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Taylor Frigon Capital Management LLC

Q1 2026 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    93

  • Value ($000)

    $175,752

  • Date Filed
    04/29/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

CARDINAL INFRASTRUCTURE GROU

CL A
14154A102
$3.44M
2 %

86,774

N
NET

CLOUDFLARE INC

CL A COM
18915M107
$3.21M
2 %

15,577

G
GEV

GE VERNOVA INC

COM
36828A101
$3.19M
2 %

3,658

P
PWR

QUANTA SVCS INC

COM
74762E102
$3.1M
2 %

5,649

---

TOWER SEMICONDUCTOR LTD

SHS NEW
M87915274
$2.95M
2 %

16,793

---

CREDO TECHNOLOGY GROUP HOLDI

ORDINARY SHARES
G25457105
$2.82M
2 %

30,001

C
CVNA

CARVANA CO

CL A
146869102
$2.75M
2 %

8,761

M
MAIN

MAIN STR CAP CORP

COM
56035L104
$2.65M
2 %

50,079

---

TRADEWEB MKTS INC

CL A
892672106
$2.64M
2 %

22,437

A
ALAB

ASTERA LABS INC

COM
04626A103
$2.61M
2 %

23,789

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