§ 13F · FUND PROFILE
Toronado Partners, LLC.
AUM · $36M (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PI | IMPINJ INC | 37K | $5M | 15.1% | −47% |
| 2 | SITM | SITIME CORP | 7K | $5M | 14.9% | −56% |
| 3 | EVER | EVERQUOTE INC | 165K | $4M | 11.1% | −44% |
| 4 | KRNT | KORNIT DIGITAL LTD | 217K | $4M | 9.9% | −9% |
| 5 | IDCC | INTERDIGITAL INC | 11K | $3M | 8.9% | NEW |
| 6 | FN | FABRINET SHS | 5K | $3M | 8.5% | −59% |
| 7 | AMPL | AMPLITUDE INC | 367K | $3M | 7.9% | +15% |
| 8 | ESTC | ELASTIC NV | 47K | $3M | 7.5% | −62% |
| 9 | TWLO | TWILIO INC | 12K | $2M | 7.0% | −68% |
| 10 | AMBQ | AMBIQ MICRO INC | 19K | $2M | 4.8% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TORONADO SIGNAL
AC read
Toronado Partners, LLC is a Other fund managing $36 million in assets. The fund runs a focused portfolio of just 11 positions.
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