HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 QUICKLOGIC CORP |
342,713 | -171,095 | $5,494 |
| QUIK | 342,713 | -171,095 | $5,494 |
| CYBERARK SOFTWARE LTD |
19,572 | -661 | $5,199 |
| CYBR | 19,572 | -661 | $5,199 |
| MONOLITHIC PWR SYS INC |
7,542 | -89 | $5,109 |
| MPWR | 7,542 | -89 | $5,109 |
| NAPCO SEC TECHNOLOGIES INC |
116,639 | -1,972 | $4,684 |
| NSSC | 116,639 | -1,972 | $4,684 |
| GLAUKOS CORP |
48,820 | -494 | $4,603 |
| GKOS | 48,820 | -494 | $4,603 |
| CARVANA CO |
51,921 | -33,575 | $4,564 |
| CVNA | 51,921 | -33,575 | $4,564 |
| BOOT BARN HLDGS INC |
47,561 | -385 | $4,525 |
| BOOT | 47,561 | -385 | $4,525 |
| IMPINJ INC |
34,981 | -21,779 | $4,492 |
| PI | 34,981 | -21,779 | $4,492 |
| WIX COM LTD |
32,586 | -598 | $4,480 |
| WIX | 32,586 | -598 | $4,480 |
| PROCORE TECHNOLOGIES INC |
53,665 | -12,080 | $4,410 |
| PCOR | 53,665 | -12,080 | $4,410 |
| PURE STORAGE INC |
81,412 | -26,105 | $4,233 |
| PSTG | 81,412 | -26,105 | $4,233 |
| PROCEPT BIOROBOTICS CORP |
82,555 | -39,020 | $4,080 |
| PRCT | 82,555 | -39,020 | $4,080 |
| REPAY HLDGS CORP |
367,239 | -4,973 | $4,040 |
| RPAY | 367,239 | -4,973 | $4,040 |
| NICE LTD |
15,270 | -162 | $3,980 |
| NICE | 15,270 | -162 | $3,980 |
| CLOUDFLARE INC |
39,264 | -12,048 | $3,802 |
| NET | 39,264 | -12,048 | $3,802 |
| BOWLERO CORP |
275,867 | -1,778 | $3,779 |
| BOWL | 275,867 | -1,778 | $3,779 |
| DUTCH BROS INC |
113,255 | -755 | $3,737 |
| BROS | 113,255 | -755 | $3,737 |
| MOBILEYE GLOBAL INC |
115,151 | +115,151 | $3,702 |
| MBLY | 115,151 | +115,151 | $3,702 |
| GRID DYNAMICS HLDGS INC |
297,862 | -1,882 | $3,661 |
| GDYN | 297,862 | -1,882 | $3,661 |
| KORNIT DIGITAL LTD |
201,431 | +64,718 | $3,650 |
| KRNT | 201,431 | +64,718 | $3,650 |
| MONGODB INC |
9,861 | -81 | $3,537 |
| MDB | 9,861 | -81 | $3,537 |
| IDEXX LABS INC |
6,352 | -81 | $3,430 |
| IDXX | 6,352 | -81 | $3,430 |
| COMPUGEN LTD |
1,321,731 | -572,981 | $3,410 |
| CGEN | 1,321,731 | -572,981 | $3,410 |
| EPAM SYS INC |
12,283 | -73 | $3,392 |
| EPAM | 12,283 | -73 | $3,392 |
| TOWER SEMICONDUCTOR LTD |
99,963 | -1,042 | $3,344 |
| TSEM | 99,963 | -1,042 | $3,344 |
| ZUORA INC |
362,962 | +72,023 | $3,310 |
| ZUO | 362,962 | +72,023 | $3,310 |
| NV5 GLOBAL INC |
32,471 | +1,583 | $3,182 |
| NVEE | 32,471 | +1,583 | $3,182 |
| AUDIOCODES LTD |
238,479 | -2,093 | $3,110 |
| AUDC | 238,479 | -2,093 | $3,110 |
| SYMBOTIC INC |
66,962 | +4,400 | $3,013 |
| SYM | 66,962 | +4,400 | $3,013 |
| CLEARPOINT NEURO INC |
424,097 | +71,491 | $2,884 |
| CLPT | 424,097 | +71,491 | $2,884 |
| EDWARDS LIFESCIENCES CORP |
29,018 | -277 | $2,773 |
| EW | 29,018 | -277 | $2,773 |
| BILL HOLDINGS INC |
37,997 | -230 | $2,611 |
| BILL | 37,997 | -230 | $2,611 |
| HOME DEPOT INC |
6,645 | +10 | $2,549 |
| HD | 6,645 | +10 | $2,549 |
| ASML HOLDING N V |
2,611 | -207 | $2,534 |
| ASML | 2,611 | -207 | $2,534 |
| FIVERR INTL LTD |
113,391 | -2,247 | $2,389 |
| FVRR | 113,391 | -2,247 | $2,389 |
| INMODE LTD |
110,385 | -1,027 | $2,385 |
| INMD | 110,385 | -1,027 | $2,385 |
| DIGITAL RLTY TR INC |
15,211 | +87 | $2,191 |
| DLR | 15,211 | +87 | $2,191 |
| NANO DIMENSION LTD |
784,931 | -3,554 | $2,186 |
| NNDM | 784,931 | -3,554 | $2,186 |
| ALEXANDRIA REAL ESTATE EQ IN |
16,234 | +112 | $2,093 |
| ARE | 16,234 | +112 | $2,093 |
| QUALCOMM INC |
12,146 | +48 | $2,056 |
| QCOM | 12,146 | +48 | $2,056 |
| HERCULES CAPITAL INC |
111,026 | +238 | $2,048 |
| HTGC | 111,026 | +238 | $2,048 |
| WATSCO INC |
4,683 | -156 | $2,023 |
| WSO | 4,683 | -156 | $2,023 |
| AMPHENOL CORP NEW |
17,439 | -176 | $2,012 |
| APH | 17,439 | -176 | $2,012 |
| AKOUSTIS TECHNOLOGIES INC |
3,358,195 | +2,525,823 | $1,985 |
| AKTS | 3,358,195 | +2,525,823 | $1,985 |
| NOVOCURE LTD |
126,914 | +30,057 | $1,984 |
| NVCR | 126,914 | +30,057 | $1,984 |
| FASTENAL CO |
25,412 | +1 | $1,960 |
| FAST | 25,412 | +1 | $1,960 |
| EQUINIX INC |
2,359 | +12 | $1,947 |
| EQIX | 2,359 | +12 | $1,947 |
| AMERICAN EXPRESS CO |
8,527 | +14 | $1,942 |
| AXP | 8,527 | +14 | $1,942 |
| HOULIHAN LOKEY INC |
15,094 | -311 | $1,935 |
| HLI | 15,094 | -311 | $1,935 |
| MAIN STR CAP CORP |
40,320 | +232 | $1,908 |
| MAIN | 40,320 | +232 | $1,908 |
See Full List: All Stocks Held By Taylor Frigon Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Taylor Frigon Capital Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $209,905 At 12/31/2023: $199,244 Taylor Frigon Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Taylor Frigon Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
