Toronado Partners, LLC
•CIK: 1749611•Filing: Q4 2025
**Toronado Partners, LLC** manages $105M across a concentrated portfolio of 11 positions. The fund exhibits significant conviction in technology and specialized sectors, with top holdings including TWLO at $14.9M and PI at $12.0M. Further allocations are notable in CRBD ($10.7M), SITM ($10.6M), and HLIT ($10.0M). This structure suggests a focused, high-conviction approach to generating alpha within its current mandate.
Total AUM
$104.7M
QoQ Performance
-30.6%
Positions
11
Top 10 Concentration
94.5%
Latest Filing
Q4 2025
Top Holdings Allocation
TWLO
PI
ESTC
SITM
HLIT
AMPL
TRIP
FN
TWLO14.2%
PI11.4%
ESTC10.2%
SITM10.2%
HLIT9.5%
AMPL8.6%
TRIP8.0%
FN7.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
Changes from Q3 2025
NEW1 new position
↑2 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023