Toronado Partners
Latest statistics and disclosures from Toronado Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PI, TWLO, TRIP, EVER, SITM, and represent 49.91% of Toronado Partners's stock portfolio.
- Added to shares of these 7 stocks: ENPH (+$11M), Stubhub Hldgs (+$7.3M), AMPL (+$7.3M), TWLO, JAMF, EVER, HLIT.
- Started 2 new stock positions in ENPH, Stubhub Hldgs.
- Reduced shares in these 6 stocks: FN (-$19M), PI (-$18M), SITM (-$5.6M), TRIP, ESTC, RSKD.
- Sold out of its position in RSKD.
- Toronado Partners was a net seller of stock by $-15M.
- Toronado Partners has $151M in assets under management (AUM), dropping by 7.08%.
- Central Index Key (CIK): 0001749611
Tip: Access up to 7 years of quarterly data
Positions held by Toronado Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Toronado Partners
Toronado Partners holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Impinj (PI) | 12.1 | $18M | -48% | 101k | 180.75 |
|
| Twilio Cl A (TWLO) | 11.7 | $18M | +22% | 176k | 100.09 |
|
| Tripadvisor (TRIP) | 9.1 | $14M | -14% | 844k | 16.26 |
|
| Everquote Com Cl A (EVER) | 8.9 | $13M | +10% | 587k | 22.87 |
|
| Sitime Corp (SITM) | 8.1 | $12M | -31% | 41k | 301.31 |
|
| Harmonic (HLIT) | 8.1 | $12M | 1.2M | 10.18 |
|
|
| Fabrinet SHS (FN) | 8.0 | $12M | -60% | 33k | 364.62 |
|
| Jamf Hldg Corp (JAMF) | 7.9 | $12M | +23% | 1.1M | 10.70 |
|
| Elastic N V Ord Shs (ESTC) | 7.3 | $11M | -15% | 130k | 84.49 |
|
| 4068594 Enphase Energy (ENPH) | 7.1 | $11M | NEW | 301k | 35.39 |
|
| Amplitude Com Cl A (AMPL) | 6.9 | $10M | +236% | 970k | 10.72 |
|
| Stubhub Hldgs Cl A | 4.9 | $7.3M | NEW | 435k | 16.84 |
|
Past Filings by Toronado Partners
SEC 13F filings are viewable for Toronado Partners going back to 2018
- 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
- Toronado Partners 2022 Q1 filed May 13, 2022