Taylor Frigon Capital Management

Latest statistics and disclosures from Taylor Frigon Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CGEN, VAPO, NVDA, CYRX, KRNT, and represent 14.26% of Taylor Frigon Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: CGEN, VAPO, NVDA, KRNT, CYRX, CVNA, EPAM, NVCR, AUDC, TSEM.
  • Taylor Frigon Capital Management was a net buyer of stock by $16.81M.
  • Taylor Frigon Capital Management has $127.58M in assets under management (AUM), growing by 15.17%.

Portfolio Holdings for Taylor Frigon Capital Management

Companies in the Taylor Frigon Capital Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Compugen (CGEN) 3.60 632.40k +19% 7.26
Vapotherm (VAPO) 3.13 212.38k +20% 18.83
NVIDIA Corporation (NVDA) 2.63 12.71k +21% 263.57
Cryoport Inc Com Par $0 001 (CYRX) 2.54 190.00k +19% 17.07
Kornit Digital (KRNT) 2.36 121.18k +22% 24.89
Audiocodes Ltd Com Stk (AUDC) 2.32 123.93k +18% 23.89
Novocure Ltd ord (NVCR) 2.26 42.90k +19% 67.34
Monolithic Power Systems (MPWR) 2.18 16.64k +18% 167.44
Fiverr Intl Ltd ord (FVRR) 2.17 109.90k +19% 25.17
Repay Hldgs Corp (RPAY) 2.05 181.91k +18% 14.35
Ttec Holdings (TTEC) 1.91 66.41k +20% 36.71
Epam Systems (EPAM) 1.90 13.07k +24% 185.67
Alteryx (AYX) 1.88 25.16k +18% 95.15
FactSet Research Systems (FDS) 1.83 8.96k +21% 260.72
stock (SPLK) 1.73 17.43k +19% 126.25
Airgain (AIRG) 1.71 296.00k +19% 7.39
Tower Semiconductor (TSEM) 1.71 137.28k +25% 15.92
IDEXX Laboratories (IDXX) 1.66 8.76k +22% 242.24
Radware Ltd ord (RDWR) 1.65 99.96k +21% 21.07
Chaserg Technlgy Acquisitn C class a 1.64 261.58k +21% 8.00
Edwards Lifesciences (EW) 1.61 10.91k +19% 188.58
Carvana Co cl a (CVNA) 1.61 37.24k +31% 55.10
Green Dot Corporation (GDOT) 1.57 79.02k +24% 25.39
Arista Networks (ANET) 1.52 9.58k +16% 202.51
Cyberark Software (CYBR) 1.51 22.54k +15% 85.58
Akoustis Technologies (AKTS) 1.51 358.91k +19% 5.37
Wix (WIX) 1.50 19.05k +21% 100.81
Boot Barn Hldgs (BOOT) 1.47 145.12k +24% 12.93
Radcom (RDCM) 1.45 303.79k +16% 6.08
Zix Corporation (ZIXI) 1.45 428.08k +21% 4.31
Echo Global Logistics (ECHO) 1.40 104.86k +26% 17.08
Apyx Medical Corporation (APYX) 1.37 485.43k +18% 3.59
Nv5 Holding (NVEE) 1.35 41.60k +21% 41.30
Silicom (SILC) 1.35 63.62k +15% 27.00
Napco Security Systems (NSSC) 1.34 112.30k +21% 15.17
Twilio Inc cl a (TWLO) 1.32 18.87k +20% 89.50
CarMax (KMX) 1.23 29.13k +27% 53.84
Glaukos (GKOS) 1.21 50.22k +21% 30.86
Nice Systems (NICE) 1.15 10.19k +19% 143.59
Impinj (PI) 1.10 83.77k +24% 16.71
Zuora Inc ordinary shares (ZUO) 1.09 172.00k +21% 8.05
Quicklogic Corp. (QUIK) 1.07 480.27k +18% 2.84
Vuzix Corp Com Stk (VUZI) 1.04 1.08M +23% 1.23
Farmland Partners (FPI) 1.02 214.13k 6.07
Ebix (EBIX) 1.01 84.53k +32% 15.18
Digital Realty Trust (DLR) 0.90 8.25k 138.91
CenturyLink (CTL) 0.87 117.10k 9.46
Equinix (EQIX) 0.84 1.71k 624.85
Eli Lilly & Co. (LLY) 0.83 7.67k 138.76
CoreSite Realty (COR) 0.78 8.63k 115.89
Bristol Myers Squibb (BMY) 0.77 17.63k 55.76
B&G Foods (BGS) 0.72 51.05k 18.10
Crown Castle Intl (CCI) 0.72 6.35k 144.39
Tractor Supply Company (TSCO) 0.70 10.50k 84.55
Abbvie (ABBV) 0.70 11.64k 76.20
Verizon Communications (VZ) 0.69 16.48k 53.70
Codexis (CDXS) 0.69 79.12k +9% 11.16
Watsco, Incorporated (WSO) 0.68 5.49k 158.04
Flowers Foods (FLO) 0.68 42.26k 20.52
Tc Energy Corp (TRP) 0.63 18.23k 44.31
Domino's Pizza (DPZ) 0.63 2.47k 323.89
Stryker Corporation (SYK) 0.62 4.77k 166.39
Pfizer (PFE) 0.61 24.02k 32.64
Target Corporation (TGT) 0.61 8.39k 92.96
Annaly Capital Management (NLY) 0.60 150.07k 5.07
Extra Space Storage (EXR) 0.59 7.84k 95.73
Healthcare Realty Trust Incorporated (HR) 0.58 26.43k 27.92
Alexandria Real Estate Equities (ARE) 0.57 5.32k 137.00
C.H. Robinson Worldwide (CHRW) 0.57 11.01k 66.21
Home Depot (HD) 0.57 3.88k 186.74
Fastenal Company (FAST) 0.56 22.98k 31.24
At&t (T) 0.56 24.61k 29.17
Capstead Mortgage Corporation (CMO) 0.51 154.45k 4.20
Microvision Inc Del (MVIS) 0.49 3.63M +20% 0.17
Independence Realty Trust In (IRT) 0.47 67.09k 8.94
Ares Capital Corporation (ARCC) 0.44 51.88k 10.78
Hercules Technology Growth Capital (HTGC) 0.41 68.11k 7.63
Pembina Pipeline Corp (PBA) 0.39 26.33k 18.80
Pennantpark Floating Rate Capi (PFLT) 0.38 100.98k 4.86
Ryman Hospitality Pptys (RHP) 0.37 13.06k 35.84
Main Street Capital Corporation (MAIN) 0.37 22.71k 20.52
Apollo Commercial Real Est. Finance (ARI) 0.36 61.73k 7.42
Tapestry (TPR) 0.33 32.97k 12.95
Corenergy Infrastructure Tr (CORR) 0.33 23.07k 18.38
Knot Offshore Partners (KNOP) 0.32 39.49k 10.20
Hoegh Lng Partners (HMLP) 0.30 52.99k 7.32
Vermilion Energy (VET) 0.15 60.77k 3.11

Past Filings by Taylor Frigon Capital Management

View past SEC 13F filings by Taylor Frigon Capital Management

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