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Toronado Partners, LLC
hedge fundUpdated 29 days agoManaged by Toronado Partners, Llc • Latest filing Q2 2026
Portfolio value
$35.5M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-29.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 15 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2022 | $261M |
| Q1 2023 | $273.4M |
| Q2 2023 | $230.7M |
| Q3 2023 | $176.4M |
| Q4 2023 | $190.2M |
| Q1 2024 | $180.6M |
| Q2 2024 | $156.1M |
| Q3 2024 | $167.3M |
| Q4 2024 | $158.3M |
| Q1 2025 | $142.9M |
| Q2 2025 | $140.9M |
| Q3 2025 | $150.9M |
| Q4 2025 | $104.7M |
| Q1 2026 | $53M |
| Q2 2026 | $35.5M |
Top holdings
11 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PI IMPINJ INC | $5.4M | 37.5K | 15.09% | — |
| 2 | S SITM SITIME CORP | $5.3M | 7.1K | 14.93% | — |
| 3 | E EVER EVERQUOTE INC | $3.9M | 165.1K | 11.05% | — |
| 4 | K KRNT KORNIT DIGITAL LTD | $3.5M | 217.4K | 9.94% | — |
| 5 | I IDCC INTERDIGITAL INC | $3.2M | 11.2K | 8.92% | — |
| 6 | F FN FABRINET SHS | $3M | 5.4K | 8.48% | — |
| 7 | A AMPL AMPLITUDE INC | $2.8M | 366.8K | 7.89% | — |
| 8 | E ESTC ELASTIC NV | $2.7M | 46.5K | 7.46% | — |
| 9 | T TWLO TWILIO INC | $2.5M | 12.0K | 6.97% | — |
| 10 | ? N/A AMBIQ MICRO INC | $1.7M | 19.2K | 4.78% | — |
| 11 | H HLIT HARMONIC | $1.6M | 97.8K | 4.49% | — |