Taylor Frigon Capital Management LLC
Position in ALAB — Astera Labs, Inc.
CIK 1632665
SCOTTSDALE, AZ
Position in ALAB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,417,403
+$3,810,129 QoQ
Shares Held
13,286
-44.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
3.00%
of 13F equity value
Holder Rank
#280
of 983 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALAB Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Taylor Frigon Capital Management LLC holds $32,323,323 across 9 Semiconductors names. ALAB ranks #1 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
This page
|
13,286 | $6,417,403 | |
| 2 | CRDO |
Credo Technology Group Holding Ltd
|
19,137 | $5,204,307 | |
| 3 | TSEM |
Tower Semiconductor Ltd
|
16,653 | $4,340,437 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
14,333 | $4,269,657 | |
| 5 | PI |
Impinj Inc
|
19,735 | $2,826,644 | |
| 6 | QUIK |
QUICKLOGIC Corp
|
140,746 | $2,810,697 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
1,846 | $2,551,836 | |
| 8 | TXN |
Texas Instruments Inc
|
6,660 | $1,985,146 |
All Filings in ALAB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,417,403 | 13,286 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,607,274 | 23,789 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,336,506 | 26,067 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,149,148 | 26,298 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,683,575 | 29,679 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,887,183 | 31,627 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||