Toronado Partners, LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1749611) · Explore on the interactive board
Toronado Partners, LLC disclosed 11 US equity positions worth $35.5m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 13, 2026). Its largest position is PI at 15.1% of the reported book, followed by SITM, EVER. The top ten holdings are 95.5% of the book, and the portfolio behaves like about 10 equal-weight positions. Versus the prior filing it opened 1 new position, added to 1, reduced 9 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Toronado Partners, LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 1 new, 1 added, 9 reduced, 1 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | PI IMPINJ INC | Technology | 15.1% | $5.4m | 37,455 | -47% | reduced |
| 2 | SITM SITIME CORP | Technology | 14.9% | $5.3m | 7,117 | -56% | reduced |
| 3 | EVER EVERQUOTE INC | Communication Services | 11.0% | $3.9m | 165,094 | -44% | reduced |
| 4 | KRNT KORNIT DIGITAL LTD | Industrials | 9.9% | $3.5m | 217,403 | -9% | reduced |
| 5 | IDCC INTERDIGITAL INC | Technology | 8.9% | $3.2m | 11,200 | – | new |
| 6 | FN FABRINET SHS | Technology | 8.5% | $3.0m | 5,363 | -59% | reduced |
| 7 | AMPL AMPLITUDE INC | Technology | 7.9% | $2.8m | 366,751 | 15% | added |
| 8 | ESTC ELASTIC NV | Technology | 7.5% | $2.7m | 46,507 | -62% | reduced |
| 9 | TWLO TWILIO INC | Technology | 7.0% | $2.5m | 11,999 | -68% | reduced |
| 10 | AMBQ AMBIQ MICRO INC | 4.8% | $1.7m | 19,225 | -9% | reduced | |
| 11 | HLIT HARMONIC | Technology | 4.5% | $1.6m | 97,755 | -83% | reduced |
What did Toronado Partners, LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| WIX WIX COM LTD | 100.0% | $6.7m |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 74.2% |
| Communication Services | 11.0% |
| Industrials | 9.9% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Toronado Partners, LLC's portfolio?
Across every quarter Toronado Partners, LLC has filed, its median largest position is 14.3% of the book and its median top-ten weight is 97.2%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 11.0 positions are still open and their final length is unknown.