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Taylor Frigon Capital Management LLC

Q4 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    93

  • Value ($000)

    $197,569

  • Date Filed
    01/26/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
ALAB

ASTERA LABS INC

COM
04626A103
$4.34M
2 %

26,067

---

CREDO TECHNOLOGY GROUP HOLDI

ORDINARY SHARES
G25457105
$4.34M
2 %

30,131

M
MDB

MONGODB INC

CL A
60937P106
$3.81M
2 %

9,078

M
MPWR

MONOLITHIC PWR SYS INC

COM
609839105
$3.71M
2 %

4,096

---

TOWER SEMICONDUCTOR LTD

SHS NEW
M87915274
$3.49M
2 %

29,758

C
CVNA

CARVANA CO

CL A
146869102
$3.31M
2 %

7,838

M
MAIN

MAIN STR CAP CORP

COM
56035L104
$3.21M
2 %

53,151

G
GKOS

GLAUKOS CORP

COM
377322102
$3.21M
2 %

28,425

N
NET

CLOUDFLARE INC

CL A COM
18915M107
$3.11M
2 %

15,750

H
HTGC

HERCULES CAPITAL INC

COM
427096508
$3.07M
2 %

163,288

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