Toronado Partners, LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$104.7B
Holdings
11
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TWLOTWILIO INC | 104,663 | $14.9B | 14.22% | |
| 2 | PIIMPINJ INC | 68,775 | $12.0B | 11.43% | |
| 3 | ESTCELASTIC N V | 141,548 | $10.7B | 10.20% | |
| 4 | SITMSITIME CORP | 30,102 | $10.6B | 10.16% | |
| 5 | HLITHARMONIC INC | 1,008,690 | $10.0B | 9.53% | |
| 6 | AMPLAMPLITUDE INC | 775,573 | $9.0B | 8.58% | |
| 7 | TRIPTRIPADVISOR INC | 576,715 | $8.4B | 8.02% | |
| 8 | FNFABRINET | 17,667 | $8.0B | 7.68% | |
| 9 | EVEREVERQUOTE INC | 290,549 | $7.8B | 7.49% | |
| 10 | STUBSTUBHUB HLDGS INC | 555,710 | $7.5B | 7.18% | |
| 11 | WIXWIX COM LTD | 55,300 | $5.7B | 5.49% |