Toronado Partners
Latest statistics and disclosures from Toronado Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FN, TWLO, HLIT, SITM, ALAB, and represent 55.34% of Toronado Partners's stock portfolio.
- Added to shares of these 5 stocks: TRIP (+$11M), EVER (+$5.4M), PI, FN, JAMF.
- Started 1 new stock position in TRIP.
- Reduced shares in these 7 stocks: ALAB (-$24M), TWLO (-$14M), ESTC (-$11M), MITK (-$11M), SITM, HLIT, RSKD.
- Sold out of its position in MITK.
- Toronado Partners was a net seller of stock by $-44M.
- Toronado Partners has $158M in assets under management (AUM), dropping by -5.42%.
- Central Index Key (CIK): 0001749611
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Portfolio Holdings for Toronado Partners
Toronado Partners holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fabrinet SHS (FN) | 13.7 | $22M | +9% | 99k | 219.88 |
|
| Twilio Cl A (TWLO) | 10.9 | $17M | -44% | 160k | 108.08 |
|
| Harmonic (HLIT) | 10.6 | $17M | -2% | 1.3M | 13.23 |
|
| Sitime Corp (SITM) | 10.