13F HOLDINGS REPORT
Toronado Partners, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001420506-25-003183
Total Value
$150.9M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IMPINJ INC | PI | 100,795 | $18.2M | 12.08% |
| 2 | TWILIO INC | TWLO | 176,177 | $17.6M | 11.69% |
| 3 | TRIPADVISOR INC | TRIP | 843,654 | $13.7M | 9.09% |
| 4 | EVERQUOTE INC | EVER | 587,440 | $13.4M | 8.91% |
| 5 | SITIME CORP | SITM | 40,785 | $12.3M | 8.15% |
| 6 | HARMONIC INC | HLIT | 1,204,593 | $12.3M | 8.13% |
| 7 | FABRINET | FN | 33,167 | $12.1M | 8.02% |
| 8 | JAMF HLDG CORP | 47074L105 | 1,109,255 | $11.9M | 7.87% |
| 9 | ELASTIC N V | ESTC | 129,548 | $10.9M | 7.26% |
| 10 | ENPHASE ENERGY INC | ENPH | 301,379 | $10.7M | 7.07% |
| 11 | AMPLITUDE INC | AMPL | 970,344 | $10.4M | 6.90% |
| 12 | STUBHUB HLDGS INC | STUB | 435,332 | $7.3M | 4.86% |