Hedge Fund - Toronado Partners

Stephen Perkins Bio, Returns, AUM, Net Worth

Founded in 2013, Toronado Capital Management is a California-based hedge fund manager established by Stephen Perkins. The firm focuses on investing in smaller companies within fast-growing technology segments, targeting those with strong multi-year expansion potential while shorting companies with unsustainable growth.

Stephen Perkins is the Founder and Portfolio Manager at Toronado Capital Management. He brings experience from previous roles at the CFA Society San Francisco, Crosslink Capital, Proteus Capital, and Citadel Investment Group. Perkins earned a BA in Economics from the University of California, Berkeley, in 1996.

Toronado Partners operates as a hedge fund with 3 clients and manages discretionary assets totaling $378,846,879 as of March 29, 2024. Their latest 13F filing for Q1 2024 reported $180,573,590 in managed 13F securities, with a top 10 holdings concentration of 97.37%. Toronado Partners' largest holding is Impinj Inc., with 221,030 shares.

Stephen Perkins
Fund Profile
Filing Period:
Fund Name: Toronado Partners
Manager Stephen Perkins
Portfolio Value $167,328,624
Change This QTR +1.07%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. FN 90,046 $21,290,476 -5% 12.72%
2. HLIT 1,307,335 $19,047,871 -33% 11.38%
3. TWLO 291,250 $18,995,325 +29% 11.35%
4. ESTC 236,785 $18,175,617 +57% 10.86%
5. SITM 94,510 $16,209,410 -9% 9.68%
News, Interviews and Investor Letters