Taylor Frigon Capital Management LLC

Q3 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    89

  • Value ($000)

    $201,104

  • Date Filed
    10/21/2025
  • Form type
    13F-HR
  • CIK
    0001632665
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

CREDO TECHNOLOGY GROUP HOLDI

ORDINARY SHARES
G25457105
$6.26M
3 %

43,013

ALAB
ALAB

ASTERA LABS INC

COM
04626A103
$5.15M
3 %

26,298

---

TOWER SEMICONDUCTOR LTD

SHS NEW
M87915274
$3.98M
2 %

55,021

MPWR
MPWR

MONOLITHIC PWR SYS INC

COM
609839105
$3.81M
2 %

4,142

PSTG
PSTG

PURE STORAGE INC

CL A
74624M102
$3.79M
2 %

51,758

CVNA
CVNA

CARVANA CO

CL A
146869102
$3.67M
2 %

9,726

ONTO
ONTO

ONTO INNOVATION INC

COM
683344105
$3.56M
2 %

27,529

NET
NET

CLOUDFLARE INC

CL A COM
18915M107
$3.44M
2 %

16,017

---

CAMTEK LTD

ORD
M20791105
$3.35M
2 %

31,901

MAIN
MAIN

MAIN STR CAP CORP

COM
56035L104
$3.28M
2 %

51,643

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