Toronado Partners, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Toronado Partners, LLC held in its portfolio 11 assets valued at $104,671,086 (i.e. $104.67M).

The most valuable assets in the portfolio included: TWILIO INC ($14.89M), IMPINJ INC ($11.97M), and ELASTIC N V ($10.68M).

The chart below shows the top 10 valuable assets, and the table below shows the top 11 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Toronado Partners, LLC Portfolio

TWILIO INC

IMPINJ INC

ELASTIC N V

SITIME CORP

HARMONIC INC

AMPLITUDE INC

TRIPADVISOR INC

FABRINET

EVERQUOTE INC

STUBHUB HLDGS INC

Toronado Partners, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TWILIO INC	104663	14887265	CL A
IMPINJ INC	68775	11967538	COM
ELASTIC N V	141548	10678381	ORD SHS
SITIME CORP	30102	10631725	COM
HARMONIC INC	1008690	9975944	COM
AMPLITUDE INC	775573	8981135	COM CL A
TRIPADVISOR INC	576715	8396970	COM
FABRINET	17667	8043432	SHS
EVERQUOTE INC	290549	7844823	COM CL A
STUBHUB HLDGS INC	555710	7518756	CL A
WIX COM LTD	55300	5745117	SHS