Position in PI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,826,644
+$800,065 QoQ
Shares Held
19,735
+0.0% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#97
of 315 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PI 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. PI ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALAB |
Astera Labs, Inc.
|
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
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|
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 PI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,826,644 | 19,735 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,026,579 | 19,733 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,988,621 | 17,175 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,247,535 | 17,967 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,630,137 | 23,680 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,293,168 | 25,283 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,725,803 | 18,765 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,601,483 | 21,252 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,812,176 | 24,317 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,491,910 | 34,981 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,110,102 | 56,760 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,196,912 | 58,094 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,663,547 | 40,865 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,942,547 | 29,092 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,250,486 | 38,931 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,071,770 | 88,364 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,405,971 | 92,142 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,085,543 | 95,775 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,198,286 | 126,249 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $7,531,619 | 131,833 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $6,809,002 | 131,983 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $7,847,775 | 137,995 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,969,154 | 142,564 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,904,622 | 148,183 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,599,458 | 94,629 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,122,728 | 67,189 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||