Taylor-Frigon-Capital-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "ALAB", "FPI", "MPWR", "PCOR", "INMD", "POOL", "AFG", "BROS", "MAIN", "ALL", "BOOT", "PRCT", "AXP", "ALKT", "ASML", "ARCC", "CCI", "NSSC", "NVEE", "NICE", "QUIK", "TTAN", "TSEM", "NVCR", "APYX", "HD", "QCOM", "HLI", "PI", null, "VUZI", "SYM", "MRVL", "EQIX", "FMC", "OMF", "FAST", "KLAC", "IRT", "HTGC", "PSTG", "MKC", "MDB", "TMDX", "SYK", "TXN", "TJX", "TW", "MBLY", "HR", "TOST", "TSCO", "GKOS", "GGG", "EW", "GDYN", "ARE", "AVY", "APH", "EPAM", "WSO", "TTC", "CGEN", "CLPT", "FVRR", "FHI", "GCMG", "KRNT", "IDXX", "RHP", "FDS", "WIX", "ONTO", "JKHY", "MNDY", "ROL", "SYY", "EXR", "STE", "BILL", "CAMT", "CVNA", "CBZ", "NET", "CCOI", "COST", "CRDO", "CYBR", "DXCM", "DLR" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-25
- Total Holdings
- 90
- Total Value
- 167989132
- Accession Number
- 0001632665-25-000004
- Form Type
- 13F-HR
- Manager Name
- Taylor-Frigon-Capital-Management
Data Enrichment
99% identified89 identified1 unidentified
Holdings
90 positions
Manager:
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10258P102
Shares:202.0K
Value:$2.0M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
114.7K | All Managers (Combined) | $2.2M | |||
monday.com Ltd.(MNDYcusipM7S64H106) | 9.0K | QoQ -3.00% (-278)YoY NEW(+9.0K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
60.1K | All Managers (Combined) | $2.1M | |||
161.6K | All Managers (Combined) | $2.1M | |||
31.5K | YoY NEW(+31.5K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) | |
5.0K | All Managers (Combined) | $2.1M | |||
34.3K | All Managers (Combined) | $2.1M | |||
2.2K | QoQ -1.99% (-45)YoY -9.97% (-245) | All Managers (Combined) | $2.1M | ||
Cloudflare, Inc.(NETcusip18915M107) | 18.3K | All Managers (Combined) | $2.1M | ||
7.7K | QoQ +0.19% (-15)YoY -9.54% (-814) | All Managers (Combined) | $2.1M | ||
16.7K | YoY NEW(+16.7K) | All Managers (Combined) | $2.0M | YoY NEW(+$2.0M) | |
Toast, Inc.(TOSTcusip888787108) | 60.7K | YoY NEW(+60.7K) | All Managers (Combined) | $2.0M | YoY NEW(+$2.0M) |
WATSCO INC(WSOcusip942622200) | 4.0K | All Managers (Combined) | $2.0M | ||
18.5K | All Managers (Combined) | $2.0M | |||
13.8K | QoQ -0.22% (-31) | All Managers (Combined) | $2.0M | ||
(cusip10258P102)✕ | 202.0K | All Managers (Combined) | $2.0M | ||
48.8K | QoQ NEW(+48.8K) YoY NEW(+48.8K) | All Managers (Combined) | $2.0M | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) | |
12.6K | All Managers (Combined) | $1.9M | |||
DEXCOM INC(DXCMcusip252131107) | 28.5K | QoQ -2.04% (-594)YoY NEW(+28.5K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) |
MongoDB, Inc.(MDBcusip60937P106) | 11.0K | All Managers (Combined) | $1.9M |