§ 13F · FUND PROFILE
Toronado Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $140.9T (13F)Positions · 11Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TWLO | TWILIO INC | 105K | $14.9T | 14.2% | −41% |
| 2 | PI | IMPINJ INC | 69K | $12.0T | 11.4% | −32% |
| 3 | ESTC | ELASTIC N V | 142K | $10.7T | 10.2% | +9% |
| 4 | SITM | SITIME CORP | 30K | $10.6T | 10.2% | −26% |
| 5 | HLIT | HARMONIC INC | 1.01M | $10.0T | 9.5% | −16% |
| 6 | AMPL | AMPLITUDE INC | 776K | $9.0T | 8.6% | −20% |
| 7 | TRIP | TRIPADVISOR INC | 577K | $8.4T | 8.0% | −32% |
| 8 | FN | FABRINET | 18K | $8.0T | 7.7% | −47% |
| 9 | EVER | EVERQUOTE INC | 291K | $7.8T | 7.5% | −51% |
| 10 | STUB | STUBHUB HLDGS INC | 556K | $7.5T | 7.2% | +28% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TORONADO SIGNAL
AC read
Toronado Partners, LLC is a Other fund managing $140893.1 trillion in assets. The fund runs a focused portfolio of just 11 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed