Toronado Partners, LLC Concentrated Active

CIK: 0001749611 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $150,863 (100.0% shares, 0.0% debt)

Holdings (12)

PI IMPINJ INC 12.1%

Value ($000) $18,219 Shares 100,795 Est. Cost $107.52 Unrealized +46.7%

TWLO TWILIO INC 11.7%

Value ($000) $17,634 Shares 176,177 Est. Cost $89.01 Unrealized +26.5%

TRIP TRIPADVISOR INC 9.1%

Value ($000) $13,718 Shares 843,654 Est. Cost $14.78 Unrealized +18.0%

EVER EVERQUOTE INC 8.9%

Value ($000) $13,435 Shares 587,440 Est. Cost $15.28 Unrealized +58.1%

SITM SITIME CORP 8.1%

Value ($000) $12,289 Shares 40,785 Est. Cost $139.66 Unrealized +66.0%

HLIT HARMONIC INC 8.1%

Value ($000) $12,263 Shares 1,204,593 Est. Cost $12.99 Unrealized -27.5%

FN FABRINET 8.0%

Value ($000) $12,093 Shares 33,167 Est. Cost $146.85 Unrealized +124.2%

— JAMF HLDG CORP 7.9%

Value ($000) $11,869 Shares 1,109,255 Est. Cost $16.24 Unrealized —

ESTC ELASTIC N V 7.3%

Value ($000) $10,946 Shares 129,548 Est. Cost $85.97 Unrealized -2.1%

ENPH ENPHASE ENERGY INC 7.1%

Value ($000) $10,666 Shares 301,379 Est. Cost $37.15 Unrealized 0.0%

AMPL AMPLITUDE INC 6.9%

Value ($000) $10,402 Shares 970,344 Est. Cost $11.55 Unrealized +2.7%

STUB STUBHUB HLDGS INC 4.9%

Value ($000) $7,331 Shares 435,332 Est. Cost $18.34 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PI	IMPINJ INC	100,795	$18,219	12.1%	$107.52	+46.7%	COM	453204109
TWLO	TWILIO INC	176,177	$17,634	11.7%	$89.01	+26.5%	CL A	90138F102
TRIP	TRIPADVISOR INC	843,654	$13,718	9.1%	$14.78	+18.0%	COM	896945201
EVER	EVERQUOTE INC	587,440	$13,435	8.9%	$15.28	+58.1%	COM CL A	30041R108
SITM	SITIME CORP	40,785	$12,289	8.1%	$139.66	+66.0%	COM	82982T106
HLIT	HARMONIC INC	1,204,593	$12,263	8.1%	$12.99	-27.5%	COM	413160102
FN	FABRINET	33,167	$12,093	8.0%	$146.85	+124.2%	SHS	G3323L100
—	JAMF HLDG CORP	1,109,255	$11,869	7.9%	$16.24	—	COM	47074L105
ESTC	ELASTIC N V	129,548	$10,946	7.3%	$85.97	-2.1%	ORD SHS	N14506104
ENPH	ENPHASE ENERGY INC	301,379	$10,666	7.1%	$37.15	0.0%	COM	29355A107
AMPL	AMPLITUDE INC	970,344	$10,402	6.9%	$11.55	+2.7%	COM CL A	03213A104
STUB	STUBHUB HLDGS INC	435,332	$7,331	4.9%	$18.34	0.0%	CL A	86384P109