Taylor Frigon Capital Management LLC
Net seller this quarter
$214M
93
-$6M
21.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ALAB | $6.42M | 3.00% | 0.01% | -44.2% | Q1 2025 |
 CRDO | $5.2M | 2.44% | 0.01% | -36.2% | Q1 2025 |
 CDNL | $4.97M | 2.33% | Not reported | -39.2% | Q4 2025 |
 PANW | $4.38M | 2.05% | 0.00% | +30.6% | Q1 2026 |
 KLAC | $4.36M | 2.04% | 0.00% | -1.0% | Q4 2024 |
 TSEM | $4.34M | 2.03% | 0.01% | -0.8% | Q3 2015 |
 MRVL | $4.27M | 2.00% | 0.00% | -43.8% | Q1 2025 |
 ONTO | $3.9M | 1.83% | 0.02% | -0.8% | Q4 2024 |
 NET | $3.79M | 1.77% | Not reported | -0.8% | Q1 2022 |
 CVNA | $3.76M | 1.76% | Not reported | +30.3% | Q1 2018 |
 GEV | $3.7M | 1.73% | 0.00% | -14.0% | Q3 2025 |
 PWR | $3.62M | 1.70% | 0.00% | -10.9% | Q3 2025 |
 BROS | $3.31M | 1.55% | 0.03% | -0.3% | Q1 2022 |
 GKOS | $3.27M | 1.53% | 0.04% | -0.3% | Q4 2017 |
 GTLB | $3.15M | 1.47% | Not reported | +78.7% | Q2 2025 |
 MDB | $3.02M | 1.42% | 0.01% | -0.3% | Q1 2022 |
 PI | $2.83M | 1.32% | 0.06% | 0.0% | Q4 2017 |
 QUIK | $2.81M | 1.32% | 0.77% | -43.8% | Q4 2014 |
 SOFI | $2.78M | 1.30% | 0.01% | +31.6% | Q4 2025 |
 MBLY | $2.75M | 1.29% | 0.12% | +40.8% | Q1 2015 |
 SYM | $2.73M | 1.28% | 0.01% | +50.0% | Q2 2023 |
 ALKT | $2.7M | 1.27% | 0.14% | -0.2% | Q3 2024 |
 BILL | $2.7M | 1.26% | 0.08% | +37.6% | Q1 2022 |
 NICE | $2.64M | 1.24% | 0.05% | +61.6% | Q1 2020 |
 MAIN | $2.63M | 1.23% | 0.05% | +1.3% | Q2 2019 |
 BOOT | $2.63M | 1.23% | 0.05% | +19.3% | Q1 2020 |
 TTAN | $2.61M | 1.22% | 0.10% | +1.5% | Q1 2025 |
 P | $2.57M | 1.20% | 0.01% | -0.2% | Q2 2020 |
 MPWR | $2.55M | 1.19% | 0.00% | -0.5% | Q4 2017 |
 HTGC | $2.53M | 1.19% | 0.09% | +1.4% | Q4 2017 |
 ARCC | $2.53M | 1.18% | 0.02% | +1.3% | Q4 2014 |
 KRNT | $2.5M | 1.17% | 0.33% | -0.2% | Q4 2017 |
 CBZ | $2.38M | 1.12% | 0.13% | +64.1% | Q3 2024 |
 IDXX | $2.37M | 1.11% | 0.01% | +25.3% | Q4 2014 |
 CLPT | $2.36M | 1.10% | 0.43% | +0.1% | Q1 2021 |
 CAMT | $2.35M | 1.10% | 0.03% | -0.2% | Q4 2024 |
 APH | $2.35M | 1.10% | 0.00% | -1.4% | Q4 2014 |
 EQIX | $2.35M | 1.10% | 0.00% | -3.1% | Q4 2014 |
 MNDY | $2.31M | 1.08% | 0.06% | +8.1% | Q3 2024 |
