Filed: 2/12/2026ACC: 0001420506-26-000319
📋 What this filing means
TORONADO PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $104.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$104.67M
Total AUM (reported)
3.63M
Total Shares
Allocation by class
COM$40.97M39.1%
CL A$22.41M21.4%
COM CL A$16.83M16.1%
SHS$13.79M13.2%
ORD SHS$10.68M10.2%
Portfolio Concentration
Top 3$37.53M35.9%
4–10$61.39M58.7%
11–25$5.75M5.5%
Top 3 weight
35.9%
Top 10 weight
94.5%
Voting Authority Distribution
Total shares with voting rights: 3.63M
Sole
Full voting authority
3.63M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
TWILIO INC
SOLEShares104.66K
TypeSH
Market value$14.89M
14.22%
Sole
104.66K
Shared
0.00
None
0.00
IMPINJ INC
SOLEShares68.78K
TypeSH
Market value$11.97M
11.43%
Sole
68.78K
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares141.55K
TypeSH
Market value$10.68M
10.20%
Sole
141.55K
Shared
0.00
None
0.00
SITIME CORP
SOLEShares30.10K
TypeSH
Market value$10.63M
10.16%
Sole
30.10K
Shared
0.00
None
0.00
HARMONIC INC
SOLEShares1.01M
TypeSH
Market value$9.98M
9.53%
Sole
1.01M
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares775.57K
TypeSH
Market value$8.98M
8.58%
Sole
775.57K
Shared
0.00
None
0.00
TRIPADVISOR INC
SOLEShares576.72K
TypeSH
Market value$8.40M
8.02%
Sole
576.72K
Shared
0.00
None
0.00
FABRINET
SOLEShares17.67K
TypeSH
Market value$8.04M
7.68%
Sole
17.67K
Shared
0.00
None
0.00
EVERQUOTE INC
SOLEShares290.55K
TypeSH
Market value$7.84M
7.49%
Sole
290.55K
Shared
0.00
None
0.00
STUBHUB HLDGS INC
SOLEShares555.71K
TypeSH
Market value$7.52M
7.18%
Sole
555.71K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares55.30K
TypeSH
Market value$5.75M
5.49%
Sole
55.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TWILIO INCSOLE | CL A | 104.66K | SH | $14.89M 14.22% | 104.66K | 0.00 | 0.00 |
IMPINJ INCSOLE | COM | 68.78K | SH | $11.97M 11.43% | 68.78K | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 141.55K | SH | $10.68M 10.20% | 141.55K | 0.00 | 0.00 |
SITIME CORPSOLE | COM | 30.10K | SH | $10.63M 10.16% | 30.10K | 0.00 | 0.00 |
HARMONIC INCSOLE | COM | 1.01M | SH | $9.98M 9.53% | 1.01M | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 775.57K | SH | $8.98M 8.58% | 775.57K | 0.00 | 0.00 |
TRIPADVISOR INCSOLE | COM | 576.72K | SH | $8.40M 8.02% | 576.72K | 0.00 | 0.00 |
FABRINETSOLE | SHS | 17.67K | SH | $8.04M 7.68% | 17.67K | 0.00 | 0.00 |
EVERQUOTE INCSOLE | COM CL A | 290.55K | SH | $7.84M 7.49% | 290.55K | 0.00 | 0.00 |
STUBHUB HLDGS INCSOLE | CL A | 555.71K | SH | $7.52M 7.18% | 555.71K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 55.30K | SH | $5.75M 5.49% | 55.30K | 0.00 | 0.00 |