Taylor Frigon Capital Management
Taylor Frigon Capital Management reported 92 stocks worth $197M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are NET (2.7%), P (2.0%) and TSEM (1.9%). Compared with Q2 2026, the fund opened new positions in FROG, MELI and NU, added to TTAN, PCOR and TMDX, trimmed NET, P and TSEM and sold out of MBLY, CBZ and APH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NET Cloudflare Inc | $5.3M | 2.7% | 15K | −328 (−2%) | 8 of 8 | |
| 2 |  P Pure Storage | $4M | 2.0% | 31K | −1,847 (−6%) | 8 of 8 | |
| 3 |  TSEM Tower Semiconductor Ltd | $3.7M | 1.9% | 16K | −353 (−2%) | 8 of 8 | |
| 4 |  GTLB Gitlab Inc | $3.6M | 1.8% | 76K | −27K (−26%) | 6 of 8 | |
| 5 |  MRVL Marvell Technology Inc | $3.6M | 1.8% | 14K | −760 (−5%) | 7 of 8 | |
| 6 |  GKOS Glaukos Corp | $3.6M | 1.8% | 22K | −1,609 (−7%) | 8 of 8 | |
| 7 |  CVNA Carvana Co | $3.4M | 1.7% | 55K | −2,425 (−4%) | 8 of 8 | |
| 8 |  PLTR Palantir Technologies Inc | $3.3M | 1.7% | 18K | −568 (−3%) | 3 of 8 | |
| 9 |  FROG Jfrog Ltd | $3.2M | 1.6% | 33K | New position | 1 of 8 | |
| 10 |  PI Impinj Inc | $3.2M | 1.6% | 18K | −1,924 (−10%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MBLY Mobileye Global Inc | $2.8M | 284K |
 CBZ Cbiz Inc | $2.4M | 74K |
 APH Amphenol Corp New | $2.3M | 13K |
AVALONBAY CMNTYS INC | $1.7M | 8,749 |
 EPAM Epam Sys Inc | $1.2M | 15K |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Taylor Frigon Capital Management 13F FAQ
What does Taylor Frigon Capital Management own?
Taylor Frigon Capital Management reported 92 stocks worth $197M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are NET (2.7%), P (2.0%) and TSEM (1.9%). The table above lists every position in the filing (the top 10 without an account).
What did Taylor Frigon Capital Management buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 35 added to, 49 trimmed and 6 sold out. New positions include FROG, MELI and NU. It sold all of MBLY, CBZ and APH.
When will Taylor Frigon Capital Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Taylor Frigon Capital Management's portfolio worth?
The Q3 2026 filing reports $197M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.