Toronado Partners as of March 31, 2026
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 | 70k | 102.70 | |
| Fabrinet (FN) | 12.8 | $6.8M | 13k | 521.52 | |
| Wix SHS (WIX) | 12.7 | $6.7M | 75k | 90.07 | |
| Elastic N V ord (ESTC) | 11.6 | $6.1M | 123k | 49.99 | |
| Sitime Corp (SITM) | 10.6 | $5.6M | 16k | 345.35 | |
| Harmonic (HLIT) | 9.6 | $5.1M | 565k | 8.98 | |
| Twilio Cl A (TWLO) | 8.8 | $4.7M | 37k | 125.82 | |
| Everquote Com Cl A (EVER) | 8.6 | $4.6M | 297k | 15.42 | |
| Kornit Digital SHS (KRNT) | 6.6 | $3.5M | 238k | 14.66 | |
| Amplitude Com Cl A (AMPL) | 4.1 | $2.2M | 319k | 6.82 | |
| Ambiq Micro Common Stock (AMBQ) | 1.0 | $539k | 21k | 25.41 |
