Toronado Partners
SAN FRANCISCO, CAfiles as Toronado Partners, LLC
$36m in 11 US stocks at the end of 30 June 2026. The top 10 are 95.5% of the money. It changed about 28.1% of the portfolio this quarter.
Value
$36m
Stocks
11
Top 10 share
95.5%
Turnover
28.1%
What changed this quarter
New
Bought for the first time this quarter.
- InterDigitalIDCC8.9% of the fund
Added
Bought more of a stock they already held.
- AmplitudeAMPL7.9% of the fund+15%
Cut
Sold some of their stake.
- ImpinjPI15.1% of the fund-47%
- SitimeSITM14.9% of the fund-56%
- EverQuoteEVER11.0% of the fund-44%
- Kornit DigitalKRNT9.9% of the fund-9%
- FabrinetFN8.5% of the fund-59%
- ElasticESTC7.5% of the fund-62%
- TwilioTWLO7.0% of the fund-68%
- Ambiq MicroAMBQ4.8% of the fund-9%
- HarmonicHLIT4.5% of the fund-83%
Sold out
Sold their entire stake.
- Wix.comWIX-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| ImpinjPI | 15.1% | $5m | 37,455 | -47% |
| SitimeSITM | 14.9% | $5m | 7,117 | -56% |
| EverQuoteEVER | 11.0% | $4m | 165,094 | -44% |
| Kornit DigitalKRNT | 9.9% | $4m | 217,403 | -9% |
| InterDigitalIDCC | 8.9% | $3m | 11,200 | New |
| FabrinetFN | 8.5% | $3m | 5,363 | -59% |
| AmplitudeAMPL | 7.9% | $3m | 366,751 | +15% |
| ElasticESTC | 7.5% | $3m | 46,507 | -62% |
| TwilioTWLO | 7.0% | $2m | 11,999 | -68% |
| Ambiq MicroAMBQ | 4.8% | $2m | 19,225 | -9% |
| HarmonicHLIT | 4.5% | $2m | 97,755 | -83% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 74.8% since 30 June 2025.
Where the money is
Technology90.1%
Industrials9.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.