Toronado Partners, LLC HLIT — HARMONIC INC

Ownership history in Toronado Partners, LLC  ·  12 quarters on record

AI Ownership Summary

Toronado Partners, LLC reported HARMONIC INC (HLIT) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 14.63% in 2024 Q2. The latest visible filing shows HLIT at 9.57% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HLIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Toronado Partners, LLC's position in HARMONIC 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 Q1

HLIT was reported at 9.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.63% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

HLIT stock page Toronado Partners, LLC fund profile Toronado Partners, LLC full holdings
How Toronado Partners, LLC held HLIT — position size vs. price
% of Fund (quarterly)    HLIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 565,065 -443,625 -44.0% 9.57% $5.1M 2026-05-13 $13.35
2025 Q4 REDUCED 16.3% -9.2% ✅ 1,008,690 -195,903 -16.3% 9.53% $10.0M 2026-02-12 $10.15
2025 Q3 ADDED — — — 1,204,593 +7,953 +0.7% 8.13% $12.3M 2025-11-13 $9.61
2025 Q2 UNCHANGED — — — 1,196,640 — 0% 8.04% $11.3M 2025-08-13 $9.22
2025 Q1 REDUCED 6.0% -1.2% ✅ 1,196,640 -76,756 -6.0% 8.03% $11.5M 2025-05-14 $9.60
2024 Q4 REDUCED — — — 1,273,396 -33,939 -2.6% 10.65% $16.8M 2025-02-13 $9.79
2024 Q3 REDUCED 32.6% -9.1% ✅ 1,307,335 -632,238 -32.6% 11.38% $19.0M 2024-11-13 $12.32
2024 Q2 ADDED — — — 1,939,573 +496,241 +34.4% 14.63% $22.8M 2024-08-13 $13.54
2024 Q1 REDUCED 19.0% -11.7% ✅ 1,443,332 -338,403 -19.0% 10.74% $19.4M 2024-05-14 $11.39
2023 Q4 REDUCED 11.4% +0.1% ❌ 1,781,735 -229,797 -11.4% 12.22% $23.2M 2024-02-13 $13.24
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HLIT

As of 2026 Q1 — sorted by position size

Trigran Investments, Inc. 3Y 7Y 6.91% Silverberg Bernstein Capital Management LLC 6.57% SCOPIA CAPITAL MANAGEMENT LP 3Y 7Y 3.96% HERALD INVESTMENT MANAGEMENT Ltd 3Y 7Y 0.98% SILVERBACK ASSET MANAGEMENT LLC 3Y 7Y 0.85% Leeward Investments, LLC - MA 3Y 0.75% Econ Financial Services Corp 3Y 7Y 0.41% Clearline Capital LP 3Y 7Y 0.34% NEEDHAM INVESTMENT MANAGEMENT LLC 3Y 7Y 0.31% EntryPoint Capital, LLC 0.29%

FAQ About Toronado Partners, LLC and HLIT

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

How long has Toronado Partners, LLC reported owning HLIT?

Toronado Partners, LLC reported HLIT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported HLIT position in Toronado Partners, LLC's portfolio?

The largest reported portfolio weight for HLIT was 14.63% in 2024 Q2.

What is the latest reported HLIT position on this page?

The most recent filing on this page is 2026 Q1, when Toronado Partners, LLC reported 565,065 shares, equal to 9.57% of portfolio, with an estimated market value of $5.1M.

What does the chart on this HLIT ownership page compare?

The chart compares Toronado Partners, LLC's quarterly HLIT 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 Toronado Partners, LLC time their HLIT position?

Based on 13F filing dates vs. subsequent HLIT price moves, Toronado Partners, LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on HLIT relative to SPY over the holding period was -10.3%.

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