Filed: 11/13/2025ACC: 0001420506-25-003183
📋 What this filing means
TORONADO PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $150.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$150.86M
Total AUM (reported)
5.93M
Total Shares
Allocation by class
COM$79.02M52.4%
CL A$24.96M16.5%
COM CL A$23.84M15.8%
SHS$12.09M8.0%
ORD SHS$10.95M7.3%
Portfolio Concentration
Top 3$49.57M32.9%
4–10$83.56M55.4%
11–25$17.73M11.8%
Top 3 weight
32.9%
Top 10 weight
88.2%
Voting Authority Distribution
Total shares with voting rights: 5.93M
Sole
Full voting authority
5.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
IMPINJ INC
SOLEShares100.80K
TypeSH
Market value$18.22M
12.08%
Sole
100.80K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares176.18K
TypeSH
Market value$17.63M
11.69%
Sole
176.18K
Shared
0.00
None
0.00
TRIPADVISOR INC
SOLEShares843.65K
TypeSH
Market value$13.72M
9.09%
Sole
843.65K
Shared
0.00
None
0.00
EVERQUOTE INC
SOLEShares587.44K
TypeSH
Market value$13.43M
8.91%
Sole
587.44K
Shared
0.00
None
0.00
SITIME CORP
SOLEShares40.78K
TypeSH
Market value$12.29M
8.15%
Sole
40.78K
Shared
0.00
None
0.00
HARMONIC INC
SOLEShares1.20M
TypeSH
Market value$12.26M
8.13%
Sole
1.20M
Shared
0.00
None
0.00
FABRINET
SOLEShares33.17K
TypeSH
Market value$12.09M
8.02%
Sole
33.17K
Shared
0.00
None
0.00
JAMF HLDG CORP
SOLEShares1.11M
TypeSH
Market value$11.87M
7.87%
Sole
1.11M
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares129.55K
TypeSH
Market value$10.95M
7.26%
Sole
129.55K
Shared
0.00
None
0.00
ENPHASE ENERGY INC
SOLEShares301.38K
TypeSH
Market value$10.67M
7.07%
Sole
301.38K
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares970.34K
TypeSH
Market value$10.40M
6.90%
Sole
970.34K
Shared
0.00
None
0.00
STUBHUB HLDGS INC
SOLEShares435.33K
TypeSH
Market value$7.33M
4.86%
Sole
435.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IMPINJ INCSOLE | COM | 100.80K | SH | $18.22M 12.08% | 100.80K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 176.18K | SH | $17.63M 11.69% | 176.18K | 0.00 | 0.00 |
TRIPADVISOR INCSOLE | COM | 843.65K | SH | $13.72M 9.09% | 843.65K | 0.00 | 0.00 |
EVERQUOTE INCSOLE | COM CL A | 587.44K | SH | $13.43M 8.91% | 587.44K | 0.00 | 0.00 |
SITIME CORPSOLE | COM | 40.78K | SH | $12.29M 8.15% | 40.78K | 0.00 | 0.00 |
HARMONIC INCSOLE | COM | 1.20M | SH | $12.26M 8.13% | 1.20M | 0.00 | 0.00 |
FABRINETSOLE | SHS | 33.17K | SH | $12.09M 8.02% | 33.17K | 0.00 | 0.00 |
JAMF HLDG CORPSOLE | COM | 1.11M | SH | $11.87M 7.87% | 1.11M | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 129.55K | SH | $10.95M 7.26% | 129.55K | 0.00 | 0.00 |
ENPHASE ENERGY INCSOLE | COM | 301.38K | SH | $10.67M 7.07% | 301.38K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 970.34K | SH | $10.40M 6.90% | 970.34K | 0.00 | 0.00 |
STUBHUB HLDGS INCSOLE | CL A | 435.33K | SH | $7.33M 4.86% | 435.33K | 0.00 | 0.00 |