The Analysis of Toronado Partners, LLC's Holdings & P&L

Currently, Toronado Partners, LLC holds 11 types of securities in its portfolio with a total value $104.7M. In the most recent quarter, they have increased their positions in WIX (+55.3K shares, valued at $5.7M), STUB (+120.4K shares, valued at $1.6M), ESTC (+12.0K shares, valued at $905.3K); decreased their positions in TWLO (-71.5K shares, valued at $10.2M), EVER (-296.9K shares, valued at $8.0M), FN (-15.5K shares, valued at $7.1M); initiated new positions in WIX (+55.3K shares, valued at $5.7M).

1M P&L

+19.6M+21.12%

3M P&L

+25.5M+29.37%

HY P&L

+18.6M+19.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors22.6M

21.6%

2Software - Infrastructure20.6M

19.7%

3Software - Application19.7M

18.8%

Top Industries by Stock Count

1Software - Application2 stocks

18.2%

2Internet Content & Information2 stocks

18.2%

3Semiconductors2 stocks

18.2%

Sponsored

EVER EVERQUOTE INC290.5K shares-50.54%2025-12-312026-02-12

STUB STUBHUB HLDGS INC555.7K shares27.65%2025-12-312026-02-12

WIX WIX COM LTD55.3K sharesnew addition2025-12-312026-02-12

TWLO

TWILIO INC

-40.59%

Shares104.7K

Event2025-12-31

Filed2026-02-12

IMPINJ INC

-31.77%

Shares68.8K

Event2025-12-31

Filed2026-02-12

ESTC

ELASTIC N V

9.26%

Shares141.5K

Event2025-12-31

Filed2026-02-12

SITM

SITIME CORP

-26.19%

Shares30.1K

Event2025-12-31

Filed2026-02-12

HLIT

HARMONIC INC

-16.26%

Shares1.0M

Event2025-12-31

Filed2026-02-12

AMPL

AMPLITUDE INC

-20.07%

Shares775.6K

Event2025-12-31

Filed2026-02-12

TRIP

TRIPADVISOR INC

-31.64%

Shares576.7K

Event2025-12-31

Filed2026-02-12

FABRINET

-46.73%

Shares17.7K

Event2025-12-31

Filed2026-02-12

EVER

EVERQUOTE INC

-50.54%

Shares290.5K

Event2025-12-31

Filed2026-02-12

STUB

STUBHUB HLDGS INC

27.65%

Shares555.7K

Event2025-12-31

Filed2026-02-12

WIX

WIX COM LTD

New

Shares55.3K

Event2025-12-31

Filed2026-02-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available