TF

Taylor Frigon Capital Management LLC

13F
Taylor Frigon Capital Management LLC
Last update 2025-07-17 90 Stocks (1 new)
Value $188.00 Mil Turnover 6 %
Countries:
Top Holdings: CRDO(2.23%)MPWR(1.87%)CVNA(1.80%)NET(1.79%)GKOS(1.71%)
Summary Stock Picks Current Portfolio
Taylor Frigon Capital Manageme... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CRDO
Credo Technology Group Holding Ltd
45,353
4,199.2
-7.03%
2.230
-0.08%
0.030
+143.00%
+46.39%
16,888.0
Semiconductors
MPWR
Monolithic Power Systems Inc
4,820
3,525.3
-11.12%
1.870
-0.21%
0.010
+34.37%
+22.27%
34,474.1
Semiconductors
CVNA
Carvana Co
10,052
3,387.1
-29.75%
1.800
-0.53%
0.010
+55.08%
+68.48%
46,262.4
Vehicles & Parts
NET
Cloudflare Inc
17,229
3,374.0
-6.06%
1.790
-0.08%
0.000
+67.69%
+75.66%
65,561.4
Software
GKOS
Glaukos Corp
31,204
3,223.1
+39.40%
1.710
+0.48%
0.050
+3.71%
-35.94%
5,488.1
Medical Devices & Instruments
MAIN
Main Street Capital Corp
50,960
3,011.8
+12.77%
1.600
+0.18%
0.060
+24.23%
+16.41%
5,825.2
Asset Management
SYM
Symbotic Inc
76,665
2,978.4
-6.53%
1.580
-0.06%
0.070
+155.58%
+128.09%
5,899.0
Industrial Products
ALKT
Alkami Technology Inc
94,479
2,847.6
+32.90%
1.510
+0.37%
0.090
+7.09%
-23.45%
2,892.8
Software
CYBR
CyberArk Software Ltd
7,775
2,836.3
-4.73%
1.510
-0.07%
0.020
+12.66%
+12.81%
18,900.9
Software
PCOR
Procore Technologies Inc
41,429
2,834.6
-5.76%
1.510
-0.10%
0.030
+24.00%
-0.24%
11,150.4
Software

Taylor Frigon Capital Management LLC's Historical Top Holdings Breakdowns

Taylor Frigon Capital Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVEE
NV5 Global Inc
2025-06-30
Sold Out
Sold Out
-1.52%
●
15.12 ($20) 23.09
$23.11
15.55%
Sold Out
0
-132,786
GTLB
GitLab Inc
2025-06-30
New Buy
New Buy
+1.14%
●
40.52 ($45.75) 53.43
$47.10
2.95%
New holding
47,442
47,442
ARE
Alexandria Real Estate Equities Inc
2025-06-30
Add
Add
+0.53%
●
67.83 ($74.58) 92.51
$82.97
11.25%
Add 74.4%
32,308
13,783
CVNA
Carvana Co
2025-06-30
Reduce
Reduce
-0.53%
●
162.57 ($273.14) 345.64
$342.63
25.44%
Reduce -29.75%
10,052
-4,256
GKOS
Glaukos Corp
2025-06-30
Add
Add
+0.48%
●
82.27 ($93.91) 103.29
$96.05
2.27%
Add 39.4%
31,204
8,819
CCI
Crown Castle Inc
2025-06-30
Add
Add
+0.46%
●
94.83 ($101.26) 107.06
$109.97
8.60%
Add 58.09%
22,985
8,446
TW
Tradeweb Markets Inc
2025-06-30
Reduce
Reduce
-0.45%
●
125.37 ($139.67) 149.02
$136.65
-2.17%
Reduce -24.49%
15,734
-5,103
TMDX
TransMedics Group Inc
2025-06-30
Reduce
Reduce
-0.42%
●
67.28 ($109.12) 143.05
$109.97
0.78%
Reduce -33.19%
21,071
-10,469
ALKT
Alkami Technology Inc
2025-06-30
Add
Add
+0.37%
●
22.54 ($27.77) 31.19
$28.08
1.12%
Add 32.9%
94,479
23,390
TTAN
ServiceTitan Inc
2025-06-30
Reduce
Reduce
-0.37%
●
85.07 ($111.5) 129.37
$117.25
5.16%
Reduce -24.95%
19,624
-6,525

Taylor Frigon Capital Management LLC Total Holding History ($B)

To

Taylor Frigon Capital Management LLC's Asset Allocation

To

Taylor Frigon Capital Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Taylor Frigon Capital Management LLC's Hypothetical Growth since 2025-06-30

Taylor Frigon Capital Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Taylor Frigon Capital Management LLC's Holdings Heat Map

Size field:

Taylor Frigon Capital Management LLC's Holdings Bubble Chart

Taylor Frigon Capital Management LLC News

  • 1

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