Toronado Partners, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FABRINET SHS(FN) | 0 | 13,021 | +13,021 | 0 | 6,790,712 | 12.81% | +6,790,712 |
| ELASTIC NV | 0 | 122,548 | +122,548 | 0 | 6,126,175 | 11.56% | +6,126,175 |
| KORNIT DIGITAL LTD | 0 | 238,437 | +238,437 | 0 | 3,495,486 | 6.59% | +3,495,486 |
| WIX COM LTD | 55,300 | 74,924 | +19,624 | 5,745,117 | 6,748,405 | 12.73% | +1,003,288 |
| AMBIQ MICRO INC | 0 | 21,222 | +21,222 | 0 | 539,251 | 1.02% | +539,251 |
| EVERQUOTE INC | 290,549 | 297,024 | +6,475 | 7,844,823 | 4,580,110 | 8.64% | -3,264,713 |
| IMPINJ INC(PI) | 68,775 | 70,207 | +1,432 | 11,967,538 | 7,210,259 | 13.60% | -4,757,279 |
| HARMONIC(HLIT) | 1,008,690 | 565,065 | -443,625 | 9,975,944 | 5,074,284 | 9.57% | -4,901,660 |
| SITIME CORP(SITM) | 30,102 | 16,242 | -13,860 | 10,631,725 | 5,609,175 | 10.58% | -5,022,550 |
| AMPLITUDE INC(AMPL) | 775,573 | 318,823 | -456,750 | 8,981,135 | 2,174,373 | 4.10% | -6,806,762 |
| STUBHUB HLDGS INC(STUB) | 555,710 | 0 | -555,710 | 7,518,756 | 0 | — | -7,518,756 |
| FABRINET(FN) | 17,667 | 0 | -17,667 | 8,043,432 | 0 | — | -8,043,432 |
| TRIPADVISOR INC(TRIP) | 576,715 | 0 | -576,715 | 8,396,970 | 0 | — | -8,396,970 |
| TWILIO INC(TWLO) | 104,663 | 36,999 | -67,664 | 14,887,265 | 4,655,214 | 8.78% | -10,232,051 |
| ELASTIC N V | 141,548 | 0 | -141,548 | 10,678,381 | 0 | — | -10,678,381 |