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Toronado Partners Portfolio holdings

AUM $53M
1-Year Est. Return 13.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53M
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$1.64M
3
+$633K
4
PI icon
Impinj
PI
+$191K
5
EVER icon
EverQuote
EVER
+$122K

Top Sells

1
+$8.4M
2
+$8.32M
3
+$7.52M
4
SITM icon
SiTime
SITM
+$5.1M
5
HLIT icon
Harmonic Inc
HLIT
+$4.41M

Sector Composition

1 Technology 84.76%
2 Communication Services 8.64%
3 Industrials 6.59%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PI icon
1
Impinj
PI
$3.92B
$7.21M 13.6%
70,207
+1,432
FN icon
2
Fabrinet
FN
$20.6B
$6.79M 12.81%
13,021
-4,646
WIX icon
3
WIX.com
WIX
$1.78B
$6.75M 12.73%
74,924
+19,624
ESTC icon
4
Elastic
ESTC
$6.13B
$6.13M 11.56%
122,548
-19,000
SITM icon
5
SiTime
SITM
$19.2B
$5.61M 10.58%
16,242
-13,860
HLIT icon
6
Harmonic Inc
HLIT
$1.64B
$5.07M 9.57%
565,065
-443,625
TWLO icon
7
Twilio
TWLO
$28.3B
$4.66M 8.78%
36,999
-67,664
EVER icon
8
EverQuote
EVER
$713M
$4.58M 8.64%
297,024
+6,475
KRNT icon
9
Kornit Digital
KRNT
$777M
$3.5M 6.59%
+238,437
AMPL icon
10
Amplitude
AMPL
$866M
$2.17M 4.1%
318,823
-456,750
AMBQ
11
Ambiq Micro
AMBQ
$1.93B
$539K 1.02%
+21,222
TRIP icon
12
TripAdvisor
TRIP
$1.51B
– –
-576,715
STUB
13
StubHub Holdings
STUB
$4.39B
– –
-555,710