13F HOLDINGS REPORT
Toronado Partners, LLC
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001420506-26-000319
Total Value
$104.7M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TWILIO INC | TWLO | 104,663 | $14.9M | 14.22% |
| 2 | IMPINJ INC | PI | 68,775 | $12.0M | 11.43% |
| 3 | ELASTIC N V | ESTC | 141,548 | $10.7M | 10.20% |
| 4 | SITIME CORP | SITM | 30,102 | $10.6M | 10.16% |
| 5 | HARMONIC INC | HLIT | 1,008,690 | $10.0M | 9.53% |
| 6 | AMPLITUDE INC | AMPL | 775,573 | $9.0M | 8.58% |
| 7 | TRIPADVISOR INC | TRIP | 576,715 | $8.4M | 8.02% |
| 8 | FABRINET | FN | 17,667 | $8.0M | 7.68% |
| 9 | EVERQUOTE INC | EVER | 290,549 | $7.8M | 7.49% |
| 10 | STUBHUB HLDGS INC | STUB | 555,710 | $7.5M | 7.18% |
| 11 | WIX COM LTD | WIX | 55,300 | $5.7M | 5.49% |