Toronado Partners, LLC
13F Reported Value
ⓘ$53.0M
Holdings
11
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Toronado Partners, LLC disclosed 11 positions worth $53.0M in its Form 13F-HR for Q1 2026, led by $PI (IMPINJ INC) at 13.6% of the equity portfolio, followed by $FN and $WIX. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $KRNT and a full exit from $TRIP. The portfolio is most concentrated in Technology (93.4% of disclosed assets). All figures are sourced directly from Toronado Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1749611.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 35.3#2,148
Quality
$7.2M70,207 sh - 72.4#227
Quality
$6.8M13,021 sh - —
Quality
$6.7M74,924 sh - —
Quality
$6.1M122,548 sh - 44.6
Quality
$5.6M16,242 sh - 53.0
Quality
$5.1M565,065 sh - 59.5
Quality
$4.7M36,999 sh - 72.3
Quality
$4.6M297,024 sh - —
Quality
$3.5M238,437 sh - 34.5
Quality
$2.2M318,823 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 IMPINJ INC$PI | 35.3#2,148 | $7.2M | 70,207 |
 Fabrinet$FN | 72.4#227 | $6.8M | 13,021 |
 Wix.com Ltd.$WIX | — | $6.7M | 74,924 |
 Elastic N.V.$ESTC | — | $6.1M | 122,548 |
 SITIME Corp$SITM | 44.6 | $5.6M | 16,242 |
 HARMONIC INC.$HLIT | 53.0 | $5.1M | 565,065 |
 TWILIO INC$TWLO | 59.5 | $4.7M | 36,999 |
 EverQuote, Inc.$EVER | 72.3 | $4.6M | 297,024 |
 Kornit Digital Ltd.$KRNT | — | $3.5M | 238,437 |
 Amplitude, Inc.$AMPL | 34.5 | $2.2M | 318,823 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Toronado Partners, LLC's 11 positions.
Showing top 10 of 11 holdings.
Sector Allocation
Technology
$49.5M
Industrials
$3.5M
Full Holdings — Toronado Partners, LLC (Q1 2026)
All 11 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PI | IMPINJ INC | $7.2M | 13.6% | +2% | 35.3 |
| 2 | $FN | Fabrinet | $6.8M | 12.8% | -26% | 72.4 |
| 3 | $WIX | Wix.com Ltd. | $6.7M | 12.7% | +35% | — |
| 4 | $ESTC | Elastic N.V. | $6.1M | 11.6% | -13% | — |
| 5 | $SITM | SITIME Corp | $5.6M | 10.6% | -46% | 44.6 |
| 6 | $HLIT | HARMONIC INC. | $5.1M | 9.6% | -44% | 53 |
| 7 | $TWLO | TWILIO INC | $4.7M | 8.8% | -65% | 59.5 |
| 8 | $EVER | EverQuote, Inc. | $4.6M | 8.6% | +2% | 72.3 |
| 9 | $KRNT | Kornit Digital Ltd. | $3.5M | 6.6% | NEW | — |
| 10 | $AMPL | Amplitude, Inc. | $2.2M | 4.1% | -59% | 34.5 |
| 11 |  $AMBQ | Ambiq Micro, Inc. | $539,251 | 1.0% | NEW | 46.3 |
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AI-Powered Hedge Fund Analysis: Toronado Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Toronado Partners, LLC (SEC CIK: 1749611), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Toronado Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.