Holdings
Taylor Frigon Capital Management LLC
As of Jun 30, 2026, Taylor Frigon Capital Management LLC reported 86 positions worth US$198M. Largest: Astera Labs, Inc., Credo Technology Group Holding Ltd and Cardinal Infrastructure Group Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Astera Labs, Inc. | 13,286 | US$6.42M | −10,503 | Jun 30, 2026 |
| Credo Technology Group Holding Ltd | 19,137 | US$5.2M | −10,864 | Jun 30, 2026 |
| Cardinal Infrastructure Group Inc. | 52,753 | US$4.97M | −34,021 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 12,837 | US$4.38M | +3,011 | Jun 30, 2026 |
| Kla Corporation | 14,437 | US$4.36M | +12,979 | Jun 30, 2026 |
| Marvell Technology, Inc. | 14,333 | US$4.27M | −11,171 | Jun 30, 2026 |
| Onto Innovation Inc. | 10,317 | US$3.9M | −78 | Jun 30, 2026 |
| Cloudflare, Inc. | 15,460 | US$3.79M | −117 | Jun 30, 2026 |
| Carvana Co. | 57,055 | US$3.76M | +48,294 | Jun 30, 2026 |
| Ge Vernova Inc. | 3,147 | US$3.7M | −511 | Jun 30, 2026 |