Toronado Partners, LLC

CIK: 0001749611SEC EDGAR →

Portfolio Value

$104.7M

Holdings

11

As of

Q4 2025

New Positions

12

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
TWLO

TWILIO INC

104,663$14.9M
14.22%
2
PI

IMPINJ INC

68,775$12.0M
11.43%
3
ESTC

ELASTIC N V

141,548$10.7M
10.20%
4
SITM

SITIME CORP

30,102$10.6M
10.16%
5
HLIT

HARMONIC INC

1,008,690$10.0M
9.53%
6
AMPL

AMPLITUDE INC

775,573$9.0M
8.58%
7
TRIP

TRIPADVISOR INC

576,715$8.4M
8.02%
8
FN

FABRINET

17,667$8.0M
7.68%
9
EVER

EVERQUOTE INC

290,549$7.8M
7.49%
10
STUB

STUBHUB HLDGS INC

555,710$7.5M
7.18%

Quarterly Changes

Top Buys

WIXNEW
$5.7M
ESTC↑ Increased
$268K
STUB↑ Increased
$187K

Top Sells

JAMFCLOSED
$11.9M
ENPHCLOSED
$10.7M
PI↓ Decreased
$6.3M
EVER↓ Decreased
$5.6M
TRIP↓ Decreased
$5.3M

New Positions (1)

WIX
$5.7M · 55K shares

Closed Positions (2)

JAMF
$11.9M · 1.1M shares
ENPH
$10.7M · 301K shares

Sector Breakdown

Sector# HoldingsValue%
Technology8$73.5M70.3%
Communication Services2$22.7M21.7%
Consumer Cyclical1$8.4M8.0%