Toronado Partners, LLC — 13F Holdings & Portfolio
CIK 1749611 · latest 13F-HR filed 2026-05-13
Toronado Partners, LLC manages $53.0M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PI (13.60%), FN (12.81%), WIX (12.73%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 1, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$53.0M
Long-equity book
11
Distinct positions
2026-03-31
Filed 2026-05-13
+2 / −2 / ↑1 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- TWILIO INC-$10.2M -68.7%
- AMPLITUDE INC-$6.8M -75.8%
- SITIME CORP-$5.0M -47.2%
- HARMONIC-$4.9M -49.1%
- IMPINJ INC-$4.8M -39.8%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | IMPINJ INC | PI | 453204109 | $7.2M | 13.60% | 70,207 | SH |
| 2 | FABRINET SHS | FN | G3323L100 | $6.8M | 12.81% | 13,021 | SH |
| 3 | WIX COM LTD | WIX | M98068105 | $6.7M | 12.73% | 74,924 | SH |
| 4 | ELASTIC NV | ESTC | N14506104 | $6.1M | 11.56% | 122,548 | SH |
| 5 | SITIME CORP | SITM | 82982T106 | $5.6M | 10.58% | 16,242 | SH |
| 6 | HARMONIC | HLIT | 413160102 | $5.1M | 9.57% | 565,065 | SH |
| 7 | TWILIO INC | TWLO | 90138F102 | $4.7M | 8.78% | 36,999 | SH |
| 8 | EVERQUOTE INC | EVER | 30041R108 | $4.6M | 8.64% | 297,024 | SH |
| 9 | KORNIT DIGITAL LTD | KRNT | M6372Q113 | $3.5M | 6.59% | 238,437 | SH |
| 10 | AMPLITUDE INC | AMPL | 03213A104 | $2.2M | 4.10% | 318,823 | SH |
| 11 | AMBIQ MICRO INC | AMBQ | 023193105 | $539.3K | 1.02% | 21,222 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $53.0M | 11 | 0001420506-26-000971 |
| 2025-12-31 | 2026-02-12 | $104.7M | 11 | 0001420506-26-000319 |
| 2025-09-30 | 2025-11-13 | $150.9M | 12 | 0001420506-25-003183 |