Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 11
- 0 vs. Q4 2024
- Portfolio value
- $142.9M
- −$15.3M (−9.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FNFabrinet | SHS | 101,329 | $20.0M | 14.0% | +2,583+2.6% | Added | History |
| PIImpinj Inc | COM | 216,773 | $19.7M | 13.8% | +126,105+139.1% | Added | History |
| SITMSITIME Corp | COM | 127,986 | $19.6M | 13.7% | +52,361+69.2% | Added | History |
| TWLOTwilio Inc | CL A | 147,654 | $14.5M | 10.1% | −12,596−7.9% | Reduced | History |
| TRIPTripAdvisor, Inc. | COM | 936,607 | $13.3M | 9.3% | +223,444+31.3% | Added | History |
| EVEREverQuote, Inc. | COM CL A | 463,613 | $12.1M | 8.5% | −255,161−35.5% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 135,735 | $12.1M | 8.5% | +13,050+10.6% | Added | History |
| JAMFJamf Holding Corp. | COM | 967,963 | $11.8M | 8.2% | +26,880+2.9% | Added | History |
| HLITHarmonic Inc. | COM | 1,196,640 | $11.5M | 8.0% | −76,756−6.0% | Reduced | History |
| RSKDRiskified Ltd. | SHS CL A | 1,039,658 | $4.80M | 3.4% | −488,445−32.0% | Reduced | History |
| ALABAstera Labs, Inc. | Stock | 61,811 | $3.69M | 2.6% | −55,000−47.1% | Reduced | History |