Toronado Partners as of Dec. 31, 2025
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 | 105k | 142.24 | |
| Impinj (PI) | 11.4 | $12M | 69k | 174.01 | |
| Elastic N V Ord Shs (ESTC) | 10.2 | $11M | 142k | 75.44 | |
| Sitime Corp (SITM) | 10.2 | $11M | 30k | 353.19 | |
| Harmonic (HLIT) | 9.5 | $10M | 1.0M | 9.89 | |
| Amplitude Com Cl A (AMPL) | 8.6 | $9.0M | 776k | 11.58 | |
| Tripadvisor (TRIP) | 8.0 | $8.4M | 577k | 14.56 | |
| Fabrinet SHS (FN) | 7.7 | $8.0M | 18k | 455.28 | |
| Everquote Com Cl A (EVER) | 7.5 | $7.8M | 291k | 27.00 | |
| Stubhub Hldgs Cl A (STUB) | 7.2 | $7.5M | 556k | 13.53 | |
| Wix SHS (WIX) | 5.5 | $5.7M | 55k | 103.89 |
