§ 13F · FUND PROFILE
Taylor Frigon Capital Management LLC.
AUM · $214M (13F)Positions · 93Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ALAB | ASTERA LABS INC | 13K | $6M | 3.0% | −44% |
| 2 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | 19K | $5M | 2.4% | −36% |
| 3 | CDNL | CARDINAL INFRASTRUCTURE GROU | 53K | $5M | 2.3% | −39% |
| 4 | PANW | PALO ALTO NETWORKS INC | 13K | $4M | 2.0% | +31% |
| 5 | KLAC | KLA CORP | 14K | $4M | 2.0% | +890% |
| 6 | TSEM | TOWER SEMICONDUCTOR LTD | 17K | $4M | 2.0% | −1% |
| 7 | MRVL | MARVELL TECHNOLOGY INC | 14K | $4M | 2.0% | −44% |
| 8 | ONTO | ONTO INNOVATION INC | 10K | $4M | 1.8% | −1% |
| 9 | NET | CLOUDFLARE INC | 15K | $4M | 1.8% | −1% |
| 10 | CVNA | CARVANA CO | 57K | $4M | 1.8% | +551% |
§ 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 $214 million in assets. The fund runs a portfolio of 93 positions.
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