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 $53.0M. In the most recent quarter, they have increased their positions in KRNT (+238.4K shares, valued at $3.5M), WIX (+19.6K shares, valued at $1.8M), AMBQ (+21.2K shares, valued at $539.3K); decreased their positions in TWLO (-67.7K shares, valued at $8.5M), SITM (-13.9K shares, valued at $4.8M), HLIT (-443.6K shares, valued at $4.0M); initiated new positions in KRNT (+238.4K shares, valued at $3.5M), AMBQ (+21.2K shares, valued at $539.3K).

1M P&L

-1.0M-1.54%

3M P&L

+4.5M+7.34%

HY P&L

+3.0M+4.69%

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

1Semiconductors13.4M

25.2%

2Software - Infrastructure11.4M

21.5%

3Software - Application8.3M

15.7%

Top Industries by Stock Count

1Semiconductors3 stocks

27.3%

2Software - Application2 stocks

18.2%

3Software - Infrastructure2 stocks

18.2%

Sponsored

KRNT KORNIT DIGITAL LTD238.4K sharesnew addition2026-03-312026-05-13

AMPL AMPLITUDE INC318.8K shares-58.89%2026-03-312026-05-13

AMBQ AMBIQ MICRO INC21.2K sharesnew addition2026-03-312026-05-13

IMPINJ INC

2.08%

Shares70.2K

Event2026-03-31

Filed2026-05-13

FABRINET SHS

-26.30%

Shares13.0K

Event2026-03-31

Filed2026-05-13

WIX

WIX COM LTD

35.49%

Shares74.9K

Event2026-03-31

Filed2026-05-13

ESTC

ELASTIC NV

-13.42%

Shares122.5K

Event2026-03-31

Filed2026-05-13

SITM

SITIME CORP

-46.04%

Shares16.2K

Event2026-03-31

Filed2026-05-13

HLIT

HARMONIC

-43.98%

Shares565.1K

Event2026-03-31

Filed2026-05-13

TWLO

TWILIO INC

-64.65%

Shares37.0K

Event2026-03-31

Filed2026-05-13

EVER

EVERQUOTE INC

2.23%

Shares297.0K

Event2026-03-31

Filed2026-05-13

KRNT

KORNIT DIGITAL LTD

New

Shares238.4K

Event2026-03-31

Filed2026-05-13

AMPL

AMPLITUDE INC

-58.89%

Shares318.8K

Event2026-03-31

Filed2026-05-13

AMBQ

AMBIQ MICRO INC

New

Shares21.2K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available