Toronado Partners, LLC 13F Holdings
CIK 0001749611 · SAN FRANCISCO, CA
As of Sep 30, 2025, Toronado Partners, LLC reported 12 positions worth
CIK 0001749611 · SAN FRANCISCO, CA
As of Sep 30, 2025, Toronado Partners, LLC reported 12 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| IMPINJ INC | PI | Technology | 100,795 | 8.2M | 12.08% |
| TWILIO INC | TWLO | Communication Services | 176,177 | 7.6M | 11.69% |
| TRIPADVISOR INC | TRIP | Industrials | 843,654 | 3.7M | 9.09% |
| EVERQUOTE INC | EVER | Communication Services | 587,440 | 3.4M | 8.91% |
| SITIME CORP | SITM | Technology | 40,785 | 2.3M | 8.15% |
| HARMONIC INC | HLIT | Technology | 1,204,593 | 2.3M | 8.13% |
| FABRINET | FN | Technology | 33,167 | 2.1M | 8.02% |
| JAMF HOLDING CORP | JAMF | Technology | 1,109,255 | 1.9M | 7.87% |
| ELASTIC NV | ESTC | Technology | 129,548 | 0.9M | 7.26% |
| ENPHASE ENERGY INC | ENPH | Technology | 301,379 | 0.7M | 7.07% |
| AMPLITUDE INC | AMPL | Technology | 970,344 | 0.4M | 6.90% |
| STUBHUB HLDGS INC | STUB | Communication Services | 435,332 | $7.3M | 4.86% |