Taylor Frigon Capital Management LLC Buys MiMedx Group Inc, Carvana Co, CryoPort Inc, Sells Arista Networks Inc, Fiserv Inc, QuickLogic Corp

San Luis Obispo, CA, based Investment company Taylor Frigon Capital Management LLC buys MiMedx Group Inc, Carvana Co, CryoPort Inc, Kornit Digital, Wix.com, Compugen, Shopify Inc, AT&T Inc, Walgreens Boots Alliance Inc, Silicom, sells Arista Networks Inc, Fiserv Inc, QuickLogic Corp, Amazon.com Inc, EPAM Systems Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Taylor Frigon Capital Management LLC. As of 2018-03-31, Taylor Frigon Capital Management LLC owns 84 stocks with a total value of $129 million. These are the details of the buys and sells.

For the details of Taylor Frigon Capital Management LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Taylor+Frigon+Capital+Management+LLC

These are the top 5 holdings of Taylor Frigon Capital Management LLC
  1. QuickLogic Corp (QUIK) - 3,261,561 shares, 3.86% of the total portfolio. Shares reduced by 40.27%
  2. Twilio Inc (TWLO) - 89,400 shares, 2.66% of the total portfolio. Shares reduced by 11.64%
  3. Mellanox Technologies Ltd (MLNX) - 42,719 shares, 2.42% of the total portfolio. Shares reduced by 25.06%
  4. Wix.com Ltd (WIX) - 37,148 shares, 2.3% of the total portfolio. Shares added by 60.13%
  5. Tower Semiconductor Ltd (TSEM) - 108,511 shares, 2.27% of the total portfolio. Shares added by 4.62%
New Purchase: MiMedx Group Inc (MDXG)

Taylor Frigon Capital Management LLC initiated holding in MiMedx Group Inc. The purchase prices were between $6.69 and $17.96, with an estimated average price of $11.64. The stock is now traded at around $7.36. The impact to a portfolio due to this purchase was 1.9%. The holding were 351,120 shares as of 2018-03-31.

New Purchase: Carvana Co (CVNA)

Taylor Frigon Capital Management LLC initiated holding in Carvana Co. The purchase prices were between $17.01 and $22.93, with an estimated average price of $19.97. The stock is now traded at around $29.96. The impact to a portfolio due to this purchase was 1.77%. The holding were 99,465 shares as of 2018-03-31.

New Purchase: CryoPort Inc (CYRX)

Taylor Frigon Capital Management LLC initiated holding in CryoPort Inc. The purchase prices were between $7.77 and $10.22, with an estimated average price of $8.84. The stock is now traded at around $7.25. The impact to a portfolio due to this purchase was 1.28%. The holding were 191,940 shares as of 2018-03-31.

New Purchase: Shopify Inc (SHOP)

Taylor Frigon Capital Management LLC initiated holding in Shopify Inc. The purchase prices were between $105.49 and $153.11, with an estimated average price of $129.43. The stock is now traded at around $122.94. The impact to a portfolio due to this purchase was 0.79%. The holding were 8,103 shares as of 2018-03-31.

New Purchase: AT&T Inc (T)

Taylor Frigon Capital Management LLC initiated holding in AT&T Inc. The purchase prices were between $34.69 and $39.16, with an estimated average price of $36.85. The stock is now traded at around $34.78. The impact to a portfolio due to this purchase was 0.74%. The holding were 26,762 shares as of 2018-03-31.

New Purchase: Walgreens Boots Alliance Inc (WBA)

Taylor Frigon Capital Management LLC initiated holding in Walgreens Boots Alliance Inc. The purchase prices were between $65.43 and $80.27, with an estimated average price of $71.45. The stock is now traded at around $64.47. The impact to a portfolio due to this purchase was 0.52%. The holding were 10,264 shares as of 2018-03-31.

Added: Kornit Digital Ltd (KRNT)

Taylor Frigon Capital Management LLC added to a holding in Kornit Digital Ltd by 129.20%. The purchase prices were between $12.55 and $16.2, with an estimated average price of $14.16. The stock is now traded at around $14.83. The impact to a portfolio due to this purchase was 1.17%. The holding were 206,925 shares as of 2018-03-31.

Added: Wix.com Ltd (WIX)

Taylor Frigon Capital Management LLC added to a holding in Wix.com Ltd by 60.13%. The purchase prices were between $58 and $87, with an estimated average price of $70.15. The stock is now traded at around $83.25. The impact to a portfolio due to this purchase was 0.86%. The holding were 37,148 shares as of 2018-03-31.

Added: Compugen Ltd (CGEN)

Taylor Frigon Capital Management LLC added to a holding in Compugen Ltd by 78.03%. The purchase prices were between $2.5 and $4.45, with an estimated average price of $3.37. The stock is now traded at around $3.95. The impact to a portfolio due to this purchase was 0.82%. The holding were 536,085 shares as of 2018-03-31.

Added: Silicom Ltd (SILC)

Taylor Frigon Capital Management LLC added to a holding in Silicom Ltd by 43.06%. The purchase prices were between $33.52 and $76.79, with an estimated average price of $60.94. The stock is now traded at around $36.65. The impact to a portfolio due to this purchase was 0.46%. The holding were 56,969 shares as of 2018-03-31.

Added: Applied Optoelectronics Inc (AAOI)

Taylor Frigon Capital Management LLC added to a holding in Applied Optoelectronics Inc by 36.81%. The purchase prices were between $23.65 and $38.89, with an estimated average price of $31.11. The stock is now traded at around $32.59. The impact to a portfolio due to this purchase was 0.44%. The holding were 84,029 shares as of 2018-03-31.

Added: Check Point Software Technologies Ltd (CHKP)

Taylor Frigon Capital Management LLC added to a holding in Check Point Software Technologies Ltd by 43.88%. The purchase prices were between $97.84 and $106.39, with an estimated average price of $103.02. The stock is now traded at around $102.19. The impact to a portfolio due to this purchase was 0.02%. The holding were 600 shares as of 2018-03-31.

Sold Out: Fiserv Inc (FISV)

Taylor Frigon Capital Management LLC sold out a holding in Fiserv Inc. The sale prices were between $64.59 and $74.22, with an estimated average price of $70.24.

Sold Out: Amazon.com Inc (AMZN)

Taylor Frigon Capital Management LLC sold out a holding in Amazon.com Inc. The sale prices were between $1189.01 and $1598.39, with an estimated average price of $1430.19.

Sold Out: Ecolab Inc (ECL)

Taylor Frigon Capital Management LLC sold out a holding in Ecolab Inc. The sale prices were between $127.76 and $140.34, with an estimated average price of $134.47.

Sold Out: Verisk Analytics Inc (VRSK)

Taylor Frigon Capital Management LLC sold out a holding in Verisk Analytics Inc. The sale prices were between $92.28 and $105.84, with an estimated average price of $99.82.

Sold Out: Abbott Laboratories (ABT)

Taylor Frigon Capital Management LLC sold out a holding in Abbott Laboratories. The sale prices were between $56.27 and $63.62, with an estimated average price of $60.25.

Sold Out: Dr Pepper Snapple Group Inc (DPS)

Taylor Frigon Capital Management LLC sold out a holding in Dr Pepper Snapple Group Inc. The sale prices were between $94.91 and $120.1, with an estimated average price of $110.86.



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