Toronado Partners, LLC Concentrated Active

Location: San Francisco, CA

CIK: 0001749611 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 13, 2026

Total Value: $35.54M (100.0% shares, 0.0% debt)

Holdings (11)

New Positions (1)

IDCC INTERDIGITAL INC 8.9%

Value $3.171M Shares 11,200 Est. Cost $283.13 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IDCC	INTERDIGITAL INC	11,200	$3.171M	8.9%	$283.13	—	COM	45867G101

Increased Positions (1)

AMPL AMPLITUDE INC 7.9%

Value $2.806M (+29.0%) Shares 366,751 (+15.0%) Est. Cost $11.04 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMPL	AMPLITUDE INC	366,751 (+15.0%)	$2.806M (+29.0%)	7.9%	$11.04	—	COM CL A	03213A104

Exited Positions (1)

WIX WIX COM LTD 19.0%

Value $6.748M Shares 74,924 Est. Cost $110.58 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WIX	WIX COM LTD	74,924	$6.748M	19.0%	$110.58	—	—	M98068105

Decreased Positions (9)

FN FABRINET SHS 8.5%

Value $3.014M (-55.6%) Shares 5,363 (-58.8%) Est. Cost $146.85 Unrealized —

HLIT HARMONIC 4.5%

Value $1.596M (-68.5%) Shares 97,755 (-82.7%) Est. Cost $12.99 Unrealized —

ESTC ELASTIC NV 7.5%

Value $2.652M (-56.7%) Shares 46,507 (-62.0%) Est. Cost $85.60 Unrealized —

TWLO TWILIO INC 7.0%

Value $2.476M (-46.8%) Shares 11,999 (-67.6%) Est. Cost $89.01 Unrealized —

PI IMPINJ INC 15.1%

Value $5.365M (-25.6%) Shares 37,455 (-46.7%) Est. Cost $108.43 Unrealized —

AMBQ AMBIQ MICRO INC 4.8%

Value $1.698M (+214.8%) Shares 19,225 (-9.4%) Est. Cost $31.50 Unrealized —

EVER EVERQUOTE INC 11.0%

Value $3.928M (-14.2%) Shares 165,094 (-44.4%) Est. Cost $15.40 Unrealized —

SITM SITIME CORP 14.9%

Value $5.306M (-5.4%) Shares 7,117 (-56.2%) Est. Cost $139.66 Unrealized —

KRNT KORNIT DIGITAL LTD 9.9%

Value $3.533M (+1.1%) Shares 217,403 (-8.8%) Est. Cost $14.58 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FN	FABRINET SHS	5,363 (-58.8%)	$3.014M (-55.6%)	8.5%	$146.85	—	COM	G3323L100
HLIT	HARMONIC	97,755 (-82.7%)	$1.596M (-68.5%)	4.5%	$12.99	—	COM	413160102
ESTC	ELASTIC NV	46,507 (-62.0%)	$2.652M (-56.7%)	7.5%	$85.60	—	COM	N14506104
TWLO	TWILIO INC	11,999 (-67.6%)	$2.476M (-46.8%)	7.0%	$89.01	—	CL A	90138F102
PI	IMPINJ INC	37,455 (-46.7%)	$5.365M (-25.6%)	15.1%	$108.43	—	COM	453204109
AMBQ	AMBIQ MICRO INC	19,225 (-9.4%)	$1.698M (+214.8%)	4.8%	$31.50	—	COMMON STOCK	023193105
EVER	EVERQUOTE INC	165,094 (-44.4%)	$3.928M (-14.2%)	11.0%	$15.40	—	COM CL A	30041R108
SITM	SITIME CORP	7,117 (-56.2%)	$5.306M (-5.4%)	14.9%	$139.66	—	COM	82982T106
KRNT	KORNIT DIGITAL LTD	217,403 (-8.8%)	$3.533M (+1.1%)	9.9%	$14.58	—	SHS	M6372Q113