Toronado Partners, LLC
Net seller this quarter
$35.5M
11
-$36.4M
95.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PI | $5.36M | 15.09% | 0.12% | -46.7% | Q4 2018 |
 SITM | $5.31M | 14.93% | 0.03% | -56.2% | Q4 2022 |
 EVER | $3.93M | 11.05% | Not reported | -44.4% | Q4 2023 |
 KRNT | $3.53M | 9.94% | 0.47% | -8.8% | Q1 2026 |
 IDCC | $3.17M | 8.92% | 0.04% | Not reported | Q4 2019 |
 FN | $3.01M | 8.48% | 0.02% | -58.8% | Q2 2023 |
 AMPL | $2.81M | 7.89% | Not reported | +15.0% | Q1 2022 |
 ESTC | $2.65M | 7.46% | 0.04% | -62.1% | Q3 2022 |
 TWLO | $2.48M | 6.97% | 0.01% | -67.6% | Q4 2018 |
 AMBQ | $1.7M | 4.78% | 0.08% | -9.4% | Q1 2026 |
 HLIT | $1.6M | 4.49% | 0.09% | -82.7% | Q2 2023 |
| Q1 2026 | |||||
| PI | $7.21M | 13.60% | 0.23% | +2.1% | Q4 2018 |
| FN | $6.79M | 12.81% | 0.04% | -26.3% | Q2 2023 |
 WIX | $6.75M | 12.73% | 0.14% | +35.5% | Q4 2025 |
| ESTC | $6.13M | 11.56% | 0.12% | -13.4% | Q3 2022 |
| SITM | $5.61M | 10.58% | 0.06% | -46.0% | Q4 2022 |
| HLIT | $5.07M | 9.57% | 0.51% | -44.0% | Q2 2023 |
| TWLO | $4.66M | 8.78% | 0.02% | -64.7% | Q4 2018 |
| EVER | $4.58M | 8.64% | Not reported | +2.2% | Q4 2023 |
| KRNT | $3.5M | 6.59% | 0.52% | New | Q1 2026 |
| AMPL | $2.17M | 4.10% | Not reported | -58.9% | Q1 2022 |
| AMBQ | $539K | 1.02% | 0.10% | New | Q1 2026 |
| Q4 2025 | |||||
| TWLO | $14.9M | 14.22% | 0.07% | -40.6% | Q4 2018 |
| PI | $12M | 11.43% | 0.23% | -31.8% | Q4 2018 |
| ESTC | $10.7M | 10.20% | 0.13% | +9.3% | Q3 2022 |
| SITM | $10.6M | 10.16% | 0.11% | -26.2% | Q4 2022 |
| HLIT | $9.98M | 9.53% | 0.91% | -16.3% | Q2 2023 |
| AMPL | $8.98M | 8.58% | Not reported | -20.1% | Q1 2022 |
 TRIP | $8.4M | 8.02% | 0.50% | -31.6% | Q4 2024 |
| FN | $8.04M | 7.68% | 0.05% | -46.7% | Q2 2023 |
| EVER | $7.84M | 7.49% | Not reported | -50.5% | Q4 2023 |
 STUB | $7.52M | 7.18% | Not reported | +27.7% | Q3 2025 |
| WIX | $5.75M | 5.49% | 0.10% | New | Q4 2025 |
| Q3 2025 | |||||
| PI | $18.2M | 12.08% | 0.33% | -49.0% | Q4 2018 |
| TWLO | $17.6M | 11.69% | 0.11% | +22.7% | Q4 2018 |
| TRIP | $13.7M | 9.09% | 0.72% | -14.8% | Q4 2024 |
| EVER | $13.4M | 8.91% | Not reported | +10.5% | Q4 2023 |
| SITM | $12.3M | 8.15% | 0.16% | -31.2% | Q4 2022 |
| HLIT | $12.3M | 8.13% | 1.07% | +0.7% | Q2 2023 |
| FN | $12.1M | 8.02% | 0.09% | -60.7% | Q2 2023 |
| JAMF | $11.9M | 7.87% | 0.83% | +23.1% | Q1 2024 |
| ESTC | $10.9M | 7.26% | 0.12% | -15.4% | Q3 2022 |
 ENPH | $10.7M | 7.07% | 0.23% | New | Q3 2025 |
| AMPL | $10.4M | 6.90% | Not reported | +236.4% | Q1 2022 |
| STUB | $7.33M | 4.86% | Not reported | New | Q3 2025 |