§ 13F · FUND PROFILE
Taylor Frigon Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $201M (13F)Positions · 89Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CDNL | CARDINAL INFRASTRUCTURE GROU | 87K | $3M | 2.0% | +74% |
| 2 | NET | CLOUDFLARE INC | 16K | $3M | 1.8% | −1% |
| 3 | GEV | GE VERNOVA INC | 4K | $3M | 1.8% | −1% |
| 4 | PWR | QUANTA SVCS INC | 6K | $3M | 1.8% | −1% |
| 5 | TSEM | TOWER SEMICONDUCTOR LTD | 17K | $3M | 1.7% | −44% |
| 6 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 30K | $3M | 1.6% | ±0% |
| 7 | CVNA | CARVANA CO | 9K | $3M | 1.6% | +12% |
| 8 | MAIN | MAIN STR CAP CORP | 50K | $3M | 1.5% | −6% |
| 9 | TW | TRADEWEB MKTS INC | 22K | $3M | 1.5% | −1% |
| 10 | ALAB | ASTERA LABS INC | 24K | $3M | 1.5% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TAYLOR SIGNAL
AC read
Taylor Frigon Capital Management LLC is a Other fund managing $201 million in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed