Investor
Toronado Partners, LLC
CIK 0001749611 · filed 2026-05-13 · SEC filing
13F book
$53M
Positions
11
2 new · 2 sold
Largest name
13.6%
Impinj Inc · PI
Est. mark
−$14.1M
Price effect on 9 names still held. Flow −$37.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Impinj Inc | PI | 70.2K | $7.21M | 13.6% | −$4.9M | Added−$4.76M |
| Fabrinet | FN | 13K | $6.79M | 12.8% | $862.5K | Cut−$1.25M |
| Wix.com Ltd. | WIX | 74.9K | $6.75M | 12.7% | −$764.2K | Added$1M |
| Elastic N.V. | ESTC | 122.5K | $6.13M | 11.6% | −$3.12M | Cut−$4.55M |
| Sitime Corp | SITM | 16.2K | $5.61M | 10.6% | −$127.3K | Cut−$5.02M |
| Harmonic Inc. | HLIT | 565.1K | $5.07M | 9.6% | −$514.2K | Cut−$4.9M |
| Twilio Inc | TWLO | 37K | $4.66M | 8.8% | −$607.5K | Cut−$10.2M |
| EverQuote, Inc. | EVER | 297K | $4.58M | 8.6% | −$3.36M | Added−$3.26M |
| Kornit Digital Ltd. | KRNT | 238.4K | $3.5M | 6.6% | — | New |
| Amplitude, Inc. | AMPL | 318.8K | $2.17M | 4.1% | −$1.52M | Cut−$6.81M |
| Ambiq Micro, Inc. | AMBQ | 21.2K | $539.3K | 1.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.