Toronado Partners
Toronado Partners reported 11 stocks worth $35.5M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are PI (15.1%), SITM (14.9%) and EVER (11.1%). Compared with Q1 2026, the fund opened new positions in IDCC, added to AMPL, trimmed PI, SITM and EVER and sold out of WIX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PI Impinj Inc | $5.4M | 15.1% | 37K | −33K (−47%) | 8 of 8 | |
| 2 |  SITM Sitime Corp | $5.3M | 14.9% | 7,117 | −9,125 (−56%) | 8 of 8 | |
| 3 |  EVER Everquote Inc | $3.9M | 11.1% | 165K | −132K (−44%) | 8 of 8 | |
| 4 |  KRNT Kornit Digital Ltd | $3.5M | 9.9% | 217K | −21K (−9%) | 2 of 8 | |
| 5 |  IDCC Interdigital Inc | $3.2M | 8.9% | 11K | New position | 1 of 8 | |
| 6 |  FN Fabrinet | $3M | 8.5% | 5,363 | −7,658 (−59%) | 8 of 8 | |
| 7 |  AMPL Amplitude Inc | $2.8M | 7.9% | 367K | +48K (+15%) | 5 of 8 | |
| 8 |  ESTC Elastic N V | $2.7M | 7.5% | 47K | −76K (−62%) | 8 of 8 | |
| 9 |  TWLO Twilio Inc | $2.5M | 7.0% | 12K | −25K (−68%) | 8 of 8 | |
| 10 |  AMBQ Ambiq Micro Inc | $1.7M | 4.8% | 19K | −1,997 (−9%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WIX Wix Com Ltd | $6.7M | 75K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Toronado Partners 13F FAQ
What does Toronado Partners own?
Toronado Partners reported 11 stocks worth $35.5M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are PI (15.1%), SITM (14.9%) and EVER (11.1%). The table above lists every position in the filing (the top 10 without an account).
What did Toronado Partners buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 1 added to, 9 trimmed and 1 sold out. New positions include IDCC. It sold all of WIX.
When will Toronado Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Toronado Partners's portfolio worth?
The Q2 2026 filing reports $35.5M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.