Toronado Partners, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Toronado Partners, LLC disclosed 11 US equity positions worth $35.5m in its Q2 2026 13F filing. The largest position was PI at 15.1% of the reported book, followed by SITM and EVER. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 9 among the top 11 holdings.
What did Toronado Partners, LLC own in Q2 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.