Taylor Frigon Capital Management LLC holds a diversified book of 93 stocks worth $213.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Figma Inc-CL A and trimmed Astera Labs Inc. Their largest long position is Astera Labs Inc at 3% of the equity book. Cloning the disclosed picks since 2024 would be +19% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Taylor Frigon Capital Management LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.3 points over this window.
Growth of $10,000 cloning Taylor Frigon Capital Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Astera Labs Inc COM | $6.4M | 13.3K | 3.0% | ▼−44% Reduced · −11K sh | |
| 2 | Credo Technology Group Holdi ORDINARY SHARES | $5.2M | 19.1K | 2.4% | ▼−36% Reduced · −11K sh | |
| 3 | Cardinal Infrastructure Grou CL A | $5.0M | 52.8K | 2.3% | ▼−39% Reduced · −34K sh | |
| 4 | Palo Alto Networks Inc COM | $4.4M | 12.8K | 2.0% | ▲+31% Added · +3K sh | |
| 5 | Kla Corp COM NEW | $4.4M | 14.4K | 2.0% | ▲+890% Added · +13K sh | |
| 6 | Tower Semiconductor Ltd SHS NEW | $4.3M | 16.7K | 2.0% | ▼−0.8% Reduced · −140 sh | |
| 7 | Marvell Technology Inc COM | $4.3M | 14.3K | 2.0% | ▼−44% Reduced · −11K sh | |
| 8 | Onto Innovation Inc COM | $3.9M | 10.3K | 1.8% | ▼−0.8% Reduced · −78 sh | |
| 9 | Cloudflare Inc CL A COM | $3.8M | 15.5K | 1.8% | ▼−0.8% Reduced · −117 sh | |
| 10 | Carvana Co CL A | $3.8M | 57.1K | 1.8% | ▲+551% Added · +48K sh | |
| 11 | Ge Vernova Inc COM | $3.7M | 3.1K | 1.7% | ▼−14% Reduced · −511 sh | |
| 12 | Quanta Svcs Inc COM | $3.6M | 5.0K | 1.7% | ▼−11% Reduced · −618 sh | |
| 13 | Dutch Bros Inc CL A | $3.3M | 46.1K | 1.6% | ▼−0.3% Reduced · −119 sh | |
| 14 | Glaukos Corp COM | $3.3M | 23.4K | 1.5% | ▼−0.3% Reduced · −60 sh | |
| 15 | Gitlab Inc CLASS A COM | $3.1M | 103.1K | 1.5% | ▲+79% Added · +45K sh | |
| 16 | Mongodb Inc CL A | $3.0M | 9.0K | 1.4% | ▼−0.3% Reduced · −27 sh | |
| 17 | Impinj Inc COM | $2.8M | 19.7K | 1.3% | ▲~0% Added · +2 sh | |
| 18 | Quicklogic Corp COM NEW | $2.8M | 140.7K | 1.3% | ▼−44% Reduced · −110K sh | |
| 19 | Sofi Technologies Inc COM | $2.8M | 155.3K | 1.3% | ▲+32% Added · +37K sh | |
| 20 | Mobileye Global Inc COMMON CLASS A | $2.8M | 284.2K | 1.3% | ▲+41% Added · +82K sh | |
| 21 | Symbotic Inc CLASS A COM | $2.7M | 60.7K | 1.3% | ▲+50% Added · +20K sh | |
| 22 | Alkami Technology Inc COM | $2.7M | 149.3K | 1.3% | ▼−0.2% Reduced · −334 sh | |
| 23 | Bill Holdings Inc COM | $2.7M | 74.6K | 1.3% | ▲+38% Added · +20K sh | |
| 24 | Nice Ltd SPONSORED ADR | $2.6M | 29.1K | 1.2% | ▲+62% Added · +11K sh | |
| 25 | Main STR Cap Corp COM | $2.6M | 50.7K | 1.2% | ▲+1.3% Added · +649 sh | |
| 26 | Boot Barn Hldgs Inc COM | $2.6M | 16.0K | 1.2% | ▲+19% Added · +3K sh | |
| 27 | Servicetitan Inc SHS CL A | $2.6M | 36.9K | 1.2% | ▲+1.4% Added · +527 sh | |
| 28 | Everpure Inc CL A | $2.6M | 32.6K | 1.2% | ▼−0.2% Reduced · −67 sh | |
| 29 | Monolithic PWR Sys Inc COM | $2.6M | 1.8K | 1.2% | ▼−0.5% Reduced · −9 sh | |
| 30 | Hercules Capital Inc COM | $2.5M | 160.7K | 1.2% | ▲+1.4% Added · +2K sh | |
| 31 | Ares Capital Corp COM | $2.5M | 136.3K | 1.2% | ▲+1.3% Added · +2K sh | |
| 32 | Kornit Digital Ltd SHS | $2.5M | 153.9K | 1.2% | ▼−0.2% Reduced · −284 sh | |
| 33 | Cbiz Inc COM | $2.4M | 74.3K | 1.1% | ▲+64% Added · +29K sh | |
| 34 | Idexx Labs Inc COM | $2.4M | 4.5K | 1.1% | ▲+25% Added · +910 sh | |
| 35 | Clearpoint Neuro Inc COM | $2.4M | 132.0K | 1.1% | ▲+0.1% Added · +108 sh | |
| 36 | Camtek Ltd ORD | $2.4M | 14.4K | 1.1% | ▼−0.2% Reduced · −35 sh | |
| 37 | Amphenol Corp CL A | $2.3M | 13.3K | 1.1% | ▼−1.3% Reduced · −182 sh | |
| 38 | Equinix Inc COM | $2.3M | 2.3K | 1.1% | ▼−3.1% Reduced · −73 sh | |
| 39 | Monday Com Ltd SHS | $2.3M | 31.9K | 1.1% | ▲+8.1% Added · +2K sh | |
| 40 | Procept Biorobotics Corp COM | $2.3M | 101.6K | 1.1% | ▲+15% Added · +13K sh | |
| 41 | Digital Rlty TR Inc COM | $2.3M | 12.8K | 1.1% | ▼−3.0% Reduced · −399 sh | |
| 42 | Dexcom Inc COM | $2.3M | 33.5K | 1.1% | ▲~0% Added · +5 sh | |
| 43 | Ryman Hospitality Pptys Inc COM | $2.3M | 17.5K | 1.1% | ▼−3.1% Reduced · −572 sh | |
| 44 | Tradeweb MKTS Inc CL A | $2.2M | 22.4K | 1.0% | ▼−0.2% Reduced · −42 sh | |
| 45 | Toast Inc CL A | $2.2M | 79.6K | 1.0% | ▲+0.1% Added · +63 sh | |
| 46 | Vital Farms Inc COM | $2.2M | 188.8K | 1.0% | ▲+110% Added · +99K sh | |
| 47 | Onemain Hldgs Inc COM | $2.1M | 35.1K | 1.0% | ▼−0.5% Reduced · −194 sh | |
| 48 | Palantir Technologies Inc CL A | $2.1M | 18.1K | 1.0% | ▲+12% Added · +2K sh | |
| 49 | Figma Inc CLASS A COM STK | $2.1M | 116.6K | 1.0% | ▲New New position | |
| 50 | Procore Technologies Inc COM | $2.1M | 50.5K | 1.0% | ▲+27% Added · +11K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 93 | $213.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 93 | $175.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 93 | $197.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 89 | $201.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 90 | $188.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 90 | $168.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 91 | $197.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 88 | $200.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.