Toronado Partners, LLC
Top Portfolio Positions
11 positions ·
$53,003,437 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PI |
Impinj Inc
Technology
|
70,207 | $7,210,258 | 13.60% | |
| FN |
Fabrinet
Technology
|
13,021 | $6,790,711 | 12.81% | |
| WIX |
Wix.com Ltd.
Technology
|
74,924 | $6,748,404 | 12.73% | |
| ESTC |
Elastic N.V.
Technology
|
122,548 | $6,126,174 | 11.56% | |
| SITM |
SITIME Corp
Technology
|
16,242 | $5,609,174 | 10.58% | |
| HLIT |
Harmonic Inc.
Technology
|
565,065 | $5,074,283 | 9.57% | |
| TWLO |
Twilio Inc
Technology
|
36,999 | $4,655,214 | 8.78% | |
| EVER |
EverQuote, Inc.
Communication Services
|
297,024 | $4,580,110 | 8.64% | |
| KRNT |
Kornit Digital Ltd.
Industrials
|
238,437 | $3,495,486 | 6.59% | |
| AMPL |
Amplitude, Inc.
Technology
|
318,823 | $2,174,372 | 4.10% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HLIT
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,074,283 | 565,065 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,975,944 | 1,008,690 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,262,756 | 1,204,593 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,332,180 | 1,196,640 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,475,777 | 1,196,640 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,847,029 | 1,273,396 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,047,870 | 1,307,335 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,828,774 | 1,939,573 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,398,382 | 1,443,332 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $23,233,824 | 1,781,735 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,371,053 | 2,011,532 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,035,477 | 806,152 | Shares | Sole | 2023-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||