Institutional Fund
Toronado Partners, LLC
San Francisco, CACIK 17496115 filings on record
Portfolio Value
$53.00M
Q1 2026
Holdings
11
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-49.4%
from $104.67M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Impinj Inc13.6%
- Fabrinet12.8%
- Wix Com Ltd12.7%
- Elastic N V11.6%
- Sitime Corp10.6%
- Harmonic Inc9.6%
- Other29.1%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Impinj Inc | 70.2K | $7.21M | 13.6% | +1.4K | Added |
| 2 | Fabrinet | 13.0K | $6.79M | 12.8% | −4.6K | Reduced |
| 3 | Wix Com Ltd | 74.9K | $6.75M | 12.7% | +19.6K | Added |
| 4 | Elastic N V | 122.5K | $6.13M | 11.6% | −19.0K | Reduced |
| 5 | Sitime Corp | 16.2K | $5.61M | 10.6% | −13.9K | Reduced |
| 6 | Harmonic Inc | 565.1K | $5.07M | 9.6% | −443.6K | Reduced |
| 7 | Twilio Inc | 37.0K | $4.66M | 8.8% | −67.7K | Reduced |
| 8 | Everquote Inc | 297.0K | $4.58M | 8.6% | +6.5K | Added |
| 9 | Kornit Digital Ltd | 238.4K | $3.50M | 6.6% | +238.4K | New |
| 10 | Amplitude Inc | 318.8K | $2.17M | 4.1% | −456.8K | Reduced |
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