StockDriftsStockDriftsTop 11 Toronado Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PI | IMPINJ INC | 13.6% | 70.2K | $7.2M | +2.08%(+1.43K) | $111.83(+29.33%) | 2026-03-31 | |
| FN | FABRINET SHS | 12.81% | 13.0K | $6.8M | -26.30%(-4.65K) | $153.19(+387.29%) | 2026-03-31 | |
| WIX | WIX COM LTD | 12.73% | 74.9K | $6.7M | +35.49%(+19.62K) | $129.29(-59.23%) | 2026-03-31 | |
| ESTC | ELASTIC NV | 11.56% | 122.5K | $6.1M | -13.42%(-19.00K) | $80.52(-38.18%) | 2026-03-31 | |
| SITM | SITIME CORP | 10.58% | 16.2K | $5.6M | -46.04%(-13.86K) | $139.15(+489.45%) | 2026-03-31 | |
| HLIT | HARMONIC | 9.57% | 565.1K | $5.1M | -43.98%(-443.62K) | $13.49(-1.13%) | 2026-03-31 | |
| TWLO | TWILIO INC | 8.78% | 37.0K | $4.7M | -64.65%(-67.66K) | $92.73(+113.57%) | 2026-03-31 | |
| EVER | EVERQUOTE INC | 8.64% | 297.0K | $4.6M | +2.23%(+6.47K) | $16.35(+6.23%) | 2026-03-31 | |
| KRNT | KORNIT DIGITAL LTD | 6.59% | 238.4K | $3.5M | new | $14.52(+9.02%) | 2026-03-31 | |
| AMPL | AMPLITUDE INC | 4.1% | 318.8K | $2.2M | -58.89%(-456.75K) | $11.53(-46.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.97% | +119.53% |
| Top 20 Holdings Unweighted | +26.33% | +101.62% |
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