13F HOLDINGS REPORT
Toronado Partners, LLC
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001749611-24-000005
Total Value
$180.6M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IMPINJ INC | PI | 190,698 | $24.5M | 13.56% |
| 2 | FABRINET | FN | 107,203 | $20.3M | 11.22% |
| 3 | HARMONIC INC | HLIT | 1,443,332 | $19.4M | 10.74% |
| 4 | MITEK SYS INC | MITK | 1,205,277 | $17.0M | 9.41% |
| 5 | TWILIO INC | TWLO | 258,824 | $15.8M | 8.76% |
| 6 | RISKIFIED LTD | RSKD | 2,590,598 | $14.0M | 7.76% |
| 7 | EVERQUOTE INC | EVER | 724,440 | $13.4M | 7.45% |
| 8 | ELASTIC N V | ESTC | 130,385 | $13.1M | 7.24% |
| 9 | JAMF HLDG CORP | 47074L105 | 648,726 | $11.9M | 6.59% |
| 10 | SITIME CORP | SITM | 111,166 | $10.4M | 5.74% |
| 11 | TENABLE HLDGS INC | 88025T102 | 96,137 | $4.8M | 2.63% |
| 12 | IMPINJ INC | PI | 30,332 | $3.9M | 2.16% |
| 13 | FABRINET | FN | 20,230 | $3.8M | 2.12% |
| 14 | TWILIO INC | TWLO | 48,500 | $3.0M | 1.64% |
| 15 | ELASTIC N V | ESTC | 24,624 | $2.5M | 1.37% |
| 16 | JAMF HLDG CORP | 47074L105 | 80,548 | $1.5M | 0.82% |
| 17 | SITIME CORP | SITM | 15,242 | $1.4M | 0.79% |