 PRCT | $2.29M | 1.07% | 0.18% | +14.5% | Q3 2022 |
 DLR | $2.29M | 1.07% | 0.00% | -3.0% | Q3 2015 |
 DXCM | $2.26M | 1.06% | 0.01% | 0.0% | Q2 2024 |
 RHP | $2.25M | 1.05% | 0.03% | -3.2% | Q1 2016 |
 TW | $2.23M | 1.04% | 22395.00% | -0.2% | Q3 2024 |
 TOST | $2.21M | 1.04% | 0.04% | +0.1% | Q3 2024 |
 VITL | $2.2M | 1.03% | 0.44% | +109.8% | Q4 2025 |
 OMF | $2.14M | 1.00% | 0.03% | -0.6% | Q4 2023 |
 PLTR | $2.12M | 0.99% | 0.00% | +11.6% | Q1 2026 |
 FIG | $2.11M | 0.99% | Not reported | New | Q2 2026 |
 PCOR | $2.05M | 0.96% | 0.03% | +27.3% | Q4 2021 |
| Q1 2026 | |||||
| CDNL | $3.44M | 1.96% | Not reported | +73.6% | Q4 2025 |
| NET | $3.21M | 1.83% | Not reported | -1.1% | Q1 2022 |
| GEV | $3.19M | 1.82% | 0.00% | -1.3% | Q3 2025 |
| PWR | $3.1M | 1.76% | 0.00% | -1.4% | Q3 2025 |
| TSEM | $2.95M | 1.68% | 0.01% | -43.6% | Q3 2015 |
| CRDO | $2.82M | 1.60% | 0.02% | -0.4% | Q1 2025 |
| CVNA | $2.75M | 1.57% | Not reported | +11.8% | Q1 2018 |
| MAIN | $2.65M | 1.51% | 0.05% | -5.8% | Q2 2019 |
| TW | $2.64M | 1.50% | 22437.00% | -0.8% | Q3 2024 |
| ALAB | $2.61M | 1.48% | 0.01% | -8.7% | Q1 2025 |
| MRVL | $2.53M | 1.44% | 0.00% | -0.4% | Q1 2025 |
| GKOS | $2.52M | 1.44% | 0.04% | -17.5% | Q4 2017 |
| KRNT | $2.47M | 1.41% | 0.33% | -0.7% | Q4 2017 |
| ARCC | $2.42M | 1.38% | 0.02% | -3.0% | Q4 2014 |
| PLTR | $2.38M | 1.35% | 0.00% | New | Q1 2026 |
| DLR | $2.37M | 1.35% | 0.00% | -3.8% | Q3 2015 |
| QUIK | $2.35M | 1.34% | 1.41% | -1.1% | Q4 2014 |
| ALKT | $2.34M | 1.33% | 0.14% | +26.3% | Q3 2024 |
| BROS | $2.34M | 1.33% | 0.03% | -0.6% | Q1 2022 |
| HTGC | $2.34M | 1.33% | 0.08% | -2.9% | Q4 2017 |
| TTAN | $2.31M | 1.31% | 0.10% | +36.0% | Q1 2025 |
| EQIX | $2.28M | 1.30% | 0.00% | -3.1% | Q4 2014 |
| PCOR | $2.26M | 1.29% | 0.03% | -0.6% | Q4 2021 |
| PRCT | $2.22M | 1.26% | 0.16% | +23.2% | Q3 2022 |
| MDB | $2.21M | 1.26% | 0.01% | -0.5% | Q1 2022 |
| CAMT | $2.19M | 1.25% | 0.03% | -45.9% | Q4 2024 |
| SYM | $2.15M | 1.22% | 0.01% | -0.7% | Q2 2023 |
| KLAC | $2.15M | 1.22% | 0.00% | -42.3% | Q4 2024 |
| ONTO | $2.13M | 1.21% | 0.02% | -31.5% | Q4 2024 |
