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

About Toronado Partners, LLC

Investment Activity

  • Toronado Partners, LLC has $53.00 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 11.41% of the portfolio was purchased this quarter.
  • About 74.88% of the portfolio was sold this quarter.
  • This quarter, Toronado Partners, LLC has purchased 11 new stocks and bought additional shares in 3 stocks.
  • Toronado Partners, LLC sold shares of 6 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Impinj
$7,210,259
Fabrinet
$6,790,712
Wix.com
$6,748,405
Elastic
$6,126,175
SiTime
$5,609,175

Largest New Holdings this Quarter

M6372Q113 - Kornit Digital
$3,495,486 Holding
023193105 - AMBIQ MICRO INC
$539,251 Holding

Largest Purchases this Quarter

Kornit Digital
238,437 shares (about $3.50M)
Wix.com
19,624 shares (about $1.77M)
AMBIQ MICRO INC
21,222 shares (about $539.25K)
Impinj
1,432 shares (about $147.07K)
EverQuote
6,475 shares (about $99.84K)

Largest Sales this Quarter

Twilio
67,664 shares (about $8.51M)
SiTime
13,860 shares (about $4.79M)
Harmonic
443,625 shares (about $3.98M)
Amplitude
456,750 shares (about $3.12M)
Fabrinet
4,646 shares (about $2.42M)

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
$7,210,259$147,066 â–²2.1%70,20713.6%Computer and Technology
Fabrinet stock logo
FN
Fabrinet
$6,790,712$2,422,982 â–¼-26.3%13,02112.8%Computer and Technology
Wix.com Ltd. stock logo
WIX
Wix.com
$6,748,405$1,767,534 â–²35.5%74,92412.7%Computer and Technology
Elastic N.V. stock logo
ESTC
Elastic
$6,126,175$949,810 â–¼-13.4%122,54811.6%Computer and Technology
SiTime Corporation stock logo
SITM
SiTime
$5,609,175$4,786,551 â–¼-46.0%16,24210.6%Computer and Technology
Harmonic Inc. stock logo
HLIT
Harmonic
$5,074,284$3,983,753 â–¼-44.0%565,0659.6%Computer and Technology
Twilio Inc. stock logo
TWLO
Twilio
$4,655,214$8,513,484 â–¼-64.6%36,9998.8%Computer and Technology
EverQuote, Inc. stock logo
EVER
EverQuote
$4,580,110$99,844 â–²2.2%297,0248.6%Finance
Kornit Digital Ltd. stock logo
KRNT
Kornit Digital
$3,495,486$3,495,486 â–²New Holding238,4376.6%Industrials
Amplitude, Inc. stock logo
AMPL
Amplitude
$2,174,373$3,115,035 â–¼-58.9%318,8234.1%Business Services
AMBIQ MICRO INC
$539,251$539,251 â–²New Holding21,2221.0%COMMON STOCK
TripAdvisor, Inc. stock logo
TRIP
TripAdvisor
$0$8,396,970 â–¼-100.0%00.0%Retail/Wholesale
STUBHUB HLDGS INC
$0$7,518,756 â–¼-100.0%00.0%CL A

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data