Q2 2026 13F · SEC CIK 1749611
Toronado Partners, LLC
Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $35.5M
- Reported positions
- 11
- Top holdings a year, 3 yrs
- +34.7%
- Assets under management
- $253.7M
Toronado Partners, LLC is a hedge fund that reported 11 positions worth $35.5M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Impinj Inc (PI, 15.1%), Sitime Corp (SITM, 14.9%), EverQuote, Inc. (EVER, 11.1%). A portfolio copying its top holdings returned 34.7% a year over the last 3 years, against 20.4% for the S&P 500.
Toronado Partners, LLC holdings all 11 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| PIImpinj Inc | 15.1% | -46.7% | $5.4M |
| SITMSitime Corp | 14.9% | -56.2% | $5.3M |
| EVEREverQuote, Inc. | 11.1% | -44.4% | $3.9M |
| KRNTKornit Digital Ltd | 9.9% | -8.8% | $3.5M |
| IDCCInterdigital Inc | 8.9% | — | $3.2M |
| FNFabrinet | 8.5% | -58.8% | $3.0M |
| AMPLAmplitude Inc | 7.9% | +15.0% | $2.8M |
| ESTCElastic N V | 7.5% | -62.0% | $2.7M |
| TWLOTwilio Inc | 7.0% | -67.6% | $2.5M |
| AMBQAmbiq Micro Inc | 4.8% | -9.4% | $1.7M |
| HLITHarmonic Inc | 4.5% | -82.7% | $1.6M |
What Toronado Partners, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- IDCC Interdigital Inc8.9% of 13F
Added to
- AMPL Amplitude Inc+15.0% shares
Reduced
- HLIT Harmonic Inc-82.7% shares
- TWLO Twilio Inc-67.6% shares
- ESTC Elastic N V-62.0% shares
- FN Fabrinet-58.8% shares
- SITM Sitime Corp-56.2% shares
- PI Impinj Inc-46.7% shares
- EVER EverQuote, Inc.-44.4% shares
- AMBQ Ambiq Micro Inc-9.4% shares
Sold out
- WIX Wix Com Ltdwas 12.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +62.1% /yr
- S&P 500 +20.1%
- 3 years
- +34.7% /yr
- S&P 500 +20.4%
- 5 years
- +7.8% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $35.5M | 11 |
| Q1 2026 | $53.0M | 11 |
| Q4 2025 | $104.7M | 11 |
| Q3 2025 | $150.9M | 12 |
| Q2 2025 | $140.9M | 11 |
| Q1 2025 | $142.9M | 11 |
| Q4 2024 | $158.3M | 11 |
| Q3 2024 | $167.3M | 11 |
| Q2 2024 | $156.1M | 10 |
| Q1 2024 | $180.6M | 11 |
| Q4 2023 | $190.2M | 11 |
| Q3 2023 | $176.4M | 11 |
Questions about Toronado Partners, LLC's portfolio
What stocks does Toronado Partners, LLC own?
Toronado Partners, LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 11 positions worth $35.5M. The largest are Impinj Inc (PI) at 15.1%, Sitime Corp (SITM) at 14.9%, EverQuote, Inc. (EVER) at 11.1%, Kornit Digital Ltd (KRNT) at 9.9% and Interdigital Inc (IDCC) at 8.9%.
What did Toronado Partners, LLC buy last quarter?
In Q2 2026, Toronado Partners, LLC added a new position in Interdigital Inc (IDCC) and Amplitude Inc (AMPL) (+15.0% shares), compared with its Q1 2026 filing.
What did Toronado Partners, LLC sell last quarter?
In Q2 2026, Toronado Partners, LLC sold all of Wix Com Ltd (WIX), Harmonic Inc (HLIT) (-82.7% shares), Twilio Inc (TWLO) (-67.6% shares) and Elastic N V (ESTC) (-62.0% shares), compared with its Q1 2026 filing.
How has Toronado Partners, LLC's portfolio performed?
A portfolio copying Toronado Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +34.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +62.1% against +20.1%. Over 5 years: +7.8% a year against +11.6%.
When is Toronado Partners, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Toronado Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Toronado Partners, LLC manage?
Toronado Partners, LLC reported $253.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $35.5M.