2026 Q2 Portfolio Activity
In 2026 Q2, Toronado Partners, LLC maintained a portfolio of 12 distinct positions. The most significant new addition was INTERDIGITAL INC, now representing 8.92% of the total fund value. They heavily accumulated shares in AMPLITUDE INC, increasing the position by 15.0%. Conversely, Toronado Partners, LLC completely exited their position in WIX COM LTD.
Position History
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Total Positions
12
Quarter
2026 Q2
Top Holding
PI (15.1%)
Top 10 Concentration
95.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
Toronado Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PI
IMPINJ INC
|
Technology | 15.09% | 13.60% |
#1
Prev: #1
|
6.0 |
—
|
-32,752 | -46.7% |
P
S
|
37,455 | $5,364,680 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SITM
SITIME CORP
|
Technology | 14.93% | 10.58% |
#2
3
Prev: #5
|
5.5 |
—
|
-9,125 | -56.2% |
P
S
|
7,117 | $5,306,151 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EVER
EVERQUOTE INC
|
Communication Services | 11.05% | 8.64% |
#3
5
Prev: #8
|
5.0 |
—
|
-131,930 | -44.4% |
P
S
|
165,094 | $3,927,586 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
KRNT
KORNIT DIGITAL ...
|
Industrials | 9.94% | 6.59% |
#4
5
Prev: #9
|
5.0 |
—
|
-21,034 | -8.8% |
P
S
|
217,403 | $3,532,799 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IDCC
INTERDIGITAL IN...
|
Technology | 8.92% | — |
#5
Prev: #—
|
7.6 |
—
|
11,200 | — |
NEW
|
11,200 | $3,171,056 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FN
FABRINET SHS
|
Technology | 8.48% | 12.81% |
#6
4
Prev: #2
|
3.4 |
—
|
-7,658 | -58.8% |
P
S
|
5,363 | $3,014,435 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMPL
AMPLITUDE INC
|
Technology | 7.89% | 4.10% |
#7
3
Prev: #10
|
5.2 |
—
|
47,928 | 15.0% |
P
S
|
366,751 | $2,805,645 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ESTC
ELASTIC NV
|
Technology | 7.46% | 11.56% |
#8
4
Prev: #4
|
3.0 |
—
|
-76,041 | -62.0% |
P
S
|
46,507 | $2,651,829 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TWLO
TWILIO INC
|
Technology | 6.97% | 8.78% |
#9
2
Prev: #7
|
2.8 |
—
|
-25,000 | -67.6% |
P
S
|
11,999 | $2,475,754 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AMBQ
AMBIQ MICRO INC
|
Technology | 4.78% | 1.02% |
#10
1
Prev: #11
|
2.4 |
—
|
-1,997 | -9.4% |
P
S
|
19,225 | $1,697,568 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
HLIT
HARMONIC
|
Technology | 4.49% | 9.57% |
#11
5
Prev: #6
|
1.8 |
—
|
-467,310 | -82.7% |
P
S
|
97,755 | $1,596,339 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WIX
WIX COM LTD
|
Technology | 0.00% | 12.73% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-74,924 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-12 of 12 holdings