Toronado Partners
Latest statistics and disclosures from Toronado Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PI, FN, WIX, ESTC, SITM, and represent 61.29% of Toronado Partners's stock portfolio.
- Added to shares of these 5 stocks: KRNT, WIX, AMBQ, PI, EVER.
- Started 2 new stock positions in AMBQ, KRNT.
- Reduced shares in these 8 stocks: TWLO (-$8.5M), TRIP (-$8.4M), STUB (-$7.5M), SITM, HLIT, AMPL, FN, ESTC.
- Sold out of its positions in STUB, TRIP.
- Toronado Partners was a net seller of stock by $-34M.
- Toronado Partners has $53M in assets under management (AUM), dropping by -49.36%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Impinj (PI) | 13.6 | $7.2M | +2% | 70k | 102.70 |
|
| Fabrinet (FN) | 12.8 | $6.8M | -26% | 13k | 521.52 |
|
| Wix SHS (WIX) | 12.7 | $6.7M | +35% | 75k | 90.07 |
|
| Elastic N V ord (ESTC) | 11.6 | $6.1M | -13% | 123k | 49.99 |
|
| Sitime Corp (SITM) | 10.6 | $5.6M | -46% | 16k | 345.35 |
|
| Harmonic (HLIT) | 9.6 | $5.1M | -43% | 565k | 8.98 |
|
| Twilio Cl A (TWLO) | 8.8 | $4.7M | -64% | 37k | 125.82 |
|
| Everquote Com Cl A (EVER) | 8.6 | $4.6M | +2% | 297k | 15.42 |
|
| Kornit Digital SHS (KRNT) | 6.6 | $3.5M | NEW | 238k | 14.66 |
|
| Amplitude Com Cl A (AMPL) | 4.1 | $2.2M | -58% | 319k | 6.82 |
|
| Ambiq Micro Common Stock (AMBQ) | 1.0 | $539k | NEW | 21k | 25.41 |
|
Past Filings by Toronado Partners
SEC 13F filings are viewable for Toronado Partners going back to 2018
- 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
- Toronado Partners 2022 Q3 filed Nov. 10, 2022