Toronado Partners, LLC
SAN FRANCISCO CA · SEC CIK 0001749611
$5,300.34万2026Q1 申报市值
11持仓数
99.0%前十大占比 · 第一大 13.6%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
KRNT 新建仓+$349.55万
WIX 加仓+$176.75万
AMBQ 新建仓+$53.93万
PI 加仓+$14.71万
EVER 加仓+$9.98万
2026Q1 卖出最多 按季末市值估算
TWLO 减仓-$851.35万
TRIP 清仓-$839.70万
STUB 清仓-$751.88万
SITM 减仓-$478.66万
HLIT 减仓-$398.38万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PI | IMPINJ INC | $721.03万 | 13.60% | 70,207 | 1,432 | 2.1% | $14.71万 | 加仓 |
| FN | FABRINET SHS | $679.07万 | 12.81% | 13,021 | -4,646 | -26.3% | -$242.30万 | 减仓 |
| WIX | WIX COM LTD | $674.84万 | 12.73% | 74,924 | 19,624 | 35.5% | $176.75万 | 加仓 |
| ESTC | ELASTIC NV | $612.62万 | 11.56% | 122,548 | -19,000 | -13.4% | -$94.98万 | 减仓 |
| SITM | SITIME CORP | $560.92万 | 10.58% | 16,242 | -13,860 | -46.0% | -$478.66万 | 减仓 |
| HLIT | HARMONIC | $507.43万 | 9.57% | 565,065 | -443,625 | -44.0% | -$398.38万 | 减仓 |
| TWLO | TWILIO INC | $465.52万 | 8.78% | 36,999 | -67,664 | -64.6% | -$851.35万 | 减仓 |
| EVER | EVERQUOTE INC | $458.01万 | 8.64% | 297,024 | 6,475 | 2.2% | $9.98万 | 加仓 |
| KRNT | KORNIT DIGITAL LTD | $349.55万 | 6.59% | 238,437 | 238,437 | — | $349.55万 | 新建仓 |
| AMPL | AMPLITUDE INC | $217.44万 | 4.10% | 318,823 | -456,750 | -58.9% | -$311.50万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $53.93万 | 1.02% | 21,222 | 21,222 | — | $53.93万 | 新建仓 |
| TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | -576,715 | -100.0% | -$839.70万 | 清仓 |
| STUB | STUBHUB HLDGS INC | $0 | 0.00% | 0 | -555,710 | -100.0% | -$751.88万 | 清仓 |