Position in QUIK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,810,697
+$460,567 QoQ
Shares Held
140,746
-43.8% QoQ
Ownership
0.768%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#13
of 97 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in QUIK 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. QUIK ranks #6 (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
|
19,735 | $2,826,644 | |
| 6 | QUIK |
QUICKLOGIC Corp
This page
|
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 QUIK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,810,697 | 140,746 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,350,130 | 250,547 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,522,633 | 253,350 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,556,747 | 256,889 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,616,969 | 262,495 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,410,620 | 276,051 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,278,017 | 290,090 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,432,417 | 317,134 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,553,535 | 342,015 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,493,689 | 342,713 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,121,378 | 513,808 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,102,586 | 593,324 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $5,998,074 | 652,674 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,913,218 | 658,791 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,434,748 | 668,239 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,513,154 | 697,551 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,063,509 | 597,112 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,984,645 | 724,481 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,681,693 | 720,488 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,450,885 | 643,822 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $4,607,397 | 637,261 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,501,342 | 650,483 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,477,034 | 653,571 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,087,161 | 671,113 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,059,448 | 668,652 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,152,614 | 405,850 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||