Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 11
- +1 vs. Q2 2024
- Portfolio value
- $167.3M
- +$11.3M (+7.2%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FNFabrinet | SHS | 90,046 | $21.3M | 12.7% | −4,169−4.4% | Reduced | History |
| HLITHarmonic Inc. | COM | 1,307,335 | $19.0M | 11.4% | −632,238−32.6% | Reduced | History |
| TWLOTwilio Inc | CL A | 291,250 | $19.0M | 11.4% | +64,530+28.5% | Added | History |
| ESTCElastic N.V. | ORD SHS | 236,785 | $18.2M | 10.9% | +85,691+56.7% | Added | History |
| SITMSITIME Corp | COM | 94,510 | $16.2M | 9.7% | −8,322−8.1% | Reduced | History |
| ALABAstera Labs, Inc. | Stock | 300,000 | $15.7M | 9.4% | +300,000 | New | History |
| JAMFJamf Holding Corp. | COM | 895,162 | $15.5M | 9.3% | −98,452−9.9% | Reduced | History |
| PIImpinj Inc | COM | 66,449 | $14.4M | 8.6% | −13,647−17.0% | Reduced | History |
| MITKMitek Systems Inc | COM NEW | 1,263,376 | $11.0M | 6.5% | +52,969+4.4% | Added | History |
| EVEREverQuote, Inc. | COM CL A | 450,104 | $9.49M | 5.7% | −194,882−30.2% | Reduced | History |
| RSKDRiskified Ltd. | SHS CL A | 1,591,578 | $7.53M | 4.5% | −183,926−10.4% | Reduced | History |