Toronado Partners, LLC — 13F Holdings & Portfolio
CIK 1749611 · latest 13F-HR filed 2026-08-13
Toronado Partners, LLC manages $35.5M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PI (15.09%), SITM (14.93%), EVER (11.05%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 2, and trimmed 7.
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.
SUITE 1500
SAN FRANCISCO, CA 94111
$35.5M
Long-equity book
11
Distinct positions
2026-06-30
Filed 2026-08-13
+1 / −1 / ↑2 / ↓7
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- FABRINET SHS-$3.8M -55.6%
- HARMONIC-$3.5M -68.5%
- ELASTIC NV-$3.5M -56.7%
- TWILIO INC-$2.2M -46.8%
- IMPINJ INC-$1.8M -25.6%
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 | $5.4M | 15.09% | 37,455 | SH |
| 2 | SITIME CORP | SITM | 82982T106 | $5.3M | 14.93% | 7,117 | SH |
| 3 | EVERQUOTE INC | EVER | 30041R108 | $3.9M | 11.05% | 165,094 | SH |
| 4 | KORNIT DIGITAL LTD | KRNT | M6372Q113 | $3.5M | 9.94% | 217,403 | SH |
| 5 | INTERDIGITAL INC | IDCC | 45867G101 | $3.2M | 8.92% | 11,200 | SH |
| 6 | FABRINET SHS | FN | G3323L100 | $3.0M | 8.48% | 5,363 | SH |
| 7 | AMPLITUDE INC | AMPL | 03213A104 | $2.8M | 7.89% | 366,751 | SH |
| 8 | ELASTIC NV | ESTC | N14506104 | $2.7M | 7.46% | 46,507 | SH |
| 9 | TWILIO INC | TWLO | 90138F102 | $2.5M | 6.97% | 11,999 | SH |
| 10 | AMBIQ MICRO INC | AMBQ | 023193105 | $1.7M | 4.78% | 19,225 | SH |
| 11 | HARMONIC | HLIT | 413160102 | $1.6M | 4.49% | 97,755 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $35.5M | 11 | 0001420506-26-001575 |
| 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 |