Institutional Manager · CIK 0001749611
Toronado Partners, LLC
SAN FRANCISCO, CA · File #028-19097
Latest AUM
$104.7M
Positions
11
Top-10 Concentration
94.5%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202511 pos · $104.7M
- 13F HOLDINGS REPORTQ/E Sep 202512 pos · $150.9M
- 13F HOLDINGS REPORTQ/E Jun 202511 pos · $140.9M
- 13F HOLDINGS REPORTQ/E Mar 202511 pos · $142.9M
- 13F HOLDINGS REPORTQ/E Dec 202411 pos · $158.3M
- 13F HOLDINGS REPORTQ/E Sep 202411 pos · $167.3M
- 13F HOLDINGS REPORTQ/E Jun 202410 pos · $156.1M
- 13F HOLDINGS REPORTQ/E Mar 202417 pos · $180.6M
- 13F HOLDINGS REPORTQ/E Dec 202319 pos · $176.4M
- 13F HOLDINGS REPORTQ/E Sep 202321 pos · $230.7M
- 13F HOLDINGS REPORTQ/E Jun 202317 pos · $273.4M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202317 pos · $261.0M
- 13F HOLDINGS REPORTQ/E Mar 202317 pos · $260,977
Top 11 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |