Latest Toronado Partners, LLC Stock Portfolio

$53.00Million | No. of Holdings #11

Toronado Partners, LLC Performance

2026 Q1-17.12%

YTD-17.12%

2025+10.25%

About Toronado Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Toronado Partners, LLC reported an equity portfolio of $53 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Toronado Partners, LLC are PI, FN, WIX. The fund has invested 13.6% of it's portfolio in IMPINJ INC and 12.8% of portfolio in FABRINET SHS. <br><br> The fund managers got completely rid off TRIPADVISOR INC (TRIP) and STUBHUB HLDGS INC stocks. They significantly reduced their stock positions in TWILIO INC (TWLO), AMPLITUDE INC (AMPL) and SITIME CORP (SITM). Toronado Partners, LLC opened new stock positions in KORNIT DIGITAL LTD (KRNT) and AMBIQ MICRO INC. The fund showed a lot of confidence in some stocks as they added substantially to WIX COM LTD (WIX), EVERQUOTE INC (EVER) and IMPINJ INC (PI).

Toronado Partners, LLC Equity Portfolio Value

Last Reported on: 13 May, 2026

$53.00Million

as of May 13, 2026

Toronado Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Toronado Partners, LLC made a return of -17.12% in the last quarter. In trailing 12 months, it's portfolio return was 8.39%.

Performance
S&P 500

New Buys

Ticker	$ Bought
kornit digital ltd	3,495,490
ambiq micro inc	539,251

New stocks bought by Toronado Partners, LLC

Additions

Ticker	% Inc.
wix com ltd	35.49
everquote inc	2.23
impinj inc	2.08

Additions to existing portfolio by Toronado Partners, LLC

Reductions

Ticker	% Reduced
twilio inc	-64.65
amplitude inc	-58.89
sitime corp	-46.04
harmonic	-43.98
fabrinet shs	-26.3
elastic nv	-13.42

Toronado Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
tripadvisor inc	-8,396,970
stubhub hldgs inc	-7,518,760

Toronado Partners, LLC got rid off the above stocks

Sector Distribution

Toronado Partners, LLC has about 62.2% of it's holdings in Technology sector.

Technology
Others
Communication Services

Sector	%
Technology	62.2
Others	20.3
Communication Services	17.4

Market Cap. Distribution

Toronado Partners, LLC has about 32.2% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
MID-CAP
SMALL-CAP
UNALLOCATED

Category	%
LARGE-CAP	32.2
MID-CAP	25.2
SMALL-CAP	22.3
UNALLOCATED	20.3

Stocks belong to which Index?

About 59.3% of the stocks held by Toronado Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

RUSSELL 2000
Others

Index	%
RUSSELL 2000	59.3
Others	40.7

Top 5 Winners (%)		%
FN	fabrinet shs	12.6 %

Top 5 Winners ($)		$
FN	fabrinet shs	1.0 M

Top 5 Losers (%)		%
EVER	everquote inc	-42.6 %
PI	impinj inc	-40.7 %
ESTC	elastic nv	-31.5 %
AMPL	amplitude inc	-29.0 %
WIX	wix com ltd	-11.8 %

Top 5 Losers ($)		$
PI	impinj inc	-5.0 M
EVER	everquote inc	-3.4 M
ESTC	elastic nv	-3.4 M
AMPL	amplitude inc	-2.6 M
TWLO	twilio inc	-1.2 M

Toronado Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Toronado Partners, LLC

Toronado Partners, LLC has 11 stocks in it's portfolio. PI proved to be the most loss making stock for the portfolio. FN was the most profitable stock for Toronado Partners, LLC last quarter.

$53.00MTotal Value

13.00Positions

13 May, 2026Last Reported

Current holdings of Current Stock Holdings of Toronado Partners, LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AMPL Amplitude Inc Amplitude IncAMPL Toronado Partners, LLC's holding in Amplitude Inc over time	4.1%	318,823	$2.17M 4.1%	decreased 58.89 percentreduced

ESTC Elastic Nv Elastic NvESTC Toronado Partners, LLC's holding in Elastic Nv over time	11.56%	122,548	$6.13M 11.56%	decreased 13.42 percentreduced

EVER Everquote Inc Everquote IncEVER Toronado Partners, LLC's holding in Everquote Inc over time	8.64%	297,024	$4.58M 8.64%	increased 2.23 percentadded

FN Fabrinet Shs Fabrinet ShsFN Toronado Partners, LLC's holding in Fabrinet Shs over time	12.81%	13,021	$6.79M 12.81%	decreased 26.3 percentreduced

HLIT Harmonic HarmonicHLIT Toronado Partners, LLC's holding in Harmonic over time	9.57%	565,065	$5.07M 9.57%	decreased 43.98 percentreduced

KRNT Kornit Digital Ltd Kornit Digital Ltd KRNT Toronado Partners, LLC's holding in Kornit Digital Ltd over time	6.6%	238,437	$3.50M 6.6%	new position

PI Impinj Inc Impinj IncPI Toronado Partners, LLC's holding in Impinj Inc over time	13.6%	70,207	$7.21M 13.6%	increased 2.08 percentadded

SITM Sitime Corp Sitime CorpSITM Toronado Partners, LLC's holding in Sitime Corp over time	10.58%	16,242	$5.61M 10.58%	decreased 46.04 percentreduced

TRIP Tripadvisor Inc Tripadvisor IncTRIP Toronado Partners, LLC's holding in Tripadvisor Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

TWLO Twilio Inc Twilio IncTWLO Toronado Partners, LLC's holding in Twilio Inc over time	8.78%	36,999	$4.66M 8.78%	decreased 64.65 percentreduced

WIX Wix Com Ltd Wix Com Ltd WIX Toronado Partners, LLC's holding in Wix Com Ltd over time	12.73%	74,924	$6.75M 12.73%	increased 35.49 percentadded

Common Stock Ambiq Micro Inc Ambiq Micro Inc Toronado Partners, LLC's holding in Ambiq Micro Inc over time	1.02%	21,222	$539.3K 1.02%	new position

Cl A Stubhub Hldgs Inc Stubhub Hldgs Inc Toronado Partners, LLC's holding in Stubhub Hldgs Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off