimmed −2%
PEverpure, Inc.
2.0%Trimmed −6%
TSEMTower Semiconductor Ltd
1.9%Trimmed −2%
GTLBGitlab Inc.
1.8%Trimmed −26%
MRVLMarvell Technology, Inc.
1.8%Trimmed −5%
GKOSGlaukos Corp
1.8%Trimmed −7%
CVNACarvana Co.
1.7%Trimmed −4%
PLTRPalantir Technologies Inc.
1.7%Trimmed −3%
FROGJFrog Ltd
1.6%New
PIImpinj Inc
1.6%Trimmed −10%
PWRQuanta Services, Inc.
1.6%
CRDOCredo Technology Group Holding Ltd
1.6%Trimmed −15%
NETCloudflare, Inc.
2.7%−2%
PEverpure, Inc.
2.0%
TSEMTower Semiconductor Ltd
1.9%
GTLBGitlab Inc.
1.8%−26%
MRVLMarvell Technology, Inc.
1.8%−5%
GKOSGlaukos Corp
1.8%−7%
CVNACarvana Co.
1.7%
PLTRPalantir Technologies Inc.
1.7%
FROGJFrog Ltd
1.6%
PIImpinj Inc
1.6%
PWRQuanta Services, Inc.
1.6%
CRDOCredo Technology Group Holding Ltd
1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NET Cloudflare, Inc. 2.7% Trimmed −2%P Everpure, Inc. 2.0% Trimmed −6%TSEM Tower Semiconductor Ltd 1.9% Trimmed −2%GTLB Gitlab Inc. 1.8% Trimmed −26%MRVL Marvell Technology, Inc. 1.8% Trimmed −5%GKOS Glaukos Corp 1.8% Trimmed −7%CVNA Carvana Co. 1.7% Trimmed −4%PLTR Palantir Technologies Inc. 1.7% Trimmed −3%FROG JFrog Ltd 1.6% NewPI Impinj Inc 1.6% Trimmed −10%PWR Quanta Services, Inc. 1.6% HeldCRDO Credo Technology Group Holding Ltd 1.6% Trimmed −15%
What changed
Biggest moves since Jun 30, 2026
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