TF

Taylor Frigon Capital Management LLC

13F
Taylor Frigon Capital Management LLC
Last update 2025-04-25 90 Stocks (5 new)
Value $168.00 Mil Turnover 9 %
Countries:
Top Holdings: MPWR(1.87%)TW(1.84%)PRCT(1.81%)CVNA(1.77%)PCOR(1.73%)
Summary Stock Picks Current Portfolio
Taylor Frigon Capital Manageme... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MPWR 		Monolithic Power Systems Inc
5,423
3,145.1
-2.87%
1.870
-0.05%
0.010
+21.78%
+16.43%
32,897.4
Semiconductors
TW 		Tradeweb Markets Inc
20,837
3,093.5
-2.33%
1.840
-0.03%
0.010
+5.52%
+7.16%
29,883.4
Capital Markets
PRCT 		PROCEPT BioRobotics Corp
52,080
3,034.2
-4.21%
1.810
-0.09%
0.100
+3.85%
-21.87%
3,480.7
Medical Devices & Instruments
CVNA 		Carvana Co
14,308
2,973.8
-26.74%
1.770
-0.54%
0.010
+82.75%
+67.91%
46,105.1
Vehicles & Parts
PCOR 		Procore Technologies Inc
43,959
2,912.1
-0.07%
1.730
0%
0.030
-5.97%
-9.44%
10,122.6
Software
KRNT 		Kornit Digital Ltd
141,192
2,619.9
-3.02%
1.560
-0.06%
0.310
+3.21%
-27.17%
1,021.7
Industrial Products
NVEE 		NV5 Global Inc
132,786
2,558.8
-3.29%
1.520
-0.04%
0.200
+23.79%
+17.94%
1,460.3
Construction
MAIN 		Main Street Capital Corp
45,188
2,555.8
-0.15%
1.520
0%
0.050
+3.36%
+1.32%
5,117.4
Asset Management
CYBR 		CyberArk Software Ltd
8,161
2,539.8
-28.94%
1.510
-0.50%
0.020
+19.57%
+21.19%
20,306.6
Software
TTAN 		ServiceTitan Inc
26,149
2,487.0
New Holding
1.480
+1.48%
0.030
+19.57%
+3.63%
9,662.3
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
AUDC 		AudioCodes Ltd2025-03-31Sold Out
-1.83%
●
9.42 ($10.67) 12.52
$9.63
-9.75%
Sold Out
0
-355,864
TTAN 		ServiceTitan Inc2025-03-31New Buy
+1.48%
●
82.34 ($97) 105.79
$106.60
9.90%
New holding
26,149
26,149
CRDO 		Credo Technology Group Holding Ltd2025-03-31New Buy
+1.17%
●
39.45 ($62.16) 85.5
$72.96
17.37%
New holding
48,785
48,785
RPAY 		Repay Holdings Corp2025-03-31Sold Out
-1.15%
●
5.48 ($6.88) 7.7
$5.22
-24.13%
Sold Out
0
-298,069
ALAB 		Astera Labs Inc2025-03-31New Buy
+1.12%
●
59.67 ($92.51) 143.64
$90.75
-1.90%
New holding
31,627
31,627
MRVL 		Marvell Technology Inc2025-03-31New Buy
+1.06%
●
61.57 ($97.02) 126.06
$68.35
-29.55%
New holding
28,857
28,857
TXN 		Texas Instruments Inc2025-03-31New Buy
+0.94%
●
173.6 ($187.2) 203.96
$192.42
2.79%
New holding
8,817
8,817
NET 		Cloudflare Inc2025-03-31Reduce
-0.93%
●
110.71 ($132.56) 176.5
$179.67
35.54%
Reduce -48.25%
18,341
-17,100
BROS 		Dutch Bros Inc2025-03-31Reduce
-0.89%
●
55.77 ($65.86) 85.37
$73.08
10.96%
Reduce -53.17%
29,472
-33,458
NNDM 		Nano Dimension Ltd2025-03-31Sold Out
-0.85%
●
1.59 ($2.26) 2.66
$1.51
-33.19%
Sold Out
0
-675,516

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 2025-03-31

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

Discussions on Taylor Frigon Capital Management LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.