13F HOLDINGS REPORT
Toronado Partners, LLC
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001749611-24-000012
Total Value
$167.3M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FABRINET | FN | 90,046 | $21.3M | 12.72% |
| 2 | HARMONIC INC | HLIT | 1,307,335 | $19.0M | 11.38% |
| 3 | TWILIO INC | TWLO | 291,250 | $19.0M | 11.35% |
| 4 | ELASTIC N V | ESTC | 236,785 | $18.2M | 10.86% |
| 5 | SITIME CORP | SITM | 94,510 | $16.2M | 9.69% |
| 6 | ASTERA LABS INC | ALAB | 300,000 | $15.7M | 9.39% |
| 7 | JAMF HLDG CORP | 47074L105 | 895,162 | $15.5M | 9.28% |
| 8 | IMPINJ INC | PI | 66,449 | $14.4M | 8.60% |
| 9 | MITEK SYS INC | MITK | 1,263,376 | $11.0M | 6.55% |
| 10 | EVERQUOTE INC | EVER | 450,104 | $9.5M | 5.67% |
| 11 | RISKIFIED LTD | RSKD | 1,591,578 | $7.5M | 4.50% |