Toronado Partners, LLC — 13F holdings

Toronado Partners, LLC reported 11 holdings worth $35.5M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. PI IMPINJ INC — $5.36M (15.1%)
2. SITM SITIME CORP — $5.31M (14.9%)
3. EVER EVERQUOTE INC — $3.93M (11.0%)
4. KRNT KORNIT DIGITAL LTD — $3.53M (9.9%)
5. IDCC INTERDIGITAL INC — $3.17M (8.9%)
6. FN FABRINET — $3.01M (8.5%)
7. AMPL AMPLITUDE INC — $2.81M (7.9%)
8. ESTC ELASTIC N V — $2.65M (7.5%)
9. TWLO TWILIO INC — $2.48M (7.0%)
10. AMBQ AMBIQ MICRO INC — $1.70M (4.8%)