account_balance
Investment manager · 13F filer · SEC CIK 1749611
Toronado Partners, LLC
Reported value$33.8Mas of Sep 30, 2026
Positions12 2 new, 1 sold out
Top 10 weight92.2%SITM alone is 14%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 12 stocks.
SITMSitime Corp
13.5%
FNFabrinet
11.6%Added +73%
AMPLAmplitude, Inc.
10.7%Trimmed −29%
KRNTKornit Digital Ltd.
10.0%Trimmed −7%
IDCCInterDigital, Inc.
9.4%Trimmed −13%
PIImpinj Inc
9.1%Trimmed −54%
AMBQAmbiq Micro, Inc.
8.3%Added +113%
TWLOTwilio Inc
7.3%Trimmed −30%
EVEREverQuote, Inc.
6.7%Trimmed −31%
VISNVistance Networks, Inc.
5.5%New
ESTCElastic N.V.
4.0%Trimmed −69%
CLFDClearfield, Inc.
3.8%New
SITMSitime Corp
13.5%
FNFabrinet
11.6%Added +73%
AMPLAmplitude, Inc.
10.7%−29%
KRNTKornit Digital Ltd.
10.0%−7%
IDCCInterDigital, Inc.
9.4%−13%
PIImpinj Inc
9.1%
AMBQAmbiq Micro, Inc.
8.3%
TWLOTwilio Inc
7.3%
EVEREverQuote, Inc.
6.7%
VISNVistance Networks, Inc.
5.5%
ESTCCLFDBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SITM Sitime Corp 13.5% HeldFN Fabrinet 11.6% Added +73%AMPL Amplitude, Inc. 10.7% Trimmed −29%KRNT Kornit Digital Ltd. 10.0% Trimmed −7%IDCC InterDigital, Inc. 9.4% Trimmed −13%PI Impinj Inc 9.1% Trimmed −54%AMBQ Ambiq Micro, Inc. 8.3% Added +113%TWLO Twilio Inc 7.3% Trimmed −30%EVER EverQuote, Inc. 6.7% Trimmed −31%VISN Vistance Networks, Inc. 5.5% NewESTC Elastic N.V. 4.0% Trimmed −69%CLFD Clearfield, Inc. 3.8% New
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.