Latest Toronado Partners, LLC Stock Portfolio

$35.54Million | No. of Holdings #11

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

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Toronado Partners, LLC reported an equity portfolio of $35.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Toronado Partners, LLC are PI, SITM, EVER. The fund has invested 15.1% of it's portfolio in IMPINJ INC and 14.9% of portfolio in SITIME CORP. <br><br> The fund managers got completely rid off WIX COM LTD (WIX) stocks. They significantly reduced their stock positions in HARMONIC (HLIT), TWILIO INC (TWLO) and ELASTIC NV (ESTC). Toronado Partners, LLC opened new stock positions in INTERDIGITAL INC (IDCC). The fund showed a lot of confidence in some stocks as they added substantially to AMPLITUDE INC (AMPL).

Toronado Partners, LLC Equity Portfolio Value

Last Reported on: 13 Aug, 2026

$35.54Million

as of Aug 13, 2026

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

Performance

New Buys

Ticker	$ Bought
interdigital inc	3,171,060

New stocks bought by Toronado Partners, LLC

Additions

Ticker	% Inc.
amplitude inc	15.03

Additions to existing portfolio by Toronado Partners, LLC

Reductions

Ticker	% Reduced
harmonic	-82.7
twilio inc	-67.57
elastic nv	-62.05
fabrinet shs	-58.81
sitime corp	-56.18
impinj inc	-46.65
everquote inc	-44.42
ambiq micro inc	-9.41

Toronado Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
wix com ltd	-6,748,400

Toronado Partners, LLC got rid off the above stocks

Sector Distribution

Technology
Communication Services
Others

Sector	%
Technology	58.3
Communication Services	26.9
Others	14.7

Market Cap. Distribution

MID-CAP
LARGE-CAP
SMALL-CAP
UNALLOCATED

Category	%
MID-CAP	31.5
LARGE-CAP	30.4
SMALL-CAP	23.4
UNALLOCATED	14.7

Stocks belong to which Index?

RUSSELL 2000
Others

Index	%
RUSSELL 2000	70.9
Others	29.1

Top 5 Winners (%)		%
	ambiq micro inc	235.9 %
SITM	sitime corp	83.3 %
HLIT	harmonic	48.0 %
TWLO	twilio inc	42.4 %
EVER	everquote inc	42.2 %

Top 5 Winners ($)		$
SITM	sitime corp	4.7 M
HLIT	harmonic	2.4 M
PI	impinj inc	2.2 M
TWLO	twilio inc	2.0 M
EVER	everquote inc	1.9 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

Toronado Partners, LLC Holdings Map

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

Current Stock Holdings of Toronado Partners, LLC

$35.54MTotal Value

12.00Positions

13 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of Toronado Partners, LLC, last reported on 13 Aug, 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	7.89%	366,751	$2.81M 7.89%	increased 15.03 percentadded

ESTC Elastic Nv Elastic NvESTC Toronado Partners, LLC's holding in Elastic Nv over time	7.46%	46,507	$2.65M 7.46%	decreased 62.05 percentreduced

EVER Everquote Inc Everquote IncEVER Toronado Partners, LLC's holding in Everquote Inc over time	11.05%	165,094	$3.93M 11.05%	decreased 44.42 percentreduced

FN Fabrinet Shs Fabrinet ShsFN Toronado Partners, LLC's holding in Fabrinet Shs over time	8.48%	5,363	$3.01M 8.48%	decreased 58.81 percentreduced

HLIT Harmonic HarmonicHLIT Toronado Partners, LLC's holding in Harmonic over time	4.49%	97,755	$1.60M 4.49%	decreased 82.7 percentreduced

IDCC Interdigital Inc Interdigital IncIDCC Toronado Partners, LLC's holding in Interdigital Inc over time	8.92%	11,200	$3.17M 8.92%	new position

KRNT Kornit Digital Ltd Kornit Digital Ltd KRNT Toronado Partners, LLC's holding in Kornit Digital Ltd over time	9.94%	217,403	$3.53M 9.94%	decreased 8.82 percentreduced

PI Impinj Inc Impinj IncPI Toronado Partners, LLC's holding in Impinj Inc over time	15.09%	37,455	$5.36M 15.09%	decreased 46.65 percentreduced

SITM Sitime Corp Sitime CorpSITM Toronado Partners, LLC's holding in Sitime Corp over time	14.93%	7,117	$5.31M 14.93%	decreased 56.18 percentreduced

TWLO Twilio Inc Twilio IncTWLO Toronado Partners, LLC's holding in Twilio Inc over time	6.96%	11,999	$2.48M 6.96%	decreased 67.57 percentreduced

WIX Wix Com Ltd Wix Com Ltd WIX Toronado Partners, LLC's holding in Wix Com Ltd over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

Common Stock Ambiq Micro Inc Ambiq Micro Inc Toronado Partners, LLC's holding in Ambiq Micro Inc over time	4.78%	19,225	$1.70M 4.78%	decreased 9.41 percentreduced