Toronado Partners, LLC Concentrated Active

Location: San Francisco, CA

CIK: 0001749611 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 12, 2026

Total Value: $105M (100.0% shares, 0.0% debt)

Holdings (11)

TWLO TWILIO INC 14.2%

Value $14.89M Shares 104,663 Est. Cost $89.01 Unrealized +39.2%

PI IMPINJ INC 11.4%

Value $11.97M Shares 68,775 Est. Cost $107.52 Unrealized +65.7%

ESTC ELASTIC N V 10.2%

Value $10.68M Shares 141,548 Est. Cost $85.60 Unrealized -4.7%

SITM SITIME CORP 10.2%

Value $10.63M Shares 30,102 Est. Cost $139.66 Unrealized +124.1%

HLIT HARMONIC INC 9.5%

Value $9.976M Shares 1,008,690 Est. Cost $12.99 Unrealized -22.5%

AMPL AMPLITUDE INC 8.6%

Value $8.981M Shares 775,573 Est. Cost $11.55 Unrealized -8.9%

TRIP TRIPADVISOR INC 8.0%

Value $8.397M Shares 576,715 Est. Cost $14.78 Unrealized +2.9%

FN FABRINET 7.7%

Value $8.043M Shares 17,667 Est. Cost $146.85 Unrealized +196.2%

EVER EVERQUOTE INC 7.5%

Value $7.845M Shares 290,549 Est. Cost $15.28 Unrealized +58.6%

STUB STUBHUB HLDGS INC 7.2%

Value $7.519M Shares 555,710 Est. Cost $17.77 Unrealized -11.5%

WIX WIX COM LTD 5.5%

Value $5.745M Shares 55,300 Est. Cost $120.92 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TWLO	TWILIO INC	104,663	$14.89M	14.2%	$89.01	+39.2%	CL A	90138F102
PI	IMPINJ INC	68,775	$11.97M	11.4%	$107.52	+65.7%	COM	453204109
ESTC	ELASTIC N V	141,548	$10.68M	10.2%	$85.60	-4.7%	ORD SHS	N14506104
SITM	SITIME CORP	30,102	$10.63M	10.2%	$139.66	+124.1%	COM	82982T106
HLIT	HARMONIC INC	1,008,690	$9.976M	9.5%	$12.99	-22.5%	COM	413160102
AMPL	AMPLITUDE INC	775,573	$8.981M	8.6%	$11.55	-8.9%	COM CL A	03213A104
TRIP	TRIPADVISOR INC	576,715	$8.397M	8.0%	$14.78	+2.9%	COM	896945201
FN	FABRINET	17,667	$8.043M	7.7%	$146.85	+196.2%	SHS	G3323L100
EVER	EVERQUOTE INC	290,549	$7.845M	7.5%	$15.28	+58.6%	COM CL A	30041R108
STUB	STUBHUB HLDGS INC	555,710	$7.519M	7.2%	$17.77	-11.5%	CL A	86384P109
WIX	WIX COM LTD	55,300	$5.745M	5.5%	$120.92	0.0%	SHS	M98068105