Toronado Partners, LLC
CIK: 0001749611Latest portfolio: $104.7M · Q4 2025
Holdings
11
Total Value
$104.7M
New Positions
1
Closed Positions
2
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | TWLOTWILIO INC | 104,663 | $14.9M | 14.22% | -71,514 | |
| 2 | PIIMPINJ INC | 68,775 | $12.0M | 11.43% | -32,020 | |
| 3 | ESTCELASTIC N V | 141,548 | $10.7M | 10.20% | +12K | |
| 4 | SITMSITIME CORP | 30,102 | $10.6M | 10.16% | -10,683 | |
| 5 | HLITHARMONIC INC | 1,008,690 | $10.0M | 9.53% | -195,903 | |
| 6 | AMPLAMPLITUDE INC | 775,573 | $9.0M | 8.58% | -194,771 | |
| 7 | TRIPTRIPADVISOR INC | 576,715 | $8.4M | 8.02% | -266,939 | |
| 8 | FNFABRINET | 17,667 | $8.0M | 7.68% | -15,500 | |
| 9 | EVEREVERQUOTE INC | 290,549 | $7.8M | 7.49% | -296,891 | |
| 10 | STUBSTUBHUB HLDGS INC | 555,710 | $7.5M | 7.18% | +120K | |
| 11 | WIXWIX COM LTD | 55,300 | $5.7M | 5.49% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($1.19671067810632e+25T)
Communication Services0.0% ($148.9B)
Consumer Cyclical0.0% ($8.4M)
Filing History
Fund Information
Toronado Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $104.7M across 11 holdings. The largest position is TWILIO INC (TWLO), representing 14.2% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.