 FHI | $2.13M | 1.21% | Not reported | -5.8% | Q3 2020 |
 WIX | $2.12M | 1.21% | 0.04% | +32.8% | Q4 2015 |
| TOST | $2.11M | 1.20% | 0.04% | +28.2% | Q3 2024 |
| DXCM | $2.1M | 1.20% | 0.01% | -0.8% | Q2 2024 |
| BILL | $2.08M | 1.18% | 0.05% | -0.5% | Q1 2022 |
 NOG | $2.05M | 1.17% | 0.07% | -3.7% | Q4 2025 |
| MNDY | $2.04M | 1.16% | 0.06% | +101.6% | Q3 2024 |
| MPWR | $2.03M | 1.15% | 0.00% | -54.7% | Q4 2017 |
| PI | $2.03M | 1.15% | 0.06% | +14.9% | Q4 2017 |
| IDXX | $2.02M | 1.15% | 0.00% | -0.7% | Q4 2014 |
 CCI | $1.99M | 1.13% | 0.01% | -2.2% | Q4 2017 |
| NICE | $1.98M | 1.13% | 0.03% | +8.0% | Q1 2020 |
| BOOT | $1.96M | 1.12% | 0.04% | -0.8% | Q1 2020 |
 COST | $1.96M | 1.12% | 0.00% | -4.5% | Q4 2022 |
 TMDX | $1.96M | 1.12% | 0.06% | -0.5% | Q4 2024 |
| P | $1.93M | 1.10% | 0.01% | -0.7% | Q2 2020 |
| VNOM | $1.93M | 1.10% | Not reported | -3.3% | Q4 2025 |
 WMB | $1.92M | 1.09% | 0.00% | -3.7% | Q4 2025 |
 EPAM | $1.91M | 1.09% | 0.03% | -0.5% | Q2 2016 |
| OMF | $1.89M | 1.08% | 0.03% | -4.1% | Q4 2023 |
| SOFI | $1.87M | 1.07% | 0.01% | +35.8% | Q4 2025 |
| Q4 2025 | |||||
| ALAB | $4.34M | 2.19% | 0.02% | -0.9% | Q1 2025 |
| CRDO | $4.34M | 2.19% | 0.02% | -30.0% | Q1 2025 |
| MDB | $3.81M | 1.93% | 0.01% | -13.6% | Q1 2022 |
| MPWR | $3.71M | 1.88% | 0.01% | -1.1% | Q4 2017 |
| TSEM | $3.49M | 1.77% | 0.03% | -45.9% | Q3 2015 |
| CVNA | $3.31M | 1.67% | Not reported | -19.4% | Q1 2018 |
| MAIN | $3.21M | 1.62% | 0.06% | +2.9% | Q2 2019 |
| GKOS | $3.21M | 1.62% | 0.05% | -1.3% | Q4 2017 |
| NET | $3.11M | 1.57% | Not reported | -1.7% | Q1 2022 |
| HTGC | $3.07M | 1.56% | 0.09% | +5.8% | Q4 2017 |
| KLAC | $3.07M | 1.55% | 0.00% | -5.7% | Q4 2024 |
| PI | $2.99M | 1.51% | 0.06% | -4.4% | Q4 2017 |
| BILL | $2.97M | 1.50% | 0.05% | -1.1% | Q1 2022 |
| PCOR | $2.9M | 1.47% | 0.03% | -1.1% | Q4 2021 |
| TTAN | $2.85M | 1.44% | 0.08% | +18.5% | Q1 2025 |
| BROS | $2.85M | 1.44% | 0.03% | -2.0% | Q1 2022 |
| CAMT | $2.85M | 1.44% | 0.06% | -16.1% | Q4 2024 |
| ARCC | $2.81M | 1.42% | 0.02% | +7.5% | Q4 2014 |
| ALKT | $2.73M | 1.38% | 0.11% | -1.2% | Q3 2024 |
