Toronado Partners, LLC Portfolio Holdings
Q3 2025•12 long positions•$150.9M portfolio value
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Holding13 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Communication Equipment Technology | $18.2M 12.08% | -$17.5M Sold | 0.346% 100.8K shares | 197.4K → 100.8K −$17.5M | -48.95% | $5.3B Mid Cap | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $17.6M 11.69% | +$3.3M Bought | 0.115% 176.2K shares | 143.6K → 176.2K +$3.3M | +22.68% | $15.4B Large Cap | Q4 2018 Held for 6y 11m | |
Travel Services Consumer Cyclical | $13.7M 9.09% | -$2.4M Sold | 0.726% 843.7K shares | 990.6K → 843.7K −$2.4M | -14.84% | $1.9B Small Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $13.4M 8.91% | +$1.3M Bought | 1.61% 587.4K shares | 531.9K → 587.4K +$1.3M | +10.45% | $835.0M Small Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $12.3M 8.15% | -$5.6M Sold | 0.157% 40.8K shares | 59.3K → 40.8K −$5.6M | -31.24% | $7.8B Mid Cap | Q4 2022 Held for 2y 11m | |
Communication Equipment Technology | $12.3M 8.13% | +$81.0K Bought | 1.06% 1.2M shares | 1.2M → 1.2M +$81.0K | +0.66% | $1.2B Small Cap | Q2 2023 Held for 2y 5m | |
Hardware, Equipment & Parts Technology | $12.1M 8.02% | -$18.7M Sold | 0.093% 33.2K shares | 84.3K → 33.2K −$18.7M | -60.67% | $13.0B Large Cap | Q2 2023 Held for 2y 5m | |
Software - Application Technology | $11.9M 7.87% | +$2.2M Bought | 0.835% 1.1M shares | 901.2K → 1.1M +$2.2M | +23.08% | $1.4B Small Cap | Q1 2024 Held for 1y 8m | |
Software - Application Technology | $10.9M 7.26% | -$2.0M Sold | 0.122% 129.5K shares | 153.1K → 129.5K −$2.0M | -15.4% | $9.0B Mid Cap | Q3 2022 Held for 3y 2m | |
Solar Energy | $10.7M 7.07% | +$10.7M New | 0.23% 301.4K shares | 0 → 301.4K +$10.7M | New | $4.6B Mid Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $10.4M 6.9% | +$7.3M Bought | 0.732% 970.3K shares | 288.5K → 970.3K +$7.3M | +236.36% | $1.4B Small Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $7.3M 4.86% | +$7.3M New | 0.118% 435.3K shares | 0 → 435.3K +$7.3M | New | $6.2B Mid Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | - — | -$1.4M Sold | — - shares | 287.3K → 0 −$1.4M | Sold | $806.0M Small Cap | Q4 2021 Held for 3y 11m |
