Toronado Partners, LLC Concentrated Active

Location: San Francisco, CA

CIK: 0001749611 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $53M (100.0% shares, 0.0% debt)

Holdings (11)

PI IMPINJ INC 13.6%

Value $7.21M Shares 70,207 Est. Cost $108.43 Unrealized +40.2%

FN FABRINET SHS 12.8%

Value $6.791M Shares 13,021 Est. Cost $146.85 Unrealized +235.5%

WIX WIX COM LTD 12.7%

Value $6.748M Shares 74,924 Est. Cost $110.58 Unrealized -26.3%

ESTC ELASTIC NV 11.6%

Value $6.126M Shares 122,548 Est. Cost $85.60 Unrealized -21.8%

SITM SITIME CORP 10.6%

Value $5.609M Shares 16,242 Est. Cost $139.66 Unrealized +170.4%

HLIT HARMONIC 9.6%

Value $5.074M Shares 565,065 Est. Cost $12.99 Unrealized -21.8%

TWLO TWILIO INC 8.8%

Value $4.655M Shares 36,999 Est. Cost $89.01 Unrealized +36.9%

EVER EVERQUOTE INC 8.6%

Value $4.58M Shares 297,024 Est. Cost $15.40 Unrealized +34.3%

KRNT KORNIT DIGITAL LTD 6.6%

Value $3.495M Shares 238,437 Est. Cost $14.58 Unrealized 0.0%

AMPL AMPLITUDE INC 4.1%

Value $2.174M Shares 318,823 Est. Cost $11.55 Unrealized -22.9%

AMBQ AMBIQ MICRO INC 1.0%

Value $539K Shares 21,222 Est. Cost $31.50 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PI	IMPINJ INC	70,207	$7.21M	13.6%	$108.43	+40.2%	COM	453204109
FN	FABRINET SHS	13,021	$6.791M	12.8%	$146.85	+235.5%	COM	G3323L100
WIX	WIX COM LTD	74,924	$6.748M	12.7%	$110.58	-26.3%	SHS	M98068105
ESTC	ELASTIC NV	122,548	$6.126M	11.6%	$85.60	-21.8%	COM	N14506104
SITM	SITIME CORP	16,242	$5.609M	10.6%	$139.66	+170.4%	COM	82982T106
HLIT	HARMONIC	565,065	$5.074M	9.6%	$12.99	-21.8%	COM	413160102
TWLO	TWILIO INC	36,999	$4.655M	8.8%	$89.01	+36.9%	CL A	90138F102
EVER	EVERQUOTE INC	297,024	$4.58M	8.6%	$15.40	+34.3%	COM CL A	30041R108
KRNT	KORNIT DIGITAL LTD	238,437	$3.495M	6.6%	$14.58	0.0%	SHS	M6372Q113
AMPL	AMPLITUDE INC	318,823	$2.174M	4.1%	$11.55	-22.9%	COM CL A	03213A104
AMBQ	AMBIQ MICRO INC	21,222	$539K	1.0%	$31.50	0.0%	COMMON STOCK	023193105