The Analysis of Toronado Partners, LLC's Holdings


Currently, Toronado Partners, LLC holds 12 types of securities in its portfolio with a total value $150.9M. In the most recent quarter, they have increased their positions in ENPH (+301.4K shares, valued at $10.7M), STUB (+435.3K shares, valued at $7.3M), AMPL (+681.9K shares, valued at $7.3M); decreased their positions in FN (-51.2K shares, valued at $18.7M), PI (-96.6K shares, valued at $17.5M), SITM (-18.5K shares, valued at $5.6M); initiated new positions in ENPH (+301.4K shares, valued at $10.7M), STUB (+435.3K shares, valued at $7.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
PI IMPINJ INC100.8K shares-48.95%2025-09-302025-11-13history
TWLO TWILIO INC176.2K shares22.68%2025-09-302025-11-13history
TRIP TRIPADVISOR INC843.7K shares-14.84%2025-09-302025-11-13history
EVER EVERQUOTE INC587.4K shares10.45%2025-09-302025-11-13history
SITM SITIME CORP40.8K shares-31.24%2025-09-302025-11-13history
HLIT HARMONIC INC1.2M shares0.66%2025-09-302025-11-13history
FN FABRINET33.2K shares-60.67%2025-09-302025-11-13history
JAMF JAMF HLDG CORP1.1M shares23.08%2025-09-302025-11-13history
Sponsored
ESTC ELASTIC N V129.5K shares-15.40%2025-09-302025-11-13history
ENPH ENPHASE ENERGY INC301.4K sharesnew addition2025-09-302025-11-13history
AMPL AMPLITUDE INC970.3K shares236.36%2025-09-302025-11-13history
STUB STUBHUB HLDGS INC435.3K sharesnew addition2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available