Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 12, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 11
- −1 vs. Q3 2025
- Portfolio value
- $104.7M
- −$46.2M (−30.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TWLOTwilio Inc | CL A | 104,663 | $14.9M | 14.2% | −71,514−40.6% | Reduced | History |
| PIImpinj Inc | COM | 68,775 | $12.0M | 11.4% | −32,020−31.8% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 141,548 | $10.7M | 10.2% | +12,000+9.3% | Added | History |
| SITMSITIME Corp | COM | 30,102 | $10.6M | 10.2% | −10,683−26.2% | Reduced | History |
| HLITHarmonic Inc. | COM | 1,008,690 | $9.98M | 9.5% | −195,903−16.3% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 775,573 | $8.98M | 8.6% | −194,771−20.1% | Reduced | History |
| TRIPTripAdvisor, Inc. | COM | 576,715 | $8.40M | 8.0% | −266,939−31.6% | Reduced | History |
| FNFabrinet | SHS | 17,667 | $8.04M | 7.7% | −15,500−46.7% | Reduced | History |
| EVEREverQuote, Inc. | COM CL A | 290,549 | $7.84M | 7.5% | −296,891−50.5% | Reduced | History |
| STUBStubHub Holdings, Inc. | CL A | 555,710 | $7.52M | 7.2% | +120,378+27.7% | Added | History |
| WIXWix.com Ltd. | SHS | 55,300 | $5.75M | 5.5% | +55,300 | New | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.