Toronado Partners, LLC

CIK 0001749611 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Toronado Partners, LLC reported 11 positions worth $35.5M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: PI (15.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$35.5M
2026 Q2
Positions
11
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
95.5%
Est. Net Flow (Q)
2026 Q2
10 / 11 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1PIIMPINJ INCSH$5.4M15.09%37,455
2SITMSITIME CORPSH$5.3M14.93%7,117
3EVEREVERQUOTE INCSH$3.9M11.05%165,094
4KRNTKORNIT DIGITAL LTDSH$3.5M9.94%217,403
5IDCCINTERDIGITAL INCSH$3.2M8.92%11,200
6FNFABRINET SHSSH$3.0M8.48%5,363
7AMPLAMPLITUDE INCSH$2.8M7.89%366,751
8ESTCELASTIC NVSH$2.7M7.46%46,507
9TWLOTWILIO INCSH$2.5M6.97%11,999
10AMBQAMBIQ MICRO INCSH$1.7M4.78%19,225

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Toronado Partners, LLC hold as of Q2 2026?

Toronado Partners, LLC reported 11 positions worth $35.5M in its Q2 2026 13F filing. Largest positions: PI (15.1%), SITM (14.9%), EVER (11.0%), KRNT (9.9%) and IDCC (8.9%).

What did Toronado Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Toronado Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.