Toronado Partners as of June 30, 2026
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 | 38k | 143.23 | |
| Sitime Corp (SITM) | 14.9 | $5.3M | 7.1k | 745.56 | |
| Everquote Com Cl A (EVER) | 11.0 | $3.9M | 165k | 23.79 | |
| Kornit Digital SHS (KRNT) | 9.9 | $3.5M | 217k | 16.25 | |
| InterDigital (IDCC) | 8.9 | $3.2M | 11k | 283.13 | |
| Fabrinet (FN) | 8.5 | $3.0M | 5.4k | 562.08 | |
| Amplitude Com Cl A (AMPL) | 7.9 | $2.8M | 367k | 7.65 | |
| Elastic N V ord (ESTC) | 7.5 | $2.7M | 47k | 57.02 | |
| Twilio Cl A (TWLO) | 7.0 | $2.5M | 12k | 206.33 | |
| Ambiq Micro Common Stock (AMBQ) | 4.8 | $1.7M | 19k | 88.30 | |
| Harmonic (HLIT) | 4.5 | $1.6M | 98k | 16.33 |
