Toronado Partners
Latest statistics and disclosures from Toronado Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PI, SITM, EVER, KRNT, IDCC, and represent 59.93% of Toronado Partners's stock portfolio.
- Added to shares of these 2 stocks: IDCC, AMPL.
- Started 1 new stock position in IDCC.
- Reduced shares in these 10 stocks: HLIT (-$7.6M), SITM (-$6.8M), WIX (-$6.7M), TWLO (-$5.2M), PI, ESTC, FN, EVER, KRNT, AMBQ.
- Sold out of its position in WIX.
- Toronado Partners was a net seller of stock by $-40M.
- Toronado Partners has $36M in assets under management (AUM), dropping by -32.94%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Impinj (PI) | 15.1 | $5.4M | -46% | 38k | 143.23 |
|
| Sitime Corp (SITM) | 14.9 | $5.3M | -56% | 7.1k | 745.56 |
|
| Everquote Com Cl A (EVER) | 11.0 | $3.9M | -44% | 165k | 23.79 |
|
| Kornit Digital SHS (KRNT) | 9.9 | $3.5M | -8% | 217k | 16.25 |
|
| InterDigital (IDCC) | 8.9 | $3.2M | NEW | 11k | 283.13 |
|
| Fabrinet (FN) | 8.5 | $3.0M | -58% | 5.4k | 562.08 |
|
| Amplitude Com Cl A (AMPL) | 7.9 | $2.8M | +15% | 367k | 7.65 |
|
| Elastic N V ord (ESTC) | 7.5 | $2.7M | -62% | 47k | 57.02 |
|
| Twilio Cl A (TWLO) | 7.0 | $2.5M | -67% | 12k | 206.33 |
|
| Ambiq Micro Common Stock (AMBQ) | 4.8 | $1.7M | -9% | 19k | 88.30 |
|
| Harmonic (HLIT) | 4.5 | $1.6M | -82% | 98k | 16.33 |
|
Past Filings by Toronado Partners
SEC 13F filings are viewable for Toronado Partners going back to 2018
- Toronado Partners 2026 Q2 filed Aug. 13, 2026
- Toronado Partners 2026 Q1 filed May 13, 2026
- 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