Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 11
- 0 vs. Q3 2024
- Portfolio value
- $158.3M
- −$9.08M (−5.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FNFabrinet | SHS | 98,746 | $21.7M | 13.7% | +8,700+9.7% | Added | History |
| TWLOTwilio Inc | CL A | 160,250 | $17.3M | 10.9% | −131,000−45.0% | Reduced | History |
| HLITHarmonic Inc. | COM | 1,273,396 | $16.8M | 10.6% | −33,939−2.6% | Reduced | History |
| SITMSITIME Corp | COM | 75,625 | $16.2M | 10.3% | −18,885−20.0% | Reduced | History |
| ALABAstera Labs, Inc. | Stock | 116,811 | $15.5M | 9.8% | −183,189−61.1% | Reduced | History |
| EVEREverQuote, Inc. | COM CL A | 718,774 | $14.4M | 9.1% | +268,670+59.7% | Added | History |
| JAMFJamf Holding Corp. | COM | 941,083 | $13.2M | 8.4% | +45,921+5.1% | Added | History |
| PIImpinj Inc | COM | 90,668 | $13.2M | 8.3% | +24,219+36.4% | Added | History |
| ESTCElastic N.V. | ORD SHS | 122,685 | $12.2M | 7.7% | −114,100−48.2% | Reduced | History |
| TRIPTripAdvisor, Inc. | COM | 713,163 | $10.5M | 6.7% | +713,163 | New | History |
| RSKDRiskified Ltd. | SHS CL A | 1,528,103 | $7.23M | 4.6% | −63,475−4.0% | Reduced | History |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.