Filed: 5/13/2026ACC: 0001420506-26-000971
📋 What this filing means
TORONADO PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $53.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$53.00M
Total AUM (reported)
1.77M
Total Shares
Allocation by class
COM$30.81M58.1%
SHS$10.24M19.3%
COM CL A$6.75M12.7%
CL A$4.66M8.8%
COMMON STOCK$539.3K1.0%
Portfolio Concentration
Top 3$20.75M39.1%
4–10$31.71M59.8%
11–25$539.3K1.0%
Top 3 weight
39.1%
Top 10 weight
99.0%
Voting Authority Distribution
Total shares with voting rights: 1.77M
Sole
Full voting authority
1.77M
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:
IMPINJ INC
SOLEShares70.21K
TypeSH
Market value$7.21M
13.60%
Sole
70.21K
Shared
0.00
None
0.00
FABRINET SHS
SOLEShares13.02K
TypeSH
Market value$6.79M
12.81%
Sole
13.02K
Shared
0.00
None
0.00
WIX COM LTD
SOLEShares74.92K
TypeSH
Market value$6.75M
12.73%
Sole
74.92K
Shared
0.00
None
0.00
ELASTIC NV
SOLEShares122.55K
TypeSH
Market value$6.13M
11.56%
Sole
122.55K
Shared
0.00
None
0.00
SITIME CORP
SOLEShares16.24K
TypeSH
Market value$5.61M
10.58%
Sole
16.24K
Shared
0.00
None
0.00
HARMONIC
SOLEShares565.07K
TypeSH
Market value$5.07M
9.57%
Sole
565.07K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares37K
TypeSH
Market value$4.66M
8.78%
Sole
37K
Shared
0.00
None
0.00
EVERQUOTE INC
SOLEShares297.02K
TypeSH
Market value$4.58M
8.64%
Sole
297.02K
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
SOLEShares238.44K
TypeSH
Market value$3.50M
6.59%
Sole
238.44K
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares318.82K
TypeSH
Market value$2.17M
4.10%
Sole
318.82K
Shared
0.00
None
0.00
AMBIQ MICRO INC
SOLEShares21.22K
TypeSH
Market value$539.3K
1.02%
Sole
21.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IMPINJ INCSOLE | COM | 70.21K | SH | $7.21M 13.60% | 70.21K | 0.00 | 0.00 |
FABRINET SHSSOLE | COM | 13.02K | SH | $6.79M 12.81% | 13.02K | 0.00 | 0.00 |
WIX COM LTDSOLE | SHS | 74.92K | SH | $6.75M 12.73% | 74.92K | 0.00 | 0.00 |
ELASTIC NVSOLE | COM | 122.55K | SH | $6.13M 11.56% | 122.55K | 0.00 | 0.00 |
SITIME CORPSOLE | COM | 16.24K | SH | $5.61M 10.58% | 16.24K | 0.00 | 0.00 |
HARMONICSOLE | COM | 565.07K | SH | $5.07M 9.57% | 565.07K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 37K | SH | $4.66M 8.78% | 37K | 0.00 | 0.00 |
EVERQUOTE INCSOLE | COM CL A | 297.02K | SH | $4.58M 8.64% | 297.02K | 0.00 | 0.00 |
KORNIT DIGITAL LTDSOLE | SHS | 238.44K | SH | $3.50M 6.59% | 238.44K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 318.82K | SH | $2.17M 4.10% | 318.82K | 0.00 | 0.00 |
AMBIQ MICRO INCSOLE | COMMON STOCK | 21.22K | SH | $539.3K 1.02% | 21.22K | 0.00 | 0.00 |