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 PI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,210,258 | 70,207 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,967,537 | 68,775 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,218,696 | 100,795 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,929,771 | 197,441 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,661,311 | 216,773 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,170,433 | 90,668 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $14,387,537 | 66,449 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,556,649 | 80,096 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,382,462 | 221,030 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $28,685,718 | 318,624 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,581,049 | 355,825 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,326,755 | 327,125 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $25,248,866 | 186,311 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,501,588 | 242,733 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $25,317,330 | 316,348 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $44,177,277 | 752,979 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,145,749 | 427,223 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $31,488,322 | 354,998 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $35,434,596 | 620,245 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $35,322,589 | 684,679 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $36,767,592 | 646,520 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $39,138,736 | 934,768 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $38,421,251 | 1,458,112 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $41,698,580 | 1,517,968 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $25,897,542 | 1,549,823 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||