 GDYN | $2.61M | 1.32% | 0.34% | -1.4% | Q2 2020 |
| EPAM | $2.59M | 1.31% | 0.02% | -1.4% | Q2 2016 |
| OMF | $2.49M | 1.26% | 0.03% | +4.4% | Q4 2023 |
| KRNT | $2.46M | 1.24% | 0.34% | -7.0% | Q4 2017 |
| IDXX | $2.45M | 1.24% | 0.00% | -1.0% | Q4 2014 |
| TW | $2.43M | 1.23% | 22611.00% | +48.4% | Q3 2024 |
| SYM | $2.42M | 1.23% | 0.01% | -7.8% | Q2 2023 |
| GEV | $2.42M | 1.23% | 0.00% | -1.1% | Q3 2025 |
| PWR | $2.42M | 1.22% | 0.00% | -1.1% | Q3 2025 |
| TMDX | $2.41M | 1.22% | 0.06% | -4.5% | Q4 2024 |
| ONTO | $2.4M | 1.21% | 0.03% | -44.9% | Q4 2024 |
| BOOT | $2.39M | 1.21% | 0.04% | -1.1% | Q1 2020 |
| SOFI | $2.28M | 1.15% | 0.01% | New | Q4 2025 |
| CBZ | $2.27M | 1.15% | 0.08% | -1.2% | Q3 2024 |
| PRCT | $2.27M | 1.15% | 0.13% | -1.1% | Q3 2022 |
| DXCM | $2.24M | 1.13% | 0.01% | +30.7% | Q2 2024 |
| CCI | $2.22M | 1.13% | 0.01% | +6.3% | Q4 2017 |
| P | $2.21M | 1.12% | 0.01% | -36.4% | Q2 2020 |
| TOST | $2.2M | 1.11% | 0.03% | +12.6% | Q3 2024 |
| MRVL | $2.18M | 1.10% | 0.00% | -25.4% | Q1 2025 |
| MNDY | $2.16M | 1.10% | 0.03% | +8.3% | Q3 2024 |
| GTLB | $2.16M | 1.09% | Not reported | -1.1% | Q2 2025 |
| MBLY | $2.12M | 1.07% | 0.09% | +7.5% | Q1 2015 |
| DLR | $2.11M | 1.07% | 0.00% | -0.1% | Q3 2015 |
 FVRR | $2.08M | 1.05% | 0.28% | -6.7% | Q1 2020 |
| FHI | $2.07M | 1.05% | Not reported | -3.1% | Q3 2020 |
 AXP | $2M | 1.01% | 0.00% | -27.1% | Q2 2020 |
 JKHY | $1.95M | 0.99% | 0.01% | +11.6% | Q3 2020 |
 ROL | $1.92M | 0.97% | 0.01% | +2.7% | Q2 2024 |
 QCOM | $1.89M | 0.96% | 0.00% | +1.8% | Q4 2014 |
| NICE | $1.88M | 0.95% | 0.03% | -6.5% | Q1 2020 |
| Q3 2025 | |||||
| CRDO | $6.26M | 3.11% | 0.02% | -5.2% | Q1 2025 |
| ALAB | $5.15M | 2.56% | 0.02% | -11.4% | Q1 2025 |
| TSEM | $3.98M | 1.98% | 0.05% | -3.5% | Q3 2015 |
| MPWR | $3.81M | 1.90% | 0.01% | -14.1% | Q4 2017 |
| P | $3.79M | 1.88% | 0.02% | +0.5% | Q2 2020 |
| CVNA | $3.67M | 1.82% | Not reported | -3.2% | Q1 2018 |
| ONTO | $3.56M | 1.77% | 0.06% | +17.5% | Q4 2024 |
| NET | $3.44M | 1.71% | Not reported | -7.0% | Q1 2022 |
| CAMT | $3.35M | 1.67% | 0.07% | -1.9% | Q4 2024 |
