Toronado Partners, LLC
13F Reported Value
ⓘ$35.5M
Holdings
11
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Toronado Partners, LLC disclosed 11 positions worth $35.5M in its Form 13F-HR for Q2 2026, led by $PI (IMPINJ INC) at 15.1% of the equity portfolio, followed by $SITM and $EVER. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $IDCC and a full exit from $WIX. The portfolio is most concentrated in Technology (90.1% 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
DiversifyingSector Allocation
13fpro.ai/research/fund/toronado-partners-llc-1749611
AUM History
13fpro.ai/research/fund/toronado-partners-llc-1749611
Top Equity Holdings by Value
13fpro.ai/research/fund/toronado-partners-llc-1749611
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 40.7#2,051
Quality
$5.4M37,455 sh - 66.0#428
Quality
$5.3M7,117 sh - 68.2#316
Quality
$3.9M165,094 sh - —
Quality
$3.5M217,403 sh - 64.7
Quality
$3.2M11,200 sh - 62.6
Quality
$3.0M5,363 sh - 35.1
Quality
$2.8M366,751 sh - 55.5
Quality
$2.7M46,507 sh - 70.3
Quality
$2.5M11,999 sh - 30.1
Quality
$1.7M19,225 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 40.7#2,051 | $5.4M | 37,455 | |
| 66.0#428 | $5.3M | 7,117 | |
| 68.2#316 | $3.9M | 165,094 | |
| — | $3.5M | 217,403 | |
| 64.7 | $3.2M | 11,200 | |
| 62.6 | $3.0M | 5,363 | |
| 35.1 | $2.8M | 366,751 | |
| 55.5 | $2.7M | 46,507 | |
| 70.3 | $2.5M | 11,999 | |
| 30.1 | $1.7M | 19,225 |
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
$32.0M
Industrials
$3.5M
Full Holdings — Toronado Partners, LLC (Q2 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 | IMPINJ INC | $5.4M | 15.1% | -47% | 40.7 | |
| 2 | SITIME Corp | $5.3M | 14.9% | -56% | 66 | |
| 3 | EverQuote, Inc. | $3.9M | 11.1% | -44% | 68.2 | |
| 4 | Kornit Digital Ltd. | $3.5M | 9.9% | -9% | — | |
| 5 | InterDigital, Inc. | $3.2M | 8.9% | NEW | 64.7 | |
| 6 | Fabrinet | $3.0M | 8.5% | -59% | 62.6 | |
| 7 | Amplitude, Inc. | $2.8M | 7.9% | +15% | 35.1 | |
| 8 | Elastic N.V. | $2.7M | 7.5% | -62% | 55.5 | |
| 9 | TWILIO INC | $2.5M | 7.0% | -68% | 70.3 | |
| 10 | Ambiq Micro, Inc. | $1.7M | 4.8% | -9% | 30.1 | |
| 11 | HARMONIC INC. | $1.6M | 4.5% | -83% | 23.1 |
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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.