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Taylor Frigon Capital Management LLC

Q2 2026 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    93

  • Value ($000)

    $213,647

  • Date Filed
    07/23/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
ALAB

ASTERA LABS INC

COM
04626A103
$6.42M
3 %

13,286

---

CREDO TECHNOLOGY GROUP HOLDI

ORDINARY SHARES
G25457105
$5.2M
2 %

19,137

---

CARDINAL INFRASTRUCTURE GROU

CL A
14154A102
$4.97M
2 %

52,753

P
PANW

PALO ALTO NETWORKS INC

COM
697435105
$4.38M
2 %

12,837

K
KLAC

KLA CORP

COM NEW
482480100
$4.36M
2 %

14,437

---

TOWER SEMICONDUCTOR LTD

SHS NEW
M87915274
$4.34M
2 %

16,653

M
MRVL

MARVELL TECHNOLOGY INC

COM
573874104
$4.27M
2 %

14,333

O
ONTO

ONTO INNOVATION INC

COM
683344105
$3.9M
2 %

10,317

N
NET

CLOUDFLARE INC

CL A COM
18915M107
$3.79M
2 %

15,460

C
CVNA

CARVANA CO

CL A
146869102
$3.76M
2 %

57,055

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