Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 11
- 0 vs. Q4 2023
- Portfolio value
- $180.6M
- −$9.61M (−5.1%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PIImpinj Inc | COM | 221,030 | $28.4M | 15.7% | −97,594−30.6% | Reduced | History |
| FNFabrinet | SHS | 127,433 | $24.1M | 13.3% | +21,632+20.4% | Added | History |
| HLITHarmonic Inc. | COM | 1,443,332 | $19.4M | 10.7% | −338,403−19.0% | Reduced | History |
| TWLOTwilio Inc | CL A | 307,324 | $18.8M | 10.4% | +75,131+32.4% | Added | History |
| MITKMitek Systems Inc | COM NEW | 1,205,277 | $17.0M | 9.4% | +28,327+2.4% | Added | History |
| ESTCElastic N.V. | ORD SHS | 155,009 | $15.5M | 8.6% | −7,394−4.6% | Reduced | History |
| RSKDRiskified Ltd. | SHS CL A | 2,590,598 | $14.0M | 7.8% | −660,417−20.3% | Reduced | History |
| EVEREverQuote, Inc. | COM CL A | 724,440 | $13.4M | 7.4% | +46,767+6.9% | Added | History |
| JAMFJamf Holding Corp. | COM | 729,274 | $13.4M | 7.4% | +729,274 | New | History |
| SITMSITIME Corp | COM | 126,408 | $11.8M | 6.5% | −28,108−18.2% | Reduced | History |
| TENBTenable Holdings, Inc. | COM | 96,137 | $4.75M | 2.6% | −245,324−71.8% | Reduced | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.