13F HOLDINGS REPORT
Toronado Partners, LLC
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001749611-24-000009
Total Value
$156.1M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FABRINET | FN | 94,215 | $23.1M | 14.78% |
| 2 | HARMONIC INC | HLIT | 1,939,573 | $22.8M | 14.63% |
| 3 | ELASTIC N V | ESTC | 151,094 | $17.2M | 11.03% |
| 4 | JAMF HLDG CORP | 47074L105 | 993,614 | $16.4M | 10.51% |
| 5 | MITEK SYS INC | MITK | 1,210,407 | $13.5M | 8.67% |
| 6 | EVERQUOTE INC | EVER | 644,986 | $13.5M | 8.62% |
| 7 | TWILIO INC | TWLO | 226,720 | $12.9M | 8.25% |
| 8 | SITIME CORP | SITM | 102,832 | $12.8M | 8.20% |
| 9 | IMPINJ INC | PI | 80,096 | $12.6M | 8.05% |
| 10 | RISKIFIED LTD | RSKD | 1,775,504 | $11.3M | 7.27% |