Institutional
Toronado Partners, LLC
CIK 0001749611
$53.0M
Reported AUM
11
Positions
Q1 2026
Period
2026-05-13
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PI | IMPINJ INC | $129.61 | -5.05% | 25.14% | 181.76% | $7.2M | 13.60% | +1,432 | +2.1% |
| 2 | FN | FABRINET SHS | $588.03 | -7.48% | 120.91% | 522.12% | $6.8M | 12.81% | −4,646 | −26.3% |
| 3 | WIX | WIX COM LTD | $44.54 | -2.29% | -71.79% | -85.08% | $6.7M | 12.73% | +19,624 | +35.5% |
| 4 | ESTC | ELASTIC NV | $60.11 | -3.52% | -26.70% | -59.40% | $6.1M | 11.56% | −19,000 | −13.4% |
| 5 | SITM | SITIME CORP | $684.86 | -7.76% | 199.98% | 404.91% | $5.6M | 10.58% | −13,860 | −46.0% |
| 6 | HLIT | HARMONIC | $14.80 | -1.79% | 66.67% | 67.23% | $5.1M | 9.57% | −443,625 | −44.0% |
| 7 | TWLO | TWILIO INC | $192.68 | -4.61% | 65.39% | -48.42% | $4.7M | 8.78% | −67,664 | −64.6% |
| 8 | EVER | EVERQUOTE INC | $20.49 | 1.24% | -15.19% | -32.11% | $4.6M | 8.64% | +6,475 | +2.2% |
| 9 | KRNT | KORNIT DIGITAL LTD | $15.97 | -0.31% | -12.35% | -87.92% | $3.5M | 6.59% | +238,437 | NEW |
| 10 | AMPL | AMPLITUDE INC | $6.65 | -2.78% | -42.72% | -91.05% | $2.2M | 4.10% | −456,750 | −58.9% |
| 11 | AMBQ | AMBIQ MICRO INC | $82.05 | -4.02% | 107.67% | 106.62% | $539K | 1.02% | +21,222 | NEW |
| 12 | TRIP | TRIPADVISOR INC | $12.81 | 1.99% | -1.23% | -66.25% | — | — | −576,715 | EXITED |
| 13 | STUB | STUBHUB HLDGS INC | $11.50 | 0.00% | -37.70% | -39.95% | — | — | −555,710 | EXITED |
Source: SEC EDGAR · accession 0001420506-26-000971. 13F discloses long positions only — shorts, foreign equities, and options are excluded.