Toronado Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$53.0M
Q ending 2026-03-31
Prior quarter
$104.7M
Q ending 2025-12-31
Change
-49.4% QoQ · -62.9% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Impinj Inc | PI | Shares | $7.2M | 70K |
| Fabrinet Shs | Shares | $6.8M | 13K | |
| Wix Com Ltd | Shares | $6.7M | 75K | |
| Elastic Nv | Shares | $6.1M | 123K | |
| Sitime Corp | SITM | Shares | $5.6M | 16K |
| Harmonic | HLIT | Shares | $5.1M | 565K |
| Twilio Inc | TWLO | Shares | $4.7M | 37K |
| Everquote Inc | EVER | Shares | $4.6M | 297K |
| Kornit Digital Ltd | Shares | $3.5M | 238K | |
| Amplitude Inc | AMPL | Shares | $2.2M | 319K |
| Ambiq Micro Inc | AMBQ | Shares | $539K | 21K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.