Toronado Partners, LLC 13F Holdings · Q2 2026
Toronado Partners, LLC reported 11 securities worth $35.54M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PI (15.09%), SITM (14.93%), EVER (11.05%). Among its top 25 positions this quarter: 1 new, 1 added, 9 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PI | IMPINJ INC | $5.4M | 15.09% | 37,455 | Trimmed |
| 2 | SITM | SITIME CORP | $5.3M | 14.93% | 7,117 | Trimmed |
| 3 | EVER | EVERQUOTE INC | $3.9M | 11.05% | 165,094 | Trimmed |
| 4 | KRNT | KORNIT DIGITAL LTD | $3.5M | 9.94% | 217,403 | Trimmed |
| 5 | IDCC | INTERDIGITAL INC | $3.2M | 8.92% | 11,200 | New |
| 6 | FN | FABRINET SHS | $3.0M | 8.48% | 5,363 | Trimmed |
| 7 | AMPL | AMPLITUDE INC | $2.8M | 7.89% | 366,751 | Added |
| 8 | ESTC | ELASTIC NV | $2.7M | 7.46% | 46,507 | Trimmed |
| 9 | TWLO | TWILIO INC | $2.5M | 6.97% | 11,999 | Trimmed |
| 10 | AMBQ | AMBIQ MICRO INC | $1.7M | 4.78% | 19,225 | Trimmed |
| 11 | HLIT | HARMONIC | $1.6M | 4.49% | 97,755 | Trimmed |
| 12 | WIX | WIX COM LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR