Filed: 8/13/2026ACC: 0001420506-26-001575
📋 What this filing means
TORONADO PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $35.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$35.54M
Total AUM (reported)
985.87K
Total Shares
Allocation by class
COM$21.10M59.4%
COM CL A$6.73M18.9%
SHS$3.53M9.9%
CL A$2.48M7.0%
COMMON STOCK$1.70M4.8%
Portfolio Concentration
Top 3$14.60M41.1%
4–10$19.35M54.4%
11–25$1.60M4.5%
Top 3 weight
41.1%
Top 10 weight
95.5%
Voting Authority Distribution
Total shares with voting rights: 985.87K
Sole
Full voting authority
985.87K
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
SOLEShares37.45K
TypeSH
Market value$5.36M
15.09%
Sole
37.45K
Shared
0.00
None
0.00
SITIME CORP
SOLEShares7.12K
TypeSH
Market value$5.31M
14.93%
Sole
7.12K
Shared
0.00
None
0.00
EVERQUOTE INC
SOLEShares165.09K
TypeSH
Market value$3.93M
11.05%
Sole
165.09K
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
SOLEShares217.40K
TypeSH
Market value$3.53M
9.94%
Sole
217.40K
Shared
0.00
None
0.00
INTERDIGITAL INC
SOLEShares11.20K
TypeSH
Market value$3.17M
8.92%
Sole
11.20K
Shared
0.00
None
0.00
FABRINET SHS
SOLEShares5.36K
TypeSH
Market value$3.01M
8.48%
Sole
5.36K
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares366.75K
TypeSH
Market value$2.81M
7.89%
Sole
366.75K
Shared
0.00
None
0.00
ELASTIC NV
SOLEShares46.51K
TypeSH
Market value$2.65M
7.46%
Sole
46.51K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares12K
TypeSH
Market value$2.48M
6.97%
Sole
12K
Shared
0.00
None
0.00
AMBIQ MICRO INC
SOLEShares19.23K
TypeSH
Market value$1.70M
4.78%
Sole
19.23K
Shared
0.00
None
0.00
HARMONIC
SOLEShares97.75K
TypeSH
Market value$1.60M
4.49%
Sole
97.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
IMPINJ INCSOLE | COM | 37.45K | SH | $5.36M 15.09% | 37.45K | 0.00 | 0.00 |
SITIME CORPSOLE | COM | 7.12K | SH | $5.31M 14.93% | 7.12K | 0.00 | 0.00 |
EVERQUOTE INCSOLE | COM CL A | 165.09K | SH | $3.93M 11.05% | 165.09K | 0.00 | 0.00 |
KORNIT DIGITAL LTDSOLE | SHS | 217.40K | SH | $3.53M 9.94% | 217.40K | 0.00 | 0.00 |
INTERDIGITAL INCSOLE | COM | 11.20K | SH | $3.17M 8.92% | 11.20K | 0.00 | 0.00 |
FABRINET SHSSOLE | COM | 5.36K | SH | $3.01M 8.48% | 5.36K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 366.75K | SH | $2.81M 7.89% | 366.75K | 0.00 | 0.00 |
ELASTIC NVSOLE | COM | 46.51K | SH | $2.65M 7.46% | 46.51K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 12K | SH | $2.48M 6.97% | 12K | 0.00 | 0.00 |
AMBIQ MICRO INCSOLE | COMMON STOCK | 19.23K | SH | $1.70M 4.78% | 19.23K | 0.00 | 0.00 |
HARMONICSOLE | COM | 97.75K | SH | $1.60M 4.49% | 97.75K | 0.00 | 0.00 |