Toronado Partners, LLC
SAN FRANCISCO CA · SEC CIK 0001749611
$3,554.38万2026Q2 申报市值
11持仓数
95.5%前十大占比 · 第一大 15.1%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IDCC 新建仓+$317.11万
AMPL 加仓+$36.66万
2026Q2 卖出最多 按季末市值估算
HLIT 减仓-$763.12万
SITM 减仓-$680.32万
WIX 清仓-$674.84万
TWLO 减仓-$515.83万
PI 减仓-$469.11万
2026Q2 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 | $536.47万 | 15.09% | 37,455 | -32,752 | -46.7% | -$469.11万 | 减仓 |
| SITM | SITIME CORP | $530.62万 | 14.93% | 7,117 | -9,125 | -56.2% | -$680.32万 | 减仓 |
| EVER | EVERQUOTE INC | $392.76万 | 11.05% | 165,094 | -131,930 | -44.4% | -$313.86万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $353.28万 | 9.94% | 217,403 | -21,034 | -8.8% | -$34.18万 | 减仓 |
| IDCC | INTERDIGITAL INC | $317.11万 | 8.92% | 11,200 | 11,200 | — | $317.11万 | 新建仓 |
| FN | FABRINET SHS | $301.44万 | 8.48% | 5,363 | -7,658 | -58.8% | -$430.44万 | 减仓 |
| AMPL | AMPLITUDE INC | $280.56万 | 7.89% | 366,751 | 47,928 | 15.0% | $36.66万 | 加仓 |
| ESTC | ELASTIC NV | $265.18万 | 7.46% | 46,507 | -76,041 | -62.0% | -$433.59万 | 减仓 |
| TWLO | TWILIO INC | $247.58万 | 6.97% | 11,999 | -25,000 | -67.6% | -$515.83万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $169.76万 | 4.78% | 19,225 | -1,997 | -9.4% | -$17.63万 | 减仓 |
| HLIT | HARMONIC | $159.63万 | 4.49% | 97,755 | -467,310 | -82.7% | -$763.12万 | 减仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -74,924 | -100.0% | -$674.84万 | 清仓 |