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Toronado Partners, LLC

Sector-focusedMomentum followerQuality / disciplined sizing

Total reported value

$53.0M

Reporting period: 2026-03-31 · Number of holdings: 11

Toronado Partners, LLC disclosed 11 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $53.0M and a quarterly turnover rate of 78.3%.

Personality snowflake

Concentration
42.47
Portfolio Stability
78.32
Momentum/Contrarian
100
Sector conviction
100
Diversification
22
Sizing Uniformity
95.7

Recent moves

  • Add WIX

    +35.5%　$1.0M

  • Trim TWLO

    -64.6%　-$10.2M

  • Add FN

    -26.3%　-$1.3M

  • Trim AMPL

    -58.9%　-$6.8M

  • Add PI

    +2.1%　-$4.8M

  • Add VOO

    -13.4%　-$4.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1PIImpinj INCStock-Tech13.60%+2.17%+2.08%
2FNFabrinetStock-Tech12.81%+5.13%-26.30%
3WIXWix.com Ltd.Stock-Tech12.73%+7.24%+35.49%
4VOOVanguard S&P 500 ETFETF-Large Cap & Growth11.56%+1.36%-13.42%
5SITMSitime CORPStock-Tech10.58%+0.42%-46.04%
6HLITHarmonic INCStock-Other9.57%+0.04%-43.98%
7TWLOTwilio INC - AStock-Tech8.78%-5.44%-64.65%
8EVEREverquote INC - Class AStock-Other8.64%+1.15%+2.23%
9KRNTKornit Digital Ltd.Stock-Other6.59%+6.59%NEW
10AMPLAmplitude Inc-class AStock-Other4.10%-4.48%-58.89%
11AMBQAmbiq Micro INCStock-Other1.02%+1.02%NEW

Holding changes this quarter

Toronado Partners, LLC's most significant position changes for 2026-03-31: Sold out: Tripadvisor INC (TRIP); Sold out: Stubhub Holdings Inc-class A (STUB); New buy: Kornit Digital Ltd. (KRNT); New buy: Ambiq Micro INC (AMBQ); Add: Wix.com Ltd. (WIX) — shares +35.49%.

Position changes disclosed by Toronado Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1WIXWix.com Ltd.+7.2%+35.49%Add
2FNFabrinet+5.1%-26.30%Trim
3PIImpinj INC+2.2%+2.08%Add
4VOOVanguard S&P 500 ETF+1.4%-13.42%Trim
5EVEREverquote INC - Class A+1.2%+2.23%Add
6SITMSitime CORP+0.4%-46.04%Trim
7HLITHarmonic INC0%-43.98%Trim
8AMPLAmplitude Inc-class A-4.5%-58.89%Trim
9TWLOTwilio INC - A-5.4%-64.65%Trim
10TRIPTripadvisor INC—EXITSold out
11STUBStubhub Holdings Inc-class A—EXITSold out
12KRNTKornit Digital Ltd.—NEWNew buy
13AMBQAmbiq Micro INC—NEWNew buy

FAQ

What is Toronado Partners, LLC and what type of investor is it?
Toronado Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $53.0M, spread across 11 disclosed positions.
What are Toronado Partners, LLC's largest equity positions?
Based on the latest 13F filing, Toronado Partners, LLC's top holdings by market value are: 1. Impinj INC (PI) — $7.2M (13.6%) 2. Fabrinet (FN) — $6.8M (12.8%) 3. Wix.com Ltd. (WIX) — $6.7M (12.7%) 4. Vanguard S&P 500 ETF (VOO) — $6.1M (11.6%) 5. Sitime CORP (SITM) — $5.6M (10.6%)
What changes did Toronado Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Toronado Partners, LLC made 13 notable position adjustments: 2 new positions were initiated, 3 existing holdings were added to, 6 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Tripadvisor INC (TRIP); Sold out: Stubhub Holdings Inc-class A (STUB); New buy: Kornit Digital Ltd. (KRNT); New buy: Ambiq Micro INC (AMBQ); Add: Wix.com Ltd. (WIX) — shares +35.49%
What sectors does Toronado Partners, LLC focus on?
Toronado Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 100.0%