StockDriftsStockDriftsTop 11 Toronado Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PI | IMPINJ INC | 15.09% | 37.5K | $5.4M | -46.65%(-32.75K) | $111.83(+58.36%) | 2026-06-30 | |
| SITM | SITIME CORP | 14.93% | 7.1K | $5.3M | -56.18%(-9.12K) | $139.15(+397.58%) | 2026-06-30 | |
| EVER | EVERQUOTE INC | 11.05% | 165.1K | $3.9M | -44.42%(-131.93K) | $16.35(+50.75%) | 2026-06-30 | |
| KRNT | KORNIT DIGITAL LTD | 9.94% | 217.4K | $3.5M | -8.82%(-21.03K) | $14.52(+25.07%) | 2026-06-30 | |
| IDCC | INTERDIGITAL INC | 8.92% | 11.2K | $3.2M | new | $288.92(+21.64%) | 2026-06-30 | |
| FN | FABRINET SHS | 8.48% | 5.4K | $3.0M | -58.81%(-7.66K) | $153.19(+273.32%) | 2026-06-30 | |
| AMPL | AMPLITUDE INC | 7.89% | 366.8K | $2.8M | +15.03%(+47.93K) | $10.97(+13.61%) | 2026-06-30 | |
| ESTC | ELASTIC NV | 7.46% | 46.5K | $2.7M | -62.05%(-76.04K) | $80.52(-1.79%) | 2026-06-30 | |
| TWLO | TWILIO INC | 6.97% | 12.0K | $2.5M | -67.57%(-25.00K) | $92.73(+170.32%) | 2026-06-30 | |
| AMBQ | AMBIQ MICRO INC | 4.78% | 19.2K | $1.7M | -9.41%(-2.00K) | $26.95(+145.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +30.73% | +123.41% | +6.14% | +34.74% |
| Top 20 Holdings Unweighted | +32.37% | +131.95% | +5.55% | +31.03% |
Toronado Partners LLC reports $35.54M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are PI (15.1%), SITM (14.9%) and EVER (11.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +123.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Toronado Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1749611). View Toronado Partners LLC’s 13F filings on SEC