Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 11
- 0 vs. Q3 2023
- Portfolio value
- $190.2M
- +$13.8M (+7.8%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PIImpinj Inc | COM | 318,624 | $28.7M | 15.1% | −37,201−10.5% | Reduced | History |
| HLITHarmonic Inc. | COM | 1,781,735 | $23.2M | 12.2% | −229,797−11.4% | Reduced | History |
| FNFabrinet | SHS | 105,801 | $20.1M | 10.6% | −34,026−24.3% | Reduced | History |
| SITMSITIME Corp | COM | 154,516 | $18.9M | 9.9% | +40,153+35.1% | Added | History |
| ESTCElastic N.V. | ORD SHS | 162,403 | $18.3M | 9.6% | −34,459−17.5% | Reduced | History |
| TWLOTwilio Inc | CL A | 232,193 | $17.6M | 9.3% | +55,916+31.7% | Added | History |
| TENBTenable Holdings, Inc. | COM | 341,461 | $15.7M | 8.3% | −198,875−36.8% | Reduced | History |
| MITKMitek Systems Inc | COM NEW | 1,176,950 | $15.3M | 8.1% | −212,398−15.3% | Reduced | History |
| RSKDRiskified Ltd. | SHS CL A | 3,251,015 | $15.2M | 8.0% | −431,623−11.7% | Reduced | History |
| MXMagnachip Semiconductor Corp | COM | 1,168,154 | $8.76M | 4.6% | −622,821−34.8% | Reduced | History |
| EVEREverQuote, Inc. | COM CL A | 677,673 | $8.29M | 4.4% | +677,673 | New | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.