Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 11
- 0 vs. Q1 2026
- Portfolio value
- $35.5M
- −$17.5M (−32.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PIImpinj Inc | COM | 37,455 | $5.36M | 15.1% | −32,752−46.7% | Reduced | History |
| SITMSITIME Corp | COM | 7,117 | $5.31M | 14.9% | −9,125−56.2% | Reduced | History |
| EVEREverQuote, Inc. | COM CL A | 165,094 | $3.93M | 11.0% | −131,930−44.4% | Reduced | History |
| KRNTKornit Digital Ltd. | SHS | 217,403 | $3.53M | 9.9% | −21,034−8.8% | Reduced | History |
| IDCCInterDigital, Inc. | COM | 11,200 | $3.17M | 8.9% | +11,200 | New | History |
| FNFabrinet | SHS | 5,363 | $3.01M | 8.5% | −7,658−58.8% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 366,751 | $2.81M | 7.9% | +47,928+15.0% | Added | History |
| ESTCElastic N.V. | ORD SHS | 46,507 | $2.65M | 7.5% | −76,041−62.0% | Reduced | History |
| TWLOTwilio Inc | CL A | 11,999 | $2.48M | 7.0% | −25,000−67.6% | Reduced | History |
| AMBQAmbiq Micro, Inc. | COMMON STOCK | 19,225 | $1.70M | 4.8% | −1,997−9.4% | Reduced | History |
| HLITHarmonic Inc. | COM | 97,755 | $1.60M | 4.5% | −467,310−82.7% | Reduced | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.