NANO CAP NEW MILLENNIUM GROWTH FUND L P TOST — Toast, Inc.

Ownership history in NANO CAP NEW MILLENNIUM GROWTH FUND L P  ·  3 quarters on record

AI Ownership Summary

NANO CAP NEW MILLENNIUM GROWTH FUND L P reported Toast, Inc. (TOST) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 1.8% in 2026 Q2. The latest visible filing shows TOST at 1.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TOST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NANO CAP NEW MILLENNIUM GROWTH FUND L P's position in Toast, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TOST was reported at 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How NANO CAP NEW MILLENNIUM GROWTH FUND L P held TOST — position size vs. price
% of Fund (quarterly)    TOST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 84,000 +16,000 +23.5% 1.80% $2.3M 2026-08-14 $34.75
2026 Q1 ADDED — — — 68,000 +19,500 +40.2% 1.69% $1.8M 2026-05-15 $23.05
2025 Q4 INITIATED — — — 48,500 — — 1.47% $1.7M 2026-02-06 $27.73

FAQ About NANO CAP NEW MILLENNIUM GROWTH FUND L P and TOST

These are the practical questions this page is built to answer before you even open the full history table.

How long has NANO CAP NEW MILLENNIUM GROWTH FUND L P reported owning TOST?

NANO CAP NEW MILLENNIUM GROWTH FUND L P reported TOST across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported TOST position in NANO CAP NEW MILLENNIUM GROWTH FUND L P's portfolio?

The largest reported portfolio weight for TOST was 1.80% in 2026 Q2.

What is the latest reported TOST position on this page?

The most recent filing on this page is 2026 Q2, when NANO CAP NEW MILLENNIUM GROWTH FUND L P reported 84,000 shares, equal to 1.80% of portfolio, with an estimated market value of $2.3M.

What does the chart on this TOST ownership page compare?

The chart compares NANO CAP NEW MILLENNIUM GROWTH FUND L P's quarterly TOST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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