Toronado Partners, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| WIX COM LTD | 0 | 55,300 | +55,300 | 0 | 5,745,117 | +5,745,117 |
| STUBHUB HLDGS INC | 435,332 | 555,710 | +120,378 | 7,330,991 | 7,518,756 | +187,765 |
| ELASTIC N V | 129,548 | 141,548 | +12,000 | 10,945,511 | 10,678,381 | -267,130 |
| AMPLITUDE INC | 970,344 | 775,573 | -194,771 | 10,402,088 | 8,981,135 | -1,420,953 |
| SITIME CORP | 40,785 | 30,102 | -10,683 | 12,288,928 | 10,631,725 | -1,657,203 |
| HARMONIC INC | 1,204,593 | 1,008,690 | -195,903 | 12,262,757 | 9,975,944 | -2,286,813 |
| TWILIO INC | 176,177 | 104,663 | -71,514 | 17,633,556 | 14,887,265 | -2,746,291 |
| FABRINET | 33,167 | 17,667 | -15,500 | 12,093,352 | 8,043,432 | -4,049,920 |
| TRIPADVISOR INC | 843,654 | 576,715 | -266,939 | 13,717,814 | 8,396,970 | -5,320,844 |
| EVERQUOTE INC | 587,440 | 290,549 | -296,891 | 13,434,753 | 7,844,823 | -5,589,930 |
| IMPINJ INC | 100,795 | 68,775 | -32,020 | 18,218,696 | 11,967,538 | -6,251,158 |