13F HOLDINGS REPORT
Toronado Partners, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001749611-25-000003
Total Value
$158.3M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FABRINET | FN | 98,746 | $21.7M | 13.72% |
| 2 | TWILIO INC | TWLO | 160,250 | $17.3M | 10.94% |
| 3 | HARMONIC INC | HLIT | 1,273,396 | $16.8M | 10.65% |
| 4 | SITIME CORP | SITM | 75,625 | $16.2M | 10.25% |
| 5 | ASTERA LABS INC | ALAB | 116,811 | $15.5M | 9.78% |
| 6 | EVERQUOTE INC | EVER | 718,774 | $14.4M | 9.08% |
| 7 | JAMF HLDG CORP | 47074L105 | 941,083 | $13.2M | 8.36% |
| 8 | IMPINJ INC | PI | 90,668 | $13.2M | 8.32% |
| 9 | ELASTIC N V | ESTC | 122,685 | $12.2M | 7.68% |
| 10 | TRIPADVISOR INC | TRIP | 713,163 | $10.5M | 6.66% |
| 11 | RISKIFIED LTD | RSKD | 1,528,103 | $7.2M | 4.57% |