Toronado Partners, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Toronado Partners, LLC disclosed 11 US equity positions worth $53.0m in its Q1 2026 13F filing. The largest position was PI at 13.6% of the reported book, followed by FN and WIX.
What did Toronado Partners, LLC own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PI IMPINJ INC | Technology | 13.6% | $7.2m | 70,207 | – | |
| 2 | FN FABRINET SHS | Technology | 12.8% | $6.8m | 13,021 | – | |
| 3 | WIX WIX COM LTD | Technology | 12.7% | $6.7m | 74,924 | – | |
| 4 | ESTC ELASTIC NV | Technology | 11.6% | $6.1m | 122,548 | – | |
| 5 | SITM SITIME CORP | Technology | 10.6% | $5.6m | 16,242 | – | |
| 6 | HLIT HARMONIC | Technology | 9.6% | $5.1m | 565,065 | – | |
| 7 | TWLO TWILIO INC | Technology | 8.8% | $4.7m | 36,999 | – | |
| 8 | EVER EVERQUOTE INC | Communication Services | 8.6% | $4.6m | 297,024 | – | |
| 9 | KRNT KORNIT DIGITAL LTD | Industrials | 6.6% | $3.5m | 238,437 | – | |
| 10 | AMPL AMPLITUDE INC | Technology | 4.1% | $2.2m | 318,823 | – | |
| 11 | AMBQ AMBIQ MICRO INC | 1.0% | $539.3k | 21,222 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.