Toronado Partners, LLC Portfolio Holdings

Toronado Partners, LLC

  • $144 Million
  • Q3 2025

Toronado Partners, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $144 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Impinj Inc with a value of $18.2M, Twilio Inc with a value of $17.6M, Ever Quote, Inc. with a value of $13.7M, Trip Advisor, Inc. with a value of $13.7M, and Sitime Corp with a value of $12.3M.

Examining the 13F form we can see an increase of $2.92M in the current position value, from $141M to 144M.

Toronado Partners, LLC is based out at San Francisco, CA

Below you can find more details about Toronado Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $144 Million
Technology: $98.7 Million
Communication Services: $31.3 Million
Consumer Cyclical: $13.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69B
$18.2 Million 12.67% of portfolio
100,795
Q3 2025 Reduced 48.95%
$21.7B
$17.6 Million 12.26% of portfolio
176,177
Q3 2025 Added 22.68%
$641M
$13.7 Million 9.54% of portfolio
587,440
Q3 2025 Added 10.45%
$1.9B
$13.7 Million 9.54% of portfolio
843,654
Q3 2025 Reduced 14.84%
$6.02B
$12.3 Million 8.54% of portfolio
40,785
Q3 2025 Reduced 31.24%
$1B
$12.3 Million 8.53% of portfolio
1,204,593
Q3 2025 Added 0.66%
$15.1B
$12.1 Million 8.41% of portfolio
33,167
Q3 2025 Reduced 60.67%
$1.55B
$11.9 Million 8.25% of portfolio
1,109,255
Q3 2025 Added 23.08%
$8.64B
$10.9 Million 7.61% of portfolio
129,548
Q3 2025 Reduced 15.4%
$3.74B
$10.7 Million 7.42% of portfolio
301,379
Q3 2025 New
$711M
$10.4 Million 7.23% of portfolio
970,344
Q3 2025 Added 236.36%
Stubhub Hldgs Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $144 Million
  • Prior Value $141 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Toronado Partners, LLC Portfolio

Follow Toronado Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Toronado Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Toronado Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email