| MAIN | $3.28M | 1.63% | 0.06% | +1.3% | Q2 2019 |
| MDB | $3.26M | 1.62% | 0.01% | +1.4% | Q1 2022 |
| PI | $3.25M | 1.61% | 0.06% | -24.1% | Q4 2017 |
| ALKT | $2.98M | 1.48% | 0.11% | +26.9% | Q3 2024 |
| PCOR | $2.94M | 1.46% | 0.03% | -2.6% | Q4 2021 |
| CLPT | $2.92M | 1.45% | 0.47% | -25.7% | Q1 2021 |
| HTGC | $2.92M | 1.45% | 0.08% | +1.9% | Q4 2017 |
| BILL | $2.92M | 1.45% | 0.05% | +21.2% | Q1 2022 |
| KLAC | $2.89M | 1.44% | 0.00% | -3.6% | Q4 2024 |
| MRVL | $2.88M | 1.43% | 0.00% | +2.1% | Q1 2025 |
 CCOI | $2.81M | 1.40% | 0.15% | +116.4% | Q2 2021 |
 ARE | $2.74M | 1.36% | 0.02% | +1.7% | Q4 2015 |
| MBLY | $2.66M | 1.32% | 0.09% | +21.0% | Q1 2015 |
| ARCC | $2.63M | 1.31% | 0.02% | +2.1% | Q4 2014 |
| MNDY | $2.62M | 1.30% | 0.03% | +59.7% | Q3 2024 |
| GTLB | $2.62M | 1.30% | Not reported | +22.6% | Q2 2025 |
| FVRR | $2.61M | 1.30% | 0.30% | +17.6% | Q1 2020 |
| PRCT | $2.6M | 1.29% | 0.13% | +49.7% | Q3 2022 |
| WIX | $2.6M | 1.29% | 0.03% | +11.5% | Q4 2015 |
| NICE | $2.58M | 1.28% | 0.03% | +31.7% | Q1 2020 |
| KRNT | $2.51M | 1.25% | 0.36% | +30.5% | Q4 2017 |
| BROS | $2.48M | 1.24% | 0.03% | +42.9% | Q1 2022 |
| AXP | $2.47M | 1.23% | 0.00% | +0.1% | Q2 2020 |
| CBZ | $2.41M | 1.20% | 0.08% | +53.0% | Q3 2024 |
| PWR | $2.4M | 1.19% | 0.00% | New | Q3 2025 |
| SYM | $2.38M | 1.18% | 0.01% | -42.4% | Q2 2023 |
| DLR | $2.37M | 1.18% | 0.00% | +1.3% | Q3 2015 |
| GKOS | $2.35M | 1.17% | 0.05% | -7.8% | Q4 2017 |
| IDXX | $2.34M | 1.16% | 0.00% | -22.1% | Q4 2014 |
| TMDX | $2.33M | 1.16% | 0.06% | -1.5% | Q4 2024 |
| GEV | $2.3M | 1.15% | 0.00% | New | Q3 2025 |
| TTAN | $2.28M | 1.13% | 0.06% | +15.1% | Q1 2025 |
| CCI | $2.27M | 1.13% | 0.01% | +2.4% | Q4 2017 |
| BOOT | $2.26M | 1.13% | 0.04% | -4.1% | Q1 2020 |
| GDYN | $2.26M | 1.12% | 0.35% | +49.8% | Q2 2020 |
| APH | $2.23M | 1.11% | 0.00% | -31.0% | Q4 2014 |
| FHI | $2.13M | 1.06% | Not reported | -3.7% | Q3 2020 |
| EPAM | $2.1M | 1.04% | 0.02% | +17.4% | Q2 2016 |
| TOST | $2.01M | 1.00% | 0.03% | -3.4% | Q3 2024 |
| OMF | $1.99M | 0.99% | 0.03% | +11.4% | Q4 2023 |
 ALL | $1.95M | 0.97% | 0.00% | +1.6% | Q4 2022 |