Long-term investor
Taylor Frigon Capital Management LLC @taylorfrigoncapitalmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001632665).
Record
- Tracked since 2025-06-30 (446 days), 94 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -2.5% · all -2.5%
- Max drawdown n/a · win rate 8% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ALAB · 3.0% · long · since 2025-06-30
- CRDO · 2.4% · long · since 2025-06-30
- CDNL · 2.3% · long · since 2025-12-31
- PANW · 2.0% · long · since 2026-03-31
- KLAC · 2.0% · long · since 2025-06-30
- TSEM · 2.0% · long · since 2025-06-30
- MRVL · 2.0% · long · since 2025-06-30
- ONTO · 1.8% · long · since 2025-06-30
- NET · 1.8% · long · since 2025-06-30
- CVNA · 1.8% · long · since 2025-06-30
- GEV · 1.7% · long · since 2025-09-30
- PWR · 1.7% · long · since 2025-09-30