Taylor Frigon Capital Management LLC Q3 2026 Filing
Filed October 23, 2026
Portfolio Value
$94.0B
Holdings
92
Report Date
Q3 2026
Filing Type
13F-HR
All Holdings (92 positions)
| Stock | Value |
|---|---|
GTLBGITLAB INC | $3.6B |
CVNACARVANA CO | $3.4B |
FROGJFROG LTD | $3.2B |
TTANSERVICETITAN INC | $3.0B |
PCORPROCORE TECHNOLOGIES INC | $2.9B |
TMDXTRANSMEDICS GROUP INC | $2.9B |
FIGFIGMA INC | $2.9B |
MAINMAIN STR CAP CORP | $2.8B |
DC4DEXCOM INC | $2.7B |
HTGCHERCULES CAPITAL INC | $2.7B |
ARCCARES CAPITAL CORP | $2.6B |
SYMSYMBOTIC INC | $2.5B |
KRNTKORNIT DIGITAL LTD | $2.5B |
BROSDUTCH BROS INC | $2.4B |
NUNU HLDGS LTD | $2.4B |
SOFISOFI TECHNOLOGIES INC | $2.4B |
MNDYMONDAY COM LTD | $2.4B |
BILLBILL HOLDINGS INC | $2.3B |
TOSTTOAST INC | $2.3B |
ALKTALKAMI TECHNOLOGY INC | $2.0B |
OMFONEMAIN HLDGS INC | $2.0B |
CGENCOMPUGEN LTD | $1.9B |
GCMGGCM GROSVENOR INC | $1.9B |
PRCTPROCEPT BIOROBOTICS CORP | $1.8B |
WMBWILLIAMS COS INC | $1.8B |
AREALEXANDRIA REAL ESTATE EQ IN | $1.7B |
8CWCROWN CASTLE INC | $1.7B |
VITLVITAL FARMS INC | $1.7B |
HRHEALTHCARE RLTY TR | $1.7B |
CDNLCARDINAL INFRASTRUCTURE GROU | $1.6B |
NOGNORTHERN OIL & GAS INC | $1.6B |
VNOMVIPER ENERGY INC | $1.6B |
SYYSYSCO CORP | $1.6B |
QUIKQUICKLOGIC CORP | $1.6B |
FHIFEDERATED HERMES INC | $1.6B |
CLPTCLEARPOINT NEURO INC | $1.5B |
TTCTORO CO | $1.5B |
GGGGRACO INC | $1.5B |
EQRVIVMARK RESIDENTIAL | $1.5B |
IRTINDEPENDENCE RLTY TR INC | $1.4B |
FASTFASTENAL CO | $1.4B |
MCXMCCORMICK & CO INC | $1.1B |
ROLROLLINS INC | $968.9M |
APYXAPYX MEDICAL CORPORATION | $968.8M |
VUZIVUZIX CORP | $850.4M |
TSCOTRACTOR SUPPLY CO | $838.3M |
SMRNUSCALE PWR CORP | $397.2M |
NETCLOUDFLARE INC | $5.3M |
PSTGEVERPURE INC | $4.0M |
TSEMTOWER SEMICONDUCTOR LTD | $3.7M |
MRVLMARVELL TECHNOLOGY INC | $3.6M |
GKOSGLAUKOS CORP | $3.6M |
PLTRPALANTIR TECHNOLOGIES INC | $3.3M |
PIIMPINJ INC | $3.2M |
PWRQUANTA SVCS INC | $3.2M |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $3.2M |
PANWPALO ALTO NETWORKS INC | $3.0M |
NSYNICE LTD | $3.0M |
GEVGE VERNOVA INC | $2.9M |
MDBMONGODB INC | $2.9M |
KLACKLA CORP | $2.8M |
ALABASTERA LABS INC | $2.7M |
MLB1MERCADOLIBRE INC | $2.5M |
MPWRMONOLITHIC PWR SYS INC | $2.4M |
CASYCASEYS GEN STORES INC | $2.3M |
IDXXIDEXX LABS INC | $2.3M |
EQIXEQUINIX INC | $2.3M |
TWTRADEWEB MKTS INC | $2.2M |
FQIDIGITAL RLTY TR INC | $2.2M |
CAMTCAMTEK LTD | $2.2M |
ONTOONTO INNOVATION INC | $2.2M |
RHPRYMAN HOSPITALITY PPTYS INC | $2.1M |
QCOMQUALCOMM INC | $1.9M |
LLYELI LILLY & CO | $1.9M |
TXNTEXAS INSTRS INC | $1.9M |
BOOTBOOT BARN HLDGS INC | $1.9M |
ALSALLSTATE CORP | $1.7M |
EXREXTRA SPACE STORAGE INC | $1.7M |
AVYAVERY DENNISON CORP | $1.6M |
AJGGALLAGHER ARTHUR J & CO | $1.6M |
FDSFACTSET RESH SYS INC | $1.6M |
AXPAMERICAN EXPRESS CO | $1.6M |
AFGAMERICAN FINANCIAL GROUP INC | $1.6M |
JKHYHENRY JACK & ASSOC INC | $1.5M |
COSTCOSTCO WHOLESALE CORPORATION | $1.5M |
STESTERIS PLC | $1.4M |
WSOWATSCO INC | $1.3M |
TJXTJX COS INC NEW | $1.2M |
SYKSTRYKER CORPORATION | $1.1M |
POOLPOOL CORP | $935K |
HDHOME DEPOT INC | $887K |
HLIHOULIHAN LOKEY INC | $882K |