Portfolio (Quarterly) Guide ↗

Toronado Partners, LLC

· CIK 0001749611

13F Portfolio $53M AUM 11 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 3 Added 6 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	TRIP	TRIPADVISOR INC	Consumer Cyclical	576,715	$8.4M	8.02%	SOLD
2	—	STUBHUB HLDGS INC	—	555,710	$7.5M	7.18%	SOLD

Sector Allocation

Technology 76.0%

Communication Services 17.4%

Industrials 6.6%