Toronado Partners, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$150.9B
Holdings
12
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PIIMPINJ INC | 100,795 | $18.2B | 12.08% | |
| 2 | TWLOTWILIO INC | 176,177 | $17.6B | 11.69% | |
| 3 | TRIPTRIPADVISOR INC | 843,654 | $13.7B | 9.09% | |
| 4 | EVEREVERQUOTE INC | 587,440 | $13.4B | 8.91% | |
| 5 | SITMSITIME CORP | 40,785 | $12.3B | 8.15% | |
| 6 | HLITHARMONIC INC | 1,204,593 | $12.3B | 8.13% | |
| 7 | FNFABRINET | 33,167 | $12.1B | 8.02% | |
| 8 | JAMFJAMF HLDG CORP | 1,109,255 | $11.9B | 7.87% | |
| 9 | ESTCELASTIC N V | 129,548 | $10.9B | 7.26% | |
| 10 | ENPHENPHASE ENERGY INC | 301,379 | $10.7B | 7.07% | |
| 11 | AMPLAMPLITUDE INC | 970,344 | $10.4B | 6.90% | |
| 12 | STUBSTUBHUB HLDGS INC | 435,332 | $7.3B | 4.86% |