Toronado Partners, LLC reported 11 positions worth $35.54M for the quarter ended Jun 30, 2026, down 32.9% on the prior quarter. It opened 1 new position, added to 1, trimmed 9 and exited 1. Its largest holding is Impinj Inc at 15.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HLIT Harmonic Inc. | -467.3K | -82.7% | $7.63M | 4.49% |
| SITM SITIME Corp | -9,125 | -56.2% | $6.80M | 14.93% |
| WIX Wix.com Ltd. | -74.9K | -100.0% | $6.75M | Exited |
| TWLO Twilio Inc | -25.0K | -67.6% | $5.16M | 6.97% |
| PI Impinj Inc | -32.8K | -46.7% | $4.69M | 15.09% |
| ESTC Elastic N.V. | -76.0K | -62.0% | $4.34M | 7.46% |
| FN Fabrinet | -7,658 | -58.8% | $4.30M | 8.48% |
| EVER EverQuote, Inc. | -131.9K | -44.4% | $3.14M | 11.05% |
| KRNT Kornit Digital Ltd. | -21.0K | -8.8% | $341.80K | 9.94% |
| AMBQ Ambiq Micro, Inc. | -1,997 | -9.4% | $176.34K | 4.78% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| IDCC InterDigital, Inc. | +11.2K | $3.17M | 8.92% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| WIX Wix.com Ltd. | -74.9K | $6.75M | 12.73% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PI Impinj Inc | Technology | 37.5K | $5.36M | 15.09% | -32.8K | -46.7% | Reduced | 0.12% |
| 2 | SITM SITIME Corp | Technology | 7,117 | $5.31M | 14.93% | -9,125 | -56.2% | Reduced | 0.03% |
| 3 | EVER EverQuote, Inc. | Technology | 165.1K | $3.93M | 11.05% | -131.9K | -44.4% | Reduced | 0.52% |
| 4 | KRNT Kornit Digital Ltd. | Industrials | 217.4K | $3.53M | 9.94% | -21.0K | -8.8% | Reduced | 0.48% |
| 5 | IDCC InterDigital, Inc. | Technology | 11.2K | $3.17M | 8.92% | +11.2K | – | New | 0.04% |
| 6 | FN Fabrinet | Technology | 5,363 | $3.01M | 8.48% | -7,658 | -58.8% | Reduced | 0.01% |
| 7 | AMPL Amplitude, Inc. | Technology | 366.8K | $2.81M | 7.89% | +47.9K | +15.0% | Added | 0.36% |
| 8 | ESTC Elastic N.V. | Technology | 46.5K | $2.65M | 7.46% | -76.0K | -62.0% | Reduced | 0.04% |
| 9 | TWLO Twilio Inc | Technology | 12.0K | $2.48M | 6.97% | -25.0K | -67.6% | Reduced | 0.01% |
| 10 | AMBQ Ambiq Micro, Inc. | Technology | 19.2K | $1.70M | 4.78% | -1,997 | -9.4% | Reduced | 0.08% |
| 11 | HLIT Harmonic Inc. | Technology | 97.8K | $1.60M | 4.49% | -467.3K | -82.7% | Reduced | 0.09% |
Tip. Select a row to see that position’s full history at Toronado Partners.
As of its Q2 2026 13F filing, Toronado Partners, LLC’s five largest positions were Impinj Inc (PI) at 15.1%, SITIME Corp (SITM) at 14.9%, EverQuote, Inc. (EVER) at 11.1%, Kornit Digital Ltd. (KRNT) at 9.9%, InterDigital, Inc. (IDCC) at 8.9% of the reported portfolio.
Toronado Partners, LLC reported a 13F portfolio worth $35.54M across 11 positions for Q2 2026. That is down 32.9% from the previous quarter.
Its largest purchases by value were InterDigital, Inc. ($3.17M), Amplitude, Inc. ($366.65K). It opened 1 new positions.
Its largest sales by value were Harmonic Inc. ($7.63M), SITIME Corp ($6.80M), Wix.com Ltd. ($6.75M). It exited 1 positions entirely.
From the Form 13F-HR reports Toronado Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.