The Analysis of Toronado Partners, LLC's Holdings


Currently, Toronado Partners, LLC holds 11 types of securities in its portfolio with a total value $104.7M. In the most recent quarter, they have increased their positions in WIX (+55.3K shares, valued at $5.7M), STUB (+120.4K shares, valued at $1.6M), ESTC (+12.0K shares, valued at $905.3K); decreased their positions in TWLO (-71.5K shares, valued at $10.2M), EVER (-296.9K shares, valued at $8.0M), FN (-15.5K shares, valued at $7.1M); initiated new positions in WIX (+55.3K shares, valued at $5.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TWLO TWILIO INC104.7K shares-40.59%2025-12-312026-02-12history
PI IMPINJ INC68.8K shares-31.77%2025-12-312026-02-12history
ESTC ELASTIC N V141.5K shares9.26%2025-12-312026-02-12history
SITM SITIME CORP30.1K shares-26.19%2025-12-312026-02-12history
HLIT HARMONIC INC1.0M shares-16.26%2025-12-312026-02-12history
AMPL AMPLITUDE INC775.6K shares-20.07%2025-12-312026-02-12history
TRIP TRIPADVISOR INC576.7K shares-31.64%2025-12-312026-02-12history
FN FABRINET17.7K shares-46.73%2025-12-312026-02-12history
Sponsored
EVER EVERQUOTE INC290.5K shares-50.54%2025-12-312026-02-12history
STUB STUBHUB HLDGS INC555.7K shares27.65%2025-12-312026-02-12history
WIX WIX COM LTD55.3K sharesnew addition2025-12-312026-02-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available