Toronado Partners, LLC
Toronado Partners, LLC reported 11 US-listed holdings worth $35.5 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Impinj Inc. (15.1%), Sitime Corp. (14.9%) and Everquote Inc. (11.0%). Against the quarter before, it opened 1 position, added to 1, trimmed 9 and sold out of 1.
The 11 largest of its 11 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +58.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- InterDigital, Inc. IDCC$3.2 million
Added to 1
- Amplitude Inc. AMPL+47,928 shares · +15%
Trimmed 9
- Harmonic Inc. HLIT-467,310 shares · -83%
- Sitime Corp. SITM-9,125 shares · -56%
- Twilio Inc. TWLO-25,000 shares · -68%
- Impinj Inc. PI-32,752 shares · -47%
- Elastic N.V. ESTC-76,041 shares · -62%
- Fabrinet FN-7,658 shares · -59%
- Everquote Inc. EVER-131,930 shares · -44%
- Kornit Digital Ltd KRNT-21,034 shares · -9%
and 1 more in the table below
Sold out of 1
- Wix.com Ltd. WIX$6.7 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Impinj Inc. PI | 37.5K | $5.4 million | 15.09% | -32.8K |
| Sitime Corp. SITM | 7.1K | $5.3 million | 14.93% | -9.1K |
| Everquote Inc. EVER | 165.1K | $3.9 million | 11.05% | -131.9K |
| Kornit Digital Ltd KRNT | 217.4K | $3.5 million | 9.94% | -21.0K |
| InterDigital, Inc. IDCC | 11.2K | $3.2 million | 8.92% | new |
| Fabrinet FN | 5.4K | $3.0 million | 8.48% | -7.7K |
| Amplitude Inc. AMPL | 366.8K | $2.8 million | 7.89% | +47.9K |
| Elastic N.V. ESTC | 46.5K | $2.7 million | 7.46% | -76.0K |
| Twilio Inc. TWLO | 12.0K | $2.5 million | 6.97% | -25.0K |
| Ambiq Micro Inc. AMBQ | 19.2K | $1.7 million | 4.78% | -2.0K |
| Harmonic Inc. HLIT | 97.8K | $1.6 million | 4.49% | -467.3K |