Taylor Frigon Capital Management LLC: 13F holdings
CIK 16326652026Q2
| Positions | 93 |
|---|
| Reported value | $213.6m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 93 (+0 vs prior quarter) |
|---|
| Reported value | $213.6m (+21.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ALAB ASTERA LABS INC | 13,286 | $6.4m | 3.0% |
| CREDO TECHNOLOGY GROUP HOLDI | 19,137 | $5.2m | 2.4% |
| CDNL CARDINAL INFRASTRUCTURE GROU | 52,753 | $5.0m | 2.3% |
| PANW PALO ALTO NETWORKS INC | 12,837 | $4.4m | 2.0% |
| KLAC KLA CORP | 14,437 | $4.4m | 2.0% |
| TOWER SEMICONDUCTOR LTD | 16,653 | $4.3m | 2.0% |
| MRVL MARVELL TECHNOLOGY INC | 14,333 | $4.3m | 2.0% |
| ONTO ONTO INNOVATION INC | 10,317 | $3.9m | 1.8% |
| NET CLOUDFLARE INC | 15,460 | $3.8m | 1.8% |
| CVNA CARVANA CO | 57,055 | $3.8m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1632665")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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