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Toronado Partners, LLC Top Holdings and 13F Report (2025)

About Toronado Partners, LLC

Investment Activity

  • Toronado Partners, LLC has $35.54 million in total holdings as of December 31, 2024.
  • Toronado Partners, LLC owns shares of 11 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 9.95% of the portfolio was purchased this quarter.
  • About 121.90% of the portfolio was sold this quarter.
  • This quarter, Toronado Partners, LLC has purchased 11 new stocks and bought additional shares in 1 stock.
  • Toronado Partners, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Impinj
$5,364,680
SiTime
$5,306,151
EverQuote
$3,927,586
Kornit Digital
$3,532,799
InterDigital
$3,171,056

Largest New Holdings this Quarter

45867G101 - InterDigital
$3,171,056 Holding

Largest Purchases this Quarter

InterDigital
11,200 shares (about $3.17M)
Amplitude
47,928 shares (about $366.65K)

Largest Sales this Quarter

Harmonic
467,310 shares (about $7.63M)
SiTime
9,125 shares (about $6.80M)
Twilio
25,000 shares (about $5.16M)
Impinj
32,752 shares (about $4.69M)
Elastic
76,041 shares (about $4.34M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofToronado Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Impinj, Inc. stock logo
PI
Impinj
$5,364,680$4,691,069 â–¼-46.7%37,45515.1%Technology
SiTime Corporation stock logo
SITM
SiTime
$5,306,151$6,803,236 â–¼-56.2%7,11714.9%Technology
EverQuote, Inc. stock logo
EVER
EverQuote
$3,927,586$3,138,614 â–¼-44.4%165,09411.0%Communication Services
Kornit Digital Ltd. stock logo
KRNT
Kornit Digital
$3,532,799$341,803 â–¼-8.8%217,4039.9%Industrials
InterDigital, Inc. stock logo
IDCC
InterDigital
$3,171,056$3,171,056 â–²New Holding11,2008.9%Technology
Fabrinet stock logo
FN
Fabrinet
$3,014,435$4,304,409 â–¼-58.8%5,3638.5%Technology
Amplitude, Inc. stock logo
AMPL
Amplitude
$2,805,645$366,649 â–²15.0%366,7517.9%Technology
Elastic N.V. stock logo
ESTC
Elastic
$2,651,829$4,335,858 â–¼-62.0%46,5077.5%Technology
Twilio Inc. stock logo
TWLO
Twilio
$2,475,754$5,158,251 â–¼-67.6%11,9997.0%Technology
AMBIQ MICRO INC
$1,697,568$176,335 â–¼-9.4%19,2254.8%COMMON STOCK
Harmonic Inc. stock logo
HLIT
Harmonic
$1,596,339$7,631,172 â–¼-82.7%97,7554.5%Technology
Wix.com Ltd. stock logo
WIX
Wix.com
$0$6,748,405 â–¼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
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