Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 10
- −1 vs. Q1 2024
- Portfolio value
- $156.1M
- −$24.5M (−13.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FNFabrinet | SHS | 94,215 | $23.1M | 14.8% | −33,218−26.1% | Reduced | History |
| HLITHarmonic Inc. | COM | 1,939,573 | $22.8M | 14.6% | +496,241+34.4% | Added | History |
| ESTCElastic N.V. | ORD SHS | 151,094 | $17.2M | 11.0% | −3,915−2.5% | Reduced | History |
| JAMFJamf Holding Corp. | COM | 993,614 | $16.4M | 10.5% | +264,340+36.2% | Added | History |
| MITKMitek Systems Inc | COM NEW | 1,210,407 | $13.5M | 8.7% | +5,130+0.4% | Added | History |
| EVEREverQuote, Inc. | COM CL A | 644,986 | $13.5M | 8.6% | −79,454−11.0% | Reduced | History |
| TWLOTwilio Inc | CL A | 226,720 | $12.9M | 8.3% | −80,604−26.2% | Reduced | History |
| SITMSITIME Corp | COM | 102,832 | $12.8M | 8.2% | −23,576−18.7% | Reduced | History |
| PIImpinj Inc | COM | 80,096 | $12.6M | 8.0% | −140,934−63.8% | Reduced | History |
| RSKDRiskified Ltd. | SHS CL A | 1,775,504 | $11.3M | 7.3% | −815,094−31.5% | Reduced | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.