Toronado Partners, LLC
- SEC CIK
- 0001749611
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC
- Positions
- 11
- 0 vs. Q1 2026
- Total value
- $35.54M
- −$17.46M (−32.9%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| PIIMPINJ INC | COM | 37,455 | $5.36M | 15.09% | −32,752−46.7% | Reduced | View |
| SITMSITIME CORP | COM | 7,117 | $5.31M | 14.93% | −9,125−56.2% | Reduced | View |
| EVEREVERQUOTE INC | COM CL A | 165,094 | $3.93M | 11.05% | −131,930−44.4% | Reduced | View |
| KRNTKORNIT DIGITAL LTD | SHS | 217,403 | $3.53M | 9.94% | −21,034−8.8% | Reduced | View |
| IDCCINTERDIGITAL INC | COM | 11,200 | $3.17M | 8.92% | +11,200 | New | View |
| FNFABRINET | SHS | 5,363 | $3.01M | 8.48% | −7,658−58.8% | Reduced | View |
| AMPLAMPLITUDE INC COM CL A | Stock | 366,751 | $2.81M | 7.89% | +47,928+15.0% | Added | View |
| ESTCELASTIC N V | ORD SHS | 46,507 | $2.65M | 7.46% | −76,041−62.0% | Reduced | View |
| TWLOTWILIO INC | CL A | 11,999 | $2.48M | 6.97% | −25,000−67.6% | Reduced | View |
| AMBQAMBIQ MICRO INC | COMMON STOCK | 19,225 | $1.7M | 4.78% | −1,997−9.4% | Reduced | View |
| HLITHARMONIC INC | COM | 97,755 | $1.6M | 4.49% | −467,310−82.7% | Reduced | View |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| WIXWIX COM LTD | SHS | 74,924 | $6.75M | 12.73% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 13, 2026 | 11 | $35.54M | vs. Q1 2026 | SEC |
| Q1 2026 | May 13, 2026 | 11 | $53M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 12, 2026 | 11 | $104.67M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 13, 2025 | 12 | $150.86M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 13, 2025 | 11 | $140.89M | vs. Q1 2025 | SEC |
| Q1 2025 | May 14, 2025 | 11 | $142.93M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 13, 2025 | 11 | $158.25M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 13, 2024 | 11 | $167.33M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 13, 2024 | 10 | $156.06M | vs. Q1 2024 | SEC |
| Q1 2024 | May 14, 2024 | 11 | $180.57M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 13, 2024 | 11 | $190.19M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 13, 2023 | 11 | $176.4M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 11, 2023 | 12 | $230.66M | vs. Q1 2023 | SEC |
| Q1 2023 | May 12, 2023 | 10 | $273.38M | vs. Q4 2022 | SEC |
| Q4 2022 | May 12, 2023Amended | 10 | $260.98M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 10, 2022 | 11 | $283.62M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 12, 2022 | 10 | $306.94M | vs. Q1 2022 | SEC |
| Q1 2022 | May 13, 2022 | 11 | $339.79M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 11, 2022 | 10 | $314.16M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 12, 2021 | 10 | $284.46M | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 13, 2021 | 10 | $343.06M | vs. Q1 2021 | SEC |
| Q1 2021 | May 14, 2021 | 10 | $308.02M | – | SEC |