13F HOLDINGS REPORT
Toronado Partners, LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001420506-25-001098
Total Value
$142.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FABRINET | FN | 101,329 | $20.0M | 14.00% |
| 2 | IMPINJ INC | PI | 216,773 | $19.7M | 13.76% |
| 3 | SITIME CORP | SITM | 127,986 | $19.6M | 13.69% |
| 4 | TWILIO INC | TWLO | 147,654 | $14.5M | 10.11% |
| 5 | TRIPADVISOR INC | TRIP | 936,607 | $13.3M | 9.29% |
| 6 | EVERQUOTE INC | EVER | 463,613 | $12.1M | 8.49% |
| 7 | ELASTIC N V | ESTC | 135,735 | $12.1M | 8.46% |
| 8 | JAMF HLDG CORP | 47074L105 | 967,963 | $11.8M | 8.23% |
| 9 | HARMONIC INC | HLIT | 1,196,640 | $11.5M | 8.03% |
| 10 | RISKIFIED LTD | RSKD | 1,039,658 | $4.8M | 3.36% |
| 11 | ASTERA LABS INC | ALAB | 61,811 | $3.7M | 2.58% |