Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Taylor Frigon Capital Management LLC (CIK 1632665) reported $175.8M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ($3.4M, 1.96%), NET ($3.2M, 1.83%), GEV ($3.2M, 1.82%), PWR ($3.1M, 1.76%), TSEM ($2.9M, 1.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CARDINAL INFRASTRUCTURE GROU | $3.4M | 1.96% | 86,774 | Added | |
| 2 | NET | CLOUDFLARE INC | $3.2M | 1.83% | 15,577 | Trimmed |
| 3 | GEV | GE VERNOVA INC | $3.2M | 1.82% | 3,658 | Trimmed |
| 4 | PWR | QUANTA SVCS INC | $3.1M | 1.76% | 5,649 | Trimmed |
| 5 | TSEM | TOWER SEMICONDUCTOR LTD | $2.9M | 1.68% | 16,793 | Trimmed |
| 6 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2.8M | 1.60% | 30,001 | Trimmed |
| 7 | CVNA | CARVANA CO | $2.8M | 1.57% | 8,761 | Added |
| 8 | MAIN | MAIN STR CAP CORP | $2.7M | 1.51% | 50,079 | Trimmed |
| 9 | TW | TRADEWEB MKTS INC | $2.6M | 1.50% | 22,437 | Trimmed |
| 10 | ALAB | ASTERA LABS INC | $2.6M | 1.48% | 23,789 | Trimmed |
| 11 | GKOS | GLAUKOS CORP | $2.5M | 1.44% | 23,445 | Trimmed |
| 12 | MRVL | MARVELL TECHNOLOGY INC | $2.5M | 1.44% | 25,504 | Trimmed |
| 13 | KRNT | KORNIT DIGITAL LTD | $2.5M | 1.41% | 154,150 | Trimmed |
| 14 | ARCC | ARES CAPITAL CORP | $2.4M | 1.38% | 134,528 | Trimmed |
| 15 | DLR | DIGITAL RLTY TR INC | $2.4M | 1.35% | 13,151 | Trimmed |
| 16 | PLTR | PALANTIR TECHNOLOGIES INC | $2.4M | 1.35% | 16,254 | New |
| 17 | QUIK | QUICKLOGIC CORP | $2.4M | 1.34% | 250,547 | Trimmed |
| 18 | BROS | DUTCH BROS INC | $2.3M | 1.33% | 46,242 | Trimmed |
| 19 | ALKT | ALKAMI TECHNOLOGY INC | $2.3M | 1.33% | 149,610 | Added |
| 20 | HTGC | HERCULES CAPITAL INC | $2.3M | 1.33% | 158,491 | Trimmed |
| 21 | TTAN | SERVICETITAN INC | $2.3M | 1.31% | 36,400 | Added |
| 22 | EQIX | EQUINIX INC | $2.3M | 1.30% | 2,323 | Trimmed |
| 23 | PCOR | PROCORE TECHNOLOGIES INC | $2.3M | 1.29% | 39,670 | Trimmed |
| 24 | MDB | MONGODB INC | $2.2M | 1.26% | 9,029 | Trimmed |
| 25 | PRCT | PROCEPT BIOROBOTICS CORP | $2.2M | 1.26% | 88,708 | Added |
Source: SEC Form 13F filings · as of 2026-03-31