Toronado Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Toronado Partners, LLC reported 11 stock positions worth $35.5 million. Its top holding was Impinj (PI) at 15.1% of the portfolio, followed by Sitime (SITM, 14.9%) and Everquote Class A (EVER, 11.1%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 1 and reduced 9. The biggest buy was a new position in Interdigital (IDCC) and the biggest sale an exit from Wix.com (WIX).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001749611
- Portfolio Value
- $35.5M (Q2 2026)
- SEC Filing
- 0001420506-26-001575 ↗ filed Aug 13, 2026
Holdings Value
Holdings 11 stocks · $35.5M
| PI Impinj Inc. | 15.09% | 37,455 | $5.4M | Reduce -46.6% |
| SITM Sitime Corp. | 14.93% | 7,117 | $5.3M | Reduce -56.2% |
| EVER Everquote Inc. Class A | 11.05% | 165,094 | $3.9M | Reduce -44.4% |
| KRNT Kornit Digital Ltd. | 9.94% | 217,403 | $3.5M | Reduce -8.8% |
| IDCC Interdigital Inc. | 8.92% | 11,200 | $3.2M | New |
| FN Fabrinet | 8.48% | 5,363 | $3.0M | Reduce -58.8% |
| AMPL Amplitude Inc. Class A | 7.89% | 366,751 | $2.8M | Add +15.0% |
| ESTC Elastic NV | 7.46% | 46,507 | $2.7M | Reduce -62.0% |
| TWLO Twilio Inc. Class A | 6.97% | 11,999 | $2.5M | Reduce -67.6% |
| AMBQ Ambiq Micro Inc. | 4.78% | 19,225 | $1.7M | Reduce -9.4% |
| HLIT Harmonic Inc. | 4.49% | 97,755 | $1.6M | Reduce -82.7% |
Portfolio Sells Q1 2026 → Q2 2026
| WIX Wix.com Ltd. | Sold out | 0.00% | −12.73 |
| HLIT Harmonic Inc. | Reduce -82.7% | 4.49% | −5.08 |
| FN Fabrinet | Reduce -58.8% | 8.48% | −4.33 |
| ESTC Elastic NV | Reduce -62.0% | 7.46% | −4.10 |
| TWLO Twilio Inc. Class A | Reduce -67.6% | 6.97% | −1.82 |
| PI Impinj Inc. | Reduce -46.6% | 15.09% | +1.49 |
| EVER Everquote Inc. Class A | Reduce -44.4% | 11.05% | +2.41 |
| KRNT Kornit Digital Ltd. | Reduce -8.8% | 9.94% | +3.34 |
| AMBQ Ambiq Micro Inc. | Reduce -9.4% | 4.78% | +3.76 |
| SITM Sitime Corp. | Reduce -56.2% | 14.93% | +4.35 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $35.5M | PI, SITM, EVER, KRNT, IDCC |
| Q1 2026 | 11 | $53.0M | PI, FN, WIX, ESTC, SITM |
| Q4 2025 | 11 | $104.7M | TWLO, PI, ESTC, SITM, HLIT |
| Q3 2025 | 12 | $150.9M | PI, TWLO, TRIP, EVER, SITM |
| Q2 2025 | 11 | $140.9M | FN, PI, TWLO, TRIP, ESTC |
| Q1 2025 | 11 | $142.9M | FN, PI, SITM, TWLO, TRIP |
| Q4 2024 | 11 | $158.3M | FN, TWLO, HLIT, SITM, ALAB |
| Q3 2024 | 11 | $167.3M | FN, HLIT, TWLO, ESTC, SITM |
| Q2 2024 | 10 | $156.1M | FN, HLIT, ESTC, JAMF, MITK |
| Q1 2024 | 11 | $180.6M | PI, FN, HLIT, TWLO, MITK |