Taylor Frigon Capital Management LLC Purchases in Q2 2025

Taylor Frigon Capital Management LLC

  • $183 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GTLB
Gitlab Inc.

Technology
47.4K
New
$40.52 - $53.43 $1.92M - $2.53M
47.4K $2.14M
CAMT
Camtek LTD

Technology
5.01K
+ 18.19%
$50.56 - $84.56 $253K - $423K
32.5K $2.75M
PSTG
Pure Storage, Inc.

Technology
9.71K
+ 23.22%
$37.18 - $57.58 $361K - $559K
51.5K $2.97M
GKOS
Glaukos Corp

Healthcare
8.82K
+ 39.4%
$82.27 - $103.29 $726K - $911K
31.2K $3.22M
ALKT
Alkami Technology, Inc.

Technology
23.4K
+ 32.9%
$22.54 - $31.19 $527K - $730K
94.5K $2.85M
CCI
Crown Castle International Corp

Real Estate
8.45K
+ 58.09%
$94.83 - $107.06 $801K - $904K
23K $2.36M
MRVL
Marvell Technology, Inc.

Technology
4.75K
+ 16.45%
$49.38 - $79.97 $234K - $380K
33.6K $2.6M
KLAC
Kla Corp

Technology
317
+ 12.88%
$576.53 - $902.94 $183K - $286K
2.78K $2.49M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
13.8K
+ 74.4%
$67.83 - $92.33 $935K - $1.27M
32.3K $2.35M
HTGC
Hercules Capital, Inc.

Financial Services
36.9K
+ 32.16%
$16.24 - $19.1 $599K - $704K
152K $2.77M
MAIN
Main Street Capital Corp

Financial Services
5.77K
+ 12.77%
$49.15 - $59.32 $284K - $342K
51K $3.01M
BROS
Dutch Bros Inc.

Consumer Cyclical
3.75K
+ 12.73%
$51.37 - $73.72 $193K - $277K
33.2K $2.27M
BILL
Bill.Com Holdings, Inc.

Technology
8.13K
+ 21.81%
$37.81 - $48.03 $307K - $391K
45.4K $2.1M
NICE
Nice Ltd.

Technology
939
+ 7.45%
$141.3 - $178.32 $133K - $167K
13.5K $2.29M
ONTO
Onto Innovation Inc.

Technology
6.71K
+ 40.18%
$88.5 - $133.37 $594K - $895K
23.4K $2.36M
EW
Edwards Lifesciences Corp

Healthcare
83
+ 0.31%
$67.07 - $78.22 $5.57K - $6.49K
26.6K $2.08M
FAST
Fastenal CO

Industrials
14.8K
+ 97.1%
$40.65 - $83.16 $601K - $1.23M
30K $1.26M
EPAM
Epam Systems, Inc.

Technology
325
+ 2.86%
N/A
11.7K $2.17M
GDYN
Grid Dynamics Holdings, Inc.

Technology
53.5K
+ 37.63%
$11.48 - $15.63 $614K - $836K
196K $2.26M
INMD
In Mode Ltd.

Healthcare
5.56K
+ 6.05%
$13.28 - $18.1 $73.9K - $101K
97.5K $1.41M
Activity Summary
Buys All Purchases 21 New Holdings 1 Increased Positions 20 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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