Toronado Partners
Latest statistics and disclosures from Toronado Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TWLO, PI, ESTC, SITM, HLIT, and represent 55.55% of Toronado Partners's stock portfolio.
- Added to shares of these 3 stocks: WIX (+$5.7M), STUB, ESTC.
- Started 1 new stock position in WIX.
- Reduced shares in these 10 stocks: Jamf Hldg Corp (-$12M), , TWLO (-$10M), EVER (-$8.0M), FN (-$7.1M), PI (-$5.6M), TRIP, SITM, AMPL, HLIT.
- Sold out of its positions in ENPH, Jamf Hldg Corp.
- Toronado Partners was a net seller of stock by $-57M.
- Toronado Partners has $105M in assets under management (AUM), dropping by -30.62%.
- Central Index Key (CIK): 0001749611
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Portfolio Holdings for Toronado Partners
Toronado Partners holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 14.2 | $15M | -40% | 105k | 142.24 |
|
| Impinj (PI) | 11.4 | $12M | -31% | 69k | 174.01 |
|
| Elastic N V Ord Shs (ESTC) | 10.2 | $11M | +9% | 142k | 75.44 |
|
| Sitime Corp (SITM) | 10.2 | $11M | -26% | 30k | 353.19 |
|
| Harmonic (HLIT) | 9.5 | $10M | -16% | 1.0M | 9.89 |
|
| Amplitude Com Cl A (AMPL) | 8.6 | $9.0M | -20% | 776k | 11.58 |
|
| Tripadvisor (TRIP) | 8.0 | $8.4M | -31% | 577k | 14.56 |
|
| Fabrinet SHS (FN) | 7.7 | $8.0M | -46% | 18k | 455.28 |
|
| Everquote Com Cl A (EVER) | 7.5 | $7.8M | -50% | 291k | 27.00 |
|
| Stubhub Hldgs Cl A (STUB) | 7.2 | $7.5M | +27% | 556k | 13.53 |
|
| Wix SHS (WIX) | 5.5 | $5.7M | NEW | 55k | 103.89 |
|
Past Filings by Toronado Partners
SEC 13F filings are viewable for Toronado Partners going back to 2018
- Toronado Partners 2025 Q4 filed Feb. 12, 2026
- Toronado Partners 2025 Q3 filed Nov. 13, 2025
- Toronado Partners 2025 Q2 filed Aug. 13, 2025
- Toronado Partners 2025 Q1 filed May 14, 2025
- Toronado Partners 2024 Q4 filed Feb. 13, 2025
- Toronado Partners 2024 Q3 filed Nov. 13, 2024
- Toronado Partners 2024 Q2 filed Aug. 13, 2024
- Toronado Partners 2024 Q1 filed May 14, 2024
- Toronado Partners 2023 Q4 filed Feb. 13, 2024
- Toronado Partners 2023 Q3 filed Nov. 13, 2023
- Toronado Partners 2023 Q2 filed Aug. 11, 2023
- Toronado Partners 2022 Q4 restated filed May 12, 2023
- Toronado Partners 2023 Q1 filed May 12, 2023
- Toronado Partners 2022 Q4 filed Feb. 13, 2023
- Toronado Partners 2022 Q3 filed Nov. 10, 2022
- Toronado Partners 2022 Q2 filed Aug. 12, 2022