Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 12
- +1 vs. Q2 2025
- Portfolio value
- $150.9M
- +$9.97M (+7.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PIImpinj Inc | COM | 100,795 | $18.2M | 12.1% | −96,646−48.9% | Reduced | History |
| TWLOTwilio Inc | CL A | 176,177 | $17.6M | 11.7% | +32,568+22.7% | Added | History |
| TRIPTripAdvisor, Inc. | COM | 843,654 | $13.7M | 9.1% | −146,995−14.8% | Reduced | History |
| EVEREverQuote, Inc. | COM CL A | 587,440 | $13.4M | 8.9% | +55,556+10.4% | Added | History |
| SITMSITIME Corp | COM | 40,785 | $12.3M | 8.1% | −18,527−31.2% | Reduced | History |
| HLITHarmonic Inc. | COM | 1,204,593 | $12.3M | 8.1% | +7,953+0.7% | Added | History |
| FNFabrinet | SHS | 33,167 | $12.1M | 8.0% | −51,162−60.7% | Reduced | History |
| JAMFJamf Holding Corp. | COM | 1,109,255 | $11.9M | 7.9% | +208,019+23.1% | Added | History |
| ESTCElastic N.V. | ORD SHS | 129,548 | $10.9M | 7.3% | −23,580−15.4% | Reduced | History |
| ENPHEnphase Energy, Inc. | Stock | 301,379 | $10.7M | 7.1% | +301,379 | New | History |
| AMPLAmplitude, Inc. | Stock | 970,344 | $10.4M | 6.9% | +681,856+236.4% | Added | History |
| STUBStubHub Holdings, Inc. | CL A | 435,332 | $7.33M | 4.9% | +435,332 | New | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.