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Toronado Partners, LLC

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13F filer, CIK 1749611, SAN FRANCISCO, CA

Toronado Partners, LLC reported $53,003,444 across 11 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 98.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000971

Period
2026-03-31
Reported value
$53M
Holdings
11
Top 10 weight
98.98%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KRNTnew+238,437$3.5M
WIXadded+19,624$1.77M
AMBQnew+21,222$539K
PIadded+1,432$147K
EVERadded+6,475$99.8K

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
TWLOreduced-67,664-$8.51M
TRIPexited-576,715-$8.4M
STUBexited-555,710-$7.52M
SITMreduced-13,860-$4.79M
HLITreduced-443,625-$3.98M

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, Q1 2026

Share positions as resolved from 13F-HR 0001420506-26-000971, largest first. % of portfolio is the value over $53,003,444, 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; 2024Q2: restricted; 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 70,207$7.21M13.6%+1,432Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,021$6.79M12.81%-4,646Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,300 shares; 2026Q1: 74,924 shares 74,924$6.75M12.73%+19,624Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 122,548$6.13M11.56%-19,000Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,242$5.61M10.58%-13,860Timeline
HLITHARMONIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 565,065$5.07M9.57%-443,625Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 36,999$4.66M8.78%-67,664Timeline
EVEREVERQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 297,024$4.58M8.64%+6,475Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238,437 shares 238,437$3.5M6.59%newTimeline
AMPLAMPLITUDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 318,823$2.17M4.1%-456,750Timeline
AMBQAMBIQ MICRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,222 shares 21,222$539K1.02%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
TRIPTRIPADVISOR INC576,715$8.4Mshares
STUBSTUBHUB HLDGS INC555,710$7.52Mshares

How Q1 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 0001420506-26-000971 base2026-05-13acceptance time not in the bulk data set