Taylor Frigon Capital Management LLC Buys Procore Technologies Inc, Velo3D Inc, ASML Holding ...

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San Luis Obispo, CA, based Investment company Taylor Frigon Capital Management LLC (Current Portfolio) buys Procore Technologies Inc, Velo3D Inc, ASML Holding NV, Alteryx Inc, The Real Good Food Company Inc, sells , during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Taylor Frigon Capital Management LLC. As of 2021Q4, Taylor Frigon Capital Management LLC owns 89 stocks with a total value of $319 million. These are the details of the buys and sells.

  • New Purchases: PCOR, VLD, ASML, RGF,

  • Added Positions: AYX, QUIK, JKHY, NVCR, FPI, ABBV, PBA, MAIN, HTGC, WSO, TRP, TSCO, SYK, QCOM, PG, MKC, ARE, HD, HR, FLO, FHI, FAST, EQIX, DPZ, DLR, CCI, CMCSA, CCOI, BMY, ARCC, AXP,

  • Reduced Positions: CDXS, APYX, ZUO, SPLK, NSSC, INMD, PI, BOOT, GDYN, MPWR, EPAM,

  • Sold Out: ZIXI, COR,


For the details of Taylor Frigon Capital Management LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/taylor+frigon+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Taylor Frigon Capital Management LLC

  1. Grid Dynamics Holdings Inc (GDYN) - 371,229 shares, 4.42% of the total portfolio. Shares reduced by 2.27%

  2. Impinj Inc (PI) - 126,249 shares, 3.51% of the total portfolio. Shares reduced by 4.24%

  3. Kornit Digital Ltd (KRNT) - 59,576 shares, 2.84% of the total portfolio. Shares added by 0.06%

  4. Tower Semiconductor Ltd (TSEM) - 219,894 shares, 2.73% of the total portfolio. Shares reduced by 0.56%

  5. NV5 Global Inc (NVEE) - 61,595 shares, 2.67% of the total portfolio. Shares reduced by 0.92%

New Purchase: Procore Technologies Inc (PCOR)

Taylor Frigon Capital Management LLC initiated holding in Procore Technologies Inc. The purchase prices were between $75.67 and $104.86, with an estimated average price of $87.4. The stock is now traded at around $65.000000. The impact to a portfolio due to this purchase was 1.58%. The holding were 63,077 shares as of 2021-12-31.

New Purchase: Velo3D Inc (VLD)

Taylor Frigon Capital Management LLC initiated holding in Velo3D Inc. The purchase prices were between $7.26 and $12.75, with an estimated average price of $9.47. The stock is now traded at around $5.460000. The impact to a portfolio due to this purchase was 0.62%. The holding were 252,003 shares as of 2021-12-31.

New Purchase: ASML Holding NV (ASML)

Taylor Frigon Capital Management LLC initiated holding in ASML Holding NV. The purchase prices were between $712.94 and $879.12, with an estimated average price of $795.43. The stock is now traded at around $706.460000. The impact to a portfolio due to this purchase was 0.45%. The holding were 1,812 shares as of 2021-12-31.

New Purchase: The Real Good Food Company Inc (RGF)

Taylor Frigon Capital Management LLC initiated holding in The Real Good Food Company Inc. The purchase prices were between $4.9 and $11.59, with an estimated average price of $7.86. The stock is now traded at around $6.930000. The impact to a portfolio due to this purchase was 0.39%. The holding were 202,973 shares as of 2021-12-31.

Added: Alteryx Inc (AYX)

Taylor Frigon Capital Management LLC added to a holding in Alteryx Inc by 43.16%. The purchase prices were between $60.38 and $80.51, with an estimated average price of $68.82. The stock is now traded at around $55.720000. The impact to a portfolio due to this purchase was 0.41%. The holding were 71,797 shares as of 2021-12-31.

Sold Out: (ZIXI)

Taylor Frigon Capital Management LLC sold out a holding in . The sale prices were between $7.17 and $8.74, with an estimated average price of $8.28.

Sold Out: (COR)

Taylor Frigon Capital Management LLC sold out a holding in . The sale prices were between $138.34 and $172.51, with an estimated average price of $159.11.



Here is the complete portfolio of Taylor Frigon Capital Management LLC. Also check out:

1. Taylor Frigon Capital Management LLC's Undervalued Stocks

2. Taylor Frigon Capital Management LLC's Top Growth Companies, and

3. Taylor Frigon Capital Management LLC's High Yield stocks

4. Stocks that Taylor Frigon Capital Management LLC keeps buyingThis article first appeared on GuruFocus.

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