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Toronado Partners, LLC

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13F filer, CIK 1749611, SAN FRANCISCO, CA

Toronado Partners, LLC reported $35,543,842 across 11 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 95.51% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001575

Period
2026-06-30
Reported value
$35.5M
Holdings
11
Top 10 weight
95.51%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IDCCnew+11,200$3.17M
AMPLadded+47,928$367K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HLITreduced-467,310-$7.63M
SITMreduced-9,125-$6.8M
WIXexited-74,924-$6.75M
TWLOreduced-25,000-$5.16M
PIreduced-32,752-$4.69M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001420506-26-001575, largest first. % of portfolio is the value over $35,543,842, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,449 shares; 2024Q4: 90,668 shares; 2025Q1: 216,773 shares; 2025Q2: 197,441 shares; 2025Q3: 100,795 shares; 2025Q4: 68,775 shares; 2026Q1: 70,207 shares; 2026Q2: 37,455 shares 37,455$5.36M15.09%-32,752Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,510 shares; 2024Q4: 75,625 shares; 2025Q1: 127,986 shares; 2025Q2: 59,312 shares; 2025Q3: 40,785 shares; 2025Q4: 30,102 shares; 2026Q1: 16,242 shares; 2026Q2: 7,117 shares 7,117$5.31M14.93%-9,125Timeline
EVEREVERQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450,104 shares; 2024Q4: 718,774 shares; 2025Q1: 463,613 shares; 2025Q2: 531,884 shares; 2025Q3: 587,440 shares; 2025Q4: 290,549 shares; 2026Q1: 297,024 shares; 2026Q2: 165,094 shares 165,094$3.93M11.05%-131,930Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238,437 shares; 2026Q2: 217,403 shares 217,403$3.53M9.94%-21,034Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,200 shares 11,200$3.17M8.92%newTimeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,046 shares; 2024Q4: 98,746 shares; 2025Q1: 101,329 shares; 2025Q2: 84,329 shares; 2025Q3: 33,167 shares; 2025Q4: 17,667 shares; 2026Q1: 13,021 shares; 2026Q2: 5,363 shares 5,363$3.01M8.48%-7,658Timeline
AMPLAMPLITUDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288,488 shares; 2025Q3: 970,344 shares; 2025Q4: 775,573 shares; 2026Q1: 318,823 shares; 2026Q2: 366,751 shares 366,751$2.81M7.89%+47,928Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,785 shares; 2024Q4: 122,685 shares; 2025Q1: 135,735 shares; 2025Q2: 153,128 shares; 2025Q3: 129,548 shares; 2025Q4: 141,548 shares; 2026Q1: 122,548 shares; 2026Q2: 46,507 shares 46,507$2.65M7.46%-76,041Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,250 shares; 2024Q4: 160,250 shares; 2025Q1: 147,654 shares; 2025Q2: 143,609 shares; 2025Q3: 176,177 shares; 2025Q4: 104,663 shares; 2026Q1: 36,999 shares; 2026Q2: 11,999 shares 11,999$2.48M6.97%-25,000Timeline
AMBQAMBIQ MICRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,222 shares; 2026Q2: 19,225 shares 19,225$1.7M4.78%-1,997Timeline
HLITHARMONIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307,335 shares; 2024Q4: 1,273,396 shares; 2025Q1: 1,196,640 shares; 2025Q2: 1,196,640 shares; 2025Q3: 1,204,593 shares; 2025Q4: 1,008,690 shares; 2026Q1: 565,065 shares; 2026Q2: 97,755 shares 97,755$1.6M4.49%-467,310Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WIXWIX COM LTD74,924$6.75Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-001575 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001420506-26-001575 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001420506-26-000971 Quarter ended 2026-03-312026-05-13acceptance time not in the bulk data set
13F-HR 0001420506-26-000319 Quarter ended 2025-12-312026-02-12acceptance time not in the bulk data set
13F-HR 0001420506-25-003183 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0001420506-25-001899 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0001420506-25-001098 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001749611-25-000003 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set
13F-HR 0001749611-24-000012 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0001749611-24-000009 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001749611-24-000005 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001749611-24-000003 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0001749611-23-000008 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0001420506-23-001468 Quarter ended 2023-06-302023-08-11acceptance time not in the bulk data set
13F-HR/A 0001749611-23-000003 Quarter ended 2022-12-312023-05-12acceptance time not in the bulk data set
13F-HR 0001749611-23-000004 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0001749611-23-000002 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-HR 0001749611-22-000005 Quarter ended 2022-09-302022-11-10acceptance time not in the bulk data set
13F-HR 0001697366-22-000003 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0001749611-22-000004 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001749611-22-000003 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0001749611-21-000014 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0001749611-21-000011 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0001749611-21-000006 Quarter ended 2021-03-312021-05-14acceptance time not in the bulk data set
13F-HR 0001749611-21-000002 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0001749611-20-000008 Quarter ended 2020-09-302020-11-13acceptance time not in the bulk data set
13F-HR 0001749611-20-000006 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0001749611-20-000004 Quarter ended 2020-03-312020-05-14acceptance time not in the bulk data set
13F-HR 0001749611-20-000002 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0001749611-19-000010 Quarter ended 2019-09-302019-11-13acceptance time not in the bulk data set
13F-HR 0001749611-19-000009 Quarter ended 2019-06-302019-08-13acceptance time not in the bulk data set
13F-HR 0001749611-19-000006 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0001749611-19-000004 Quarter ended 2018-12-312019-02-12acceptance time not in the bulk data set