Taylor Frigon Capital Management LLC

Q2 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    90

  • Value ($000)

    $188,112

  • Date Filed
    07/17/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

CREDO TECHNOLOGY GROUP HOLDI

ORDINARY SHARES
G25457105
$4.20 M
2 %

45,353

MPWR
MPWR

MONOLITHIC PWR SYS INC

COM
609839105
$3.53 M
2 %

4,820

CVNA
CVNA

CARVANA CO

CL A
146869102
$3.39 M
2 %

10,052

NET
NET

CLOUDFLARE INC

CL A COM
18915M107
$3.37 M
2 %

17,229

GKOS
GKOS

GLAUKOS CORP

COM
377322102
$3.22 M
2 %

31,204

MAIN
MAIN

MAIN STR CAP CORP

COM
56035L104
$3.01 M
2 %

50,960

SYM
SYM

SYMBOTIC INC

CLASS A COM
87151X101
$2.98 M
2 %

76,665

ALKT
ALKT

ALKAMI TECHNOLOGY INC

COM
01644J108
$2.85 M
2 %

94,479

CYBR
CYBR

CYBERARK SOFTWARE LTD

SHS
M2682V108
$2.84 M
2 %

7,775

PCOR
PCOR

PROCORE TECHNOLOGIES INC

COM
74275K108
$2.83 M
2 %

41,429

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