Oxinas Partners, LLC TOST — TOAST INC

Ownership history in Oxinas Partners, LLC  ·  5 quarters on record

AI Ownership Summary

Oxinas Partners, LLC reported TOAST INC (TOST) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2024 Q4. The latest visible filing shows TOST at 0.11% 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 Oxinas Partners, LLC'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
2025 Q4

TOST was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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.

TOST stock page Oxinas Partners, LLC fund profile Oxinas Partners, LLC full holdings
How Oxinas Partners, LLC 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 6,557 — 0% 0.11% $233K 2026-01-26 $33.50
2025 Q3 REDUCED 23.4% +0.0% ❌ 6,557 -1,998 -23.4% 0.13% $239K 2025-11-06 $36.38
2025 Q2 REDUCED — — — 8,555 -99 -1.1% 0.19% $379K 2025-07-15 $44.34
2025 Q1 REDUCED 41.7% +33.5% ❌ 8,654 -6,200 -41.7% 0.17% $287K 2025-04-11 $34.08
2024 Q4 INITIATED — — — 14,854 — — 0.32% $541K 2025-01-17 $37.88

🏢 Other funds also holding TOST

As of 2026 Q1 — sorted by position size

HMI Capital Management, L.P. 3Y 7Y 13.41% Lead Edge Capital Management, LLC 3Y 8.49% HAMILTON LANE ADVISORS LLC 3Y 7Y 7.59% XN LP 3Y 6.34% ValueAct Holdings, L.P. 3Y 7Y 5.98% Greenvale Capital LLP 3Y 7Y 5.81% 12 West Capital Management LP 3Y 7Y 5.58% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 5.46% ALTA FOX CAPITAL MANAGEMENT, LLC 3Y 5.19% Arohi Asset Management PTE Ltd. 5.09%

FAQ About Oxinas Partners, LLC and TOST

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

How long has Oxinas Partners, LLC reported owning TOST?

Oxinas Partners, LLC reported TOST across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported TOST position in Oxinas Partners, LLC's portfolio?

The largest reported portfolio weight for TOST was 0.32% in 2024 Q4.

What is the latest reported TOST position on this page?

The most recent filing on this page is 2025 Q4, when Oxinas Partners, LLC reported 6,557 shares, equal to 0.11% of portfolio, with an estimated market value of $233K.

What does the chart on this TOST ownership page compare?

The chart compares Oxinas Partners, LLC'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.

How well did Oxinas Partners, LLC time their TOST position?

Based on 13F filing dates vs. subsequent TOST price moves, Oxinas Partners, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on TOST relative to SPY over the holding period was -24.1%.

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