Toronado Partners, LLC: 13F holdings
CIK 17496112026Q2
| Positions | 11 |
|---|---|
| Reported value | $35.5m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PI IMPINJ INC | 37,455 | $5.4m | 15.1% |
| SITM SITIME CORP | 7,117 | $5.3m | 14.9% |
| EVERQUOTE INC | 165,094 | $3.9m | 11.0% |
| KORNIT DIGITAL LTD | 217,403 | $3.5m | 9.9% |
| IDCC INTERDIGITAL INC | 11,200 | $3.2m | 8.9% |
| FABRINET SHS | 5,363 | $3.0m | 8.5% |
| AMPLITUDE INC | 366,751 | $2.8m | 7.9% |
| ELASTIC NV | 46,507 | $2.7m | 7.5% |
| TWLO TWILIO INC | 11,999 | $2.5m | 7.0% |
| AMBIQ MICRO INC | 19,225 | $1.7m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1749611")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.