13F HOLDINGS REPORT
Toronado Partners, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001420506-25-001899
Total Value
$140.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FABRINET | FN | 84,329 | $24.9M | 17.64% |
| 2 | IMPINJ INC | PI | 197,441 | $21.9M | 15.56% |
| 3 | TWILIO INC | TWLO | 143,609 | $17.9M | 12.68% |
| 4 | TRIPADVISOR INC | TRIP | 990,649 | $12.9M | 9.18% |
| 5 | ELASTIC N V | ESTC | 153,128 | $12.9M | 9.17% |
| 6 | EVERQUOTE INC | EVER | 531,884 | $12.9M | 9.13% |
| 7 | SITIME CORP | SITM | 59,312 | $12.6M | 8.97% |
| 8 | HARMONIC INC | HLIT | 1,196,640 | $11.3M | 8.04% |
| 9 | JAMF HLDG CORP | 47074L105 | 901,236 | $8.6M | 6.08% |
| 10 | AMPLITUDE INC | AMPL | 288,488 | $3.6M | 2.54% |
| 11 | RISKIFIED LTD | RSKD | 287,270 | $1.4M | 1.02% |