Toronado Partners, LLC - Q42025 Holdings

Toronado Partners, LLC holds 11 stocks with a total portfolio value of $ 104.67M as of Q42025. In Q42025, Toronado Partners, LLC added 1 new position, increased stakes in 2 stocks, reduced 8 holdings, and fully exited 2 positions. The largest holding is Twilio Inc (TWLO), representing 14.22% of the total portfolio.