§ 13F · FUND PROFILE
Toronado Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $151M (13F)Positions · 12Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PI | IMPINJ INC | 70K | $7M | 13.6% | +2% |
| 2 | FN | FABRINET SHS | 13K | $7M | 12.8% | −26% |
| 3 | WIX | WIX COM LTD | 75K | $7M | 12.7% | +35% |
| 4 | ESTC | ELASTIC NV | 123K | $6M | 11.6% | −13% |
| 5 | SITM | SITIME CORP | 16K | $6M | 10.6% | −46% |
| 6 | HLIT | HARMONIC | 565K | $5M | 9.6% | −44% |
| 7 | TWLO | TWILIO INC | 37K | $5M | 8.8% | −65% |
| 8 | EVER | EVERQUOTE INC | 297K | $5M | 8.6% | +2% |
| 9 | KRNT | KORNIT DIGITAL LTD | 238K | $3M | 6.6% | NEW |
| 10 | AMPL | AMPLITUDE INC | 319K | $2M | 4.1% | −59% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TORONADO SIGNAL
AC read
Toronado Partners, LLC is a Other fund managing $151 million in assets. The fund runs a focused portfolio of just 12 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed