Q1 2026 · 13F-HR
Toronado Partners, LLCholdings as filed
Filed 2026-05-13 · accession 0001420506-26-000971
$53.0M
Reported value
11
Positions
2026-03-31
Period end
The Brief · Toronado Partners, LLC · Q1 2026
AI · grounded in 13F
Toronado Partners, LLC closed its positions in TRIP and STUB, reducing exposure by $8.4M and $7.5M respectively. The fund established a new position in KRNT worth $3.5M and added AMBQ to the portfolio. Additionally, the fund increased its stake in WIX by 35.5% while trimming holdings in TWLO and AMPL.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 453204109 | PI | IMPINJ INC | $7.2M | 13.6% | 70,207 | Common | SOLE |
| G3323L100 | FN | FABRINET SHS | $6.8M | 12.8% | 13,021 | Common | SOLE |
| M98068105 | WIX | WIX COM LTD | $6.7M | 12.7% | 74,924 | Common | SOLE |
| N14506104 | ESTC | ELASTIC NV | $6.1M | 11.6% | 122,548 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $5.6M | 10.6% | 16,242 | Common | SOLE |
| 413160102 | HLIT | HARMONIC | $5.1M | 9.57% | 565,065 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $4.7M | 8.78% | 36,999 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $4.6M | 8.64% | 297,024 | Common | SOLE |
| M6372Q113 | KRNT | KORNIT DIGITAL LTD | $3.5M | 6.59% | 238,437 | Common | SOLE |
| 03213A104 | AMPL | AMPLITUDE INC | $2.2M | 4.10% | 318,823 | Common | SOLE |
| 023193105 | AMBQ | AMBIQ MICRO INC | $539,251 | 1.02% | 21,222 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.