Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Toronado Partners, LLC (CIK 1749611) reported $53.0M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PI ($7.2M, 13.60%), FN ($6.8M, 12.81%), WIX ($6.7M, 12.73%), ESTC ($6.1M, 11.56%), SITM ($5.6M, 10.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PI | IMPINJ INC | $7.2M | 13.60% | 70,207 | Added |
| 2 | FN | FABRINET SHS | $6.8M | 12.81% | 13,021 | Trimmed |
| 3 | WIX | WIX COM LTD | $6.7M | 12.73% | 74,924 | Added |
| 4 | ESTC | ELASTIC NV | $6.1M | 11.56% | 122,548 | Trimmed |
| 5 | SITM | SITIME CORP | $5.6M | 10.58% | 16,242 | Trimmed |
| 6 | HLIT | HARMONIC | $5.1M | 9.57% | 565,065 | Trimmed |
| 7 | TWLO | TWILIO INC | $4.7M | 8.78% | 36,999 | Trimmed |
| 8 | EVER | EVERQUOTE INC | $4.6M | 8.64% | 297,024 | Added |
| 9 | KRNT | KORNIT DIGITAL LTD | $3.5M | 6.59% | 238,437 | New |
| 10 | AMPL | AMPLITUDE INC | $2.2M | 4.10% | 318,823 | Trimmed |
| 11 | AMBIQ MICRO INC | $539,251 | 1.02% | 21,222 | New | |
| 12 | STUBHUB HLDGS INC | $0 | 0.00% | 0 | Exited | |
| 13 | TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31