13F Insight
DOSSIER · 13F-HR · Q2 2026

Taylor Frigon Capital Management LLC

$214M in tracked AUM across 93 positions as of Q2 2026.

TF
CIK 0001632665 · last filed Jun 30, 2026
Total AUM
$214M
as of Q2 2026
Holdings
93
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Taylor Frigon Capital Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ALAB
ASTERA LABS INC
$6M13K3.0%02
G25457105
CREDO TECHNOLOGY GROUP HOLDI
$5M19K2.4%03
CDNL
CARDINAL INFRASTRUCTURE GROU
$5M53K2.3%04
PANW
PALO ALTO NETWORKS INC
$4M13K2.0%05
KLAC
KLA CORP
$4M14K2.0%06
M87915274
TOWER SEMICONDUCTOR LTD
$4M17K2.0%07
MRVL
MARVELL TECHNOLOGY INC
$4M14K2.0%08
ONTO
ONTO INNOVATION INC
$4M10K1.8%09
NET
CLOUDFLARE INC
$4M15K1.8%10
CVNA
CARVANA CO
$4M57K1.8%

Filing history

2026Q2Jun 30
$214M▲ 21.6%
93 positionsView →2026Q1Mar 31
$176M▼ 11.0%
93 positionsView →2025Q4Dec 31
$198M▼ 1.8%
93 positionsView →2025Q3Sep 30
$201M▲ 6.9%
89 positionsView →2025Q2Jun 30
$188M▲ 12.0%
90 positionsLocked2025Q1Mar 31
$168M▼ 15.0%
90 positionsLocked2024Q4Dec 31
$198M▼ 1.5%
91 positionsLocked2024Q3Sep 30
$201M▼ 4.5%
88 positionsLocked2024Q2Jun 30
$210M▲ 0.1%
87 positionsLocked2024Q1Mar 31
$210M▲ 5.3%
85 positionsLocked2023Q4Dec 31
$199M▲ 10.7%
87 positionsLocked2023Q3Sep 30
$180M▼ 12.1%
88 positionsLocked
Showing 12 of 39