Fund Universe

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☆Toronado Partners, LLC

CIK 0001749611 · holdings for 2026Q2 (change vs 2026Q1) aum_below_min from universe
Quality Q
0.000
AUM ($M)
36
Positions
11
Turnover
0.28
Top-10 wt
96%
Herfindahl
0.103
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 12 positions · portfolio value $36M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆PI funds › IMPINJ INC TRIM — 15.1% +1.5% 5.4 37,455 -32,752 0 —
☆SITM funds › SITIME CORP TRIM — 14.9% +4.3% 5.3 7,117 -9,125 0 —
☆EVER funds › EVERQUOTE INC TRIM — 11.0% +2.4% 3.9 165,094 -131,930 0 —
☆KRNT funds › KORNIT DIGITAL LTD TRIM — 9.9% +3.3% 3.5 217,403 -21,034 0 —
☆IDCC funds › INTERDIGITAL INC NEW — 8.9% +8.9% 3.2 11,200 +11,200 0 —
☆FN funds › FABRINET SHS TRIM — 8.5% -4.3% 3.0 5,363 -7,658 0 —
☆AMPL funds › AMPLITUDE INC ADD — 7.9% +3.8% 2.8 366,751 +47,928 0 —
☆ESTC funds › ELASTIC NV TRIM — 7.5% -4.1% 2.7 46,507 -76,041 0 —
☆TWLO funds › TWILIO INC TRIM — 7.0% -1.8% 2.5 11,999 -25,000 0 —
☆AMBQ funds › AMBIQ MICRO INC TRIM — 4.8% +3.8% 1.7 19,225 -1,997 0 —
☆HLIT funds › HARMONIC TRIM — 4.5% -5.1% 1.6 97,755 -467,310 0 —
☆WIX funds › WIX COM LTD EXIT — 0.0% -12.7% 0.0 0 -74,924 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 36 11 0.28 96% 0.103 0.000 — left
2026Q1 53 11 0.25 99% 0.106 0.325 — in
2025Q4 105 11 0.18 95% 0.097 0.471 — in
2025Q3 151 12 0.18 88% 0.088 0.476 — in
2025Q2 141 11 0.12 99% 0.116 0.731 — entered
2025Q1 143 11 0.00 97% 0.106 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status