Toronado Partners, LLC

SAN FRANCISCO, CA · CIK 1749611 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2019 · limited liability company

As an employer

$35.5m reported value -32.9% vs Q1 2026

11positions

95.5%in top 10

1 new 1 added 9 reduced 1 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	IMPINJ INC COM PI	PI	37,455	$5.4m15.09%	15.09%	Reduced -32.8k	-32,752 -46.6%
2	SITIME CORP COM SITM	SITM	7,117	$5.3m14.93%	14.93%	Reduced -9.1k	-9,125 -56.2%
3	EVERQUOTE INC COM CL A EVER	EVER	165,094	$3.9m11.05%	11.05%	Reduced -131.9k	-131,930 -44.4%
4	KORNIT DIGITAL LTD SHS KRNT	KRNT	217,403	$3.5m9.94%	9.94%	Reduced -21.0k	-21,034 -8.8%
5	INTERDIGITAL INC COM IDCC	IDCC	11,200	$3.2m8.92%	8.92%	New
6	FABRINET SHS FN	FN	5,363	$3.0m8.48%	8.48%	Reduced -7.7k	-7,658 -58.8%
7	AMPLITUDE INC COM CL A AMPL	AMPL	366,751	$2.8m7.89%	7.89%	Added +47.9k	+47,928 15.0%
8	ELASTIC N V ORD SHS ESTC	ESTC	46,507	$2.7m7.46%	7.46%	Reduced -76.0k	-76,041 -62.0%
9	TWILIO INC CL A TWLO	TWLO	11,999	$2.5m6.97%	6.97%	Reduced -25.0k	-25,000 -67.6%
10	AMBIQ MICRO INC COMMON STOCK AMBQ	AMBQ	19,225	$1.7m4.78%	4.78%	Reduced -2.0k	-1,997 -9.4%
11	HARMONIC INC COM HLIT	HLIT	97,755	$1.6m4.49%	4.49%	Reduced -467.3k	-467,310 -82.7%

Security	Ticker	Shares held before	Value then
WIX COM LTD WIX	WIX	74,924	$6.7m74.9k shares