HoldingsChannel.com
Taylor Frigon Capital Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
Compugen Ltd. 721,505 -27,788 $4,300
     CGEN721,505-27,788$4,300
Kornit Digital Ltd. 109,315 -12,570 $3,742
     KRNT109,315-12,570$3,742
Apyx Medical Corp. 418,870 -20,978 $3,544
     APYX418,870-20,978$3,544
NovoCure Ltd. 38,073 -3,125 $3,208
     NVCR38,073-3,125$3,208
Vapotherm Inc. 257,313 +131,786 $3,129
     VAPO257,313+131,786$3,129
Tower Semiconductor Ltd. 122,748 -39,447 $2,953
     TSEM122,748-39,447$2,953
AudioCodes Ltd. 112,406 -2,116 $2,888
     AUDC112,406-2,116$2,888
Cryoport Inc. 164,584 +4,206 $2,709
     CYRX164,584+4,206$2,709
Carvana Co. 28,820 -3,325 $2,653
     CVNA28,820-3,325$2,653
Nvidia Corp 10,927 -3,187 $2,571
     NVDA10,927-3,187$2,571
Monolithic Power Systems Inc. 14,402 -749 $2,564
     MPWR14,402-749$2,564
Airgain Inc. 227,820 -1,740 $2,435
     AIRG227,820-1,740$2,435
QuickLogic Corp. 405,759 -5,377,415 $2,435
     QUIK405,759-5,377,415$2,435
Shopify 5,936 -377 $2,360
     SHOP5,936-377$2,360
Inphi Corp. 31,612 -2,879 $2,340
     IPHI31,612-2,879$2,340
Radcom Ltd. 272,869 -10,688 $2,325
     RDCM272,869-10,688$2,325
CyberArk Ltd. 19,676 -198 $2,294
     CYBR19,676-198$2,294
EPAM Systems Inc. 10,769 -1,695 $2,285
     EPAM10,769-1,695$2,285
Glaukos Inc. 41,717 -86 $2,272
     GKOS41,717-86$2,272
Resmed Inc 14,402 -194 $2,232
     RMD14,402-194$2,232
Splunk Inc. 14,881 -124 $2,229
     SPLK14,881-124$2,229
Alteryx Inc. 22,079 +22,079 $2,209
     AYX22,079+22,079$2,209
Amphenol Corp Cl A 20,381 -1,406 $2,206
     APH20,381-1,406$2,206
Edwards Lifesciences Corp. 9,283 -1,970 $2,166
     EW9,283-1,970$2,166
Repay Holdings Corporation 145,777 -1,811 $2,136
     RPAY145,777-1,811$2,136
Radware 81,549 -1,038 $2,102
     RDWR81,549-1,038$2,102
Carmax Inc. 23,088 -558 $2,024
     KMX23,088-558$2,024
Factset Date Systems Inc. 7,529 -67 $2,020
     FDS7,529-67$2,020
Zuora Inc. 140,033 -825 $2,007
     ZUO140,033-825$2,007
Silicom Ltd. 59,321 +178 $1,973
     SILC59,321+178$1,973
Wix.com 15,763 -12 $1,929
     WIX15,763-12$1,929
Idexx Labs Inc. 7,255 -850 $1,894
     IDXX7,255-850$1,894
Tractor Supply Company 19,974 -197 $1,866
     TSCO19,974-197$1,866
Forescout Technologies Inc 56,229 -1,224 $1,844
     FSCT56,229-1,224$1,844
Microvision Inc 2,457,267 -71,869 $1,769
     MVIS2,457,267-71,869$1,769
Echo Global Logistics Inc. 83,276 -1,283 $1,724
     ECHO83,276-1,283$1,724
Impinj Inc. 66,532 -2,060 $1,721
     PI66,532-2,060$1,721
Portfolio Recovery Assoc 47,155 -464 $1,712
     PRAA47,155-464$1,712
Arista Networks Inc. 8,346 -446 $1,698
     ANET8,346-446$1,698
EBIX 50,377 +46 $1,683
     EBIX50,377+46$1,683
Zix Corp. 233,788 -1,680 $1,585
     ZIXI233,788-1,680$1,585
CenturyLink 117,847 -2,795 $1,557
     CTL117,847-2,795$1,557
Hercules Capital Inc. 110,578 -1,704 $1,550
     HTGC110,578-1,704$1,550
Twilio. Inc. 15,668 +18 $1,540
     TWLO15,668+18$1,540
Akoustics Technologies Inc. 187,614 +187,614 $1,501
     AKTS187,614+187,614$1,501
Green Dot Corp. 63,934 +33 $1,490
     GDOT63,934+33$1,490
NV5 Global Inc. 28,981 -581 $1,462
     NVEE28,981-581$1,462
Vuzix Corp. 719,462 -4,655 $1,446
     VUZI719,462-4,655$1,446
Farmland Partners Inc. 213,087 -4,424 $1,445
     FPI213,087-4,424$1,445
Annaly Capital Mgmt 151,045 -3,329 $1,423
     NLY151,045-3,329$1,423

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 12/31/2019: $145,079
At 09/30/2019: $138,206

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

Taylor Frigon Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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