Taylor Frigon Capital Management LLC — 13F holdings

Taylor Frigon Capital Management LLC reported 92 holdings worth $197M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. NET CLOUDFLARE INC — $5.26M (2.7%)
2. P PURE STORAGE INC — $4.03M (2.0%)
3. TSEM Tower Semiconductor Ltd — $3.71M (1.9%)
4. GTLB GITLAB INC — $3.60M (1.8%)
5. MRVL MARVELL TECHNOLOGY INC — $3.59M (1.8%)
6. GKOS GLAUKOS CORP — $3.58M (1.8%)
7. CVNA CARVANA CO — $3.42M (1.7%)
8. PLTR PALANTIR TECHNOLOGIES INC — $3.29M (1.7%)
9. FROG JFROG LTD — $3.24M (1.6%)
10. PI IMPINJ INC — $3.19M (1.6%)