Toronado Partners, LLC
- SEC CIK
- 0001749611
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 11
- 0 vs. Q1 2025
- Portfolio value
- $140.9M
- −$2.04M (−1.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RSKDRiskified Ltd. | SHS CL A | 287,270 | $1.43M | 1.0% | −752,388−72.4% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 288,488 | $3.58M | 2.5% | +288,488 | New | History |
| JAMFJamf Holding Corp. | COM | 901,236 | $8.57M | 6.1% | −66,727−6.9% | Reduced | History |
| HLITHarmonic Inc. | COM | 1,196,640 | $11.3M | 8.0% | 00.0% | Unchanged | History |
| SITMSITIME Corp | COM | 59,312 | $12.6M | 9.0% | −68,674−53.7% | Reduced | History |
| EVEREverQuote, Inc. | COM CL A | 531,884 | $12.9M | 9.1% | +68,271+14.7% | Added | History |
| ESTCElastic N.V. | ORD SHS | 153,128 | $12.9M | 9.2% | +17,393+12.8% | Added | History |
| TRIPTripAdvisor, Inc. | COM | 990,649 | $12.9M | 9.2% | +54,042+5.8% | Added | History |
| TWLOTwilio Inc | CL A | 143,609 | $17.9M | 12.7% | −4,045−2.7% | Reduced | History |
| PIImpinj Inc | COM | 197,441 | $21.9M | 15.6% | −19,332−8.9% | Reduced | History |
| FNFabrinet | SHS | 84,329 | $24.9M | 17.6% | −17,000−16.8% | Reduced | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.