Q1 2025 · 13F-HR
Toronado Partners, LLCholdings as filed
Filed 2025-05-14 · accession 0001420506-25-001098
$142.9M
Reported value
11
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G3323L100 | FN | FABRINET | $20.0M | 14.0% | 101,329 | Common | SOLE |
| 453204109 | PI | IMPINJ INC | $19.7M | 13.8% | 216,773 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $19.6M | 13.7% | 127,986 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $14.5M | 10.1% | 147,654 | Common | SOLE |
| 896945201 | TRIP | TRIPADVISOR INC | $13.3M | 9.29% | 936,607 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $12.1M | 8.49% | 463,613 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $12.1M | 8.46% | 135,735 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $11.8M | 8.23% | 967,963 | Common | SOLE |
| 413160102 | HLIT | HARMONIC INC | $11.5M | 8.03% | 1,196,640 | Common | SOLE |
| M8216R109 | RSKD | RISKIFIED LTD | $4.8M | 3.36% | 1,039,658 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $3.7M | 2.58% | 61,811 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.