2026 Q1 Portfolio Activity
In 2026 Q1, Toronado Partners, LLC maintained a portfolio of 13 distinct positions. The most significant new addition was KORNIT DIGITAL LTD, now representing 6.59% of the total fund value. They heavily accumulated shares in WIX COM LTD, increasing the position by 35.5%. Conversely, Toronado Partners, LLC completely exited their position in TRIPADVISOR INC.
Position History
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Total Positions
13
Quarter
2026 Q1
Top Holding
PI (13.6%)
Top 10 Concentration
99.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-13 of 13
Toronado Partners, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PI
IMPINJ INC
|
Technology | 13.60% | 11.43% |
#1
1
Prev: #2
|
6.5 |
—
|
1,432 | 2.1% |
P
S
|
70,207 | $7,210,259 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FN
FABRINET SHS
|
Technology | 12.81% | 7.68% |
#2
6
Prev: #8
|
5.5 |
—
|
-4,646 | -26.3% |
P
S
|
13,021 | $6,790,712 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WIX
WIX COM LTD
|
Technology | 12.73% | 5.49% |
#3
8
Prev: #11
|
7.5 |
—
|
19,624 | 35.5% |
P
S
|
74,924 | $6,748,405 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ESTC
ELASTIC NV
|
Technology | 11.56% | 10.20% |
#4
1
Prev: #3
|
5.0 |
—
|
-19,000 | -13.4% |
P
S
|
122,548 | $6,126,175 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SITM
SITIME CORP
|
Technology | 10.58% | 10.16% |
#5
1
Prev: #4
|
4.5 |
—
|
-13,860 | -46.0% |
P
S
|
16,242 | $5,609,175 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HLIT
HARMONIC
|
Technology | 9.57% | 9.53% |
#6
1
Prev: #5
|
3.8 |
—
|
-443,625 | -44.0% |
P
S
|
565,065 | $5,074,284 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TWLO
TWILIO INC
|
Technology | 8.78% | 14.22% |
#7
6
Prev: #1
|
3.5 |
—
|
-67,664 | -64.6% |
P
S
|
36,999 | $4,655,214 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EVER
EVERQUOTE INC
|
Communication Services | 8.64% | 7.49% |
#8
1
Prev: #9
|
4.0 |
—
|
6,475 | 2.2% |
P
S
|
297,024 | $4,580,110 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
KRNT
KORNIT DIGITAL ...
|
Industrials | 6.59% | — |
#9
Prev: #—
|
6.1 |
—
|
238,437 | — |
NEW
|
238,437 | $3,495,486 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMPL
AMPLITUDE INC
|
Technology | 4.10% | 8.58% |
#10
4
Prev: #6
|
1.6 |
—
|
-456,750 | -58.9% |
P
S
|
318,823 | $2,174,373 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMBQ
AMBIQ MICRO INC
|
Technology | 1.02% | — |
#11
Prev: #—
|
3.9 |
—
|
21,222 | — |
NEW
|
21,222 | $539,251 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
STUB
STUBHUB HLDGS I...
|
Communication Services | 0.00% | 7.18% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-555,710 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TRIP
TRIPADVISOR INC
|
Consumer Cyclical | 0.00% | 8.02% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-576,715 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-13 of 13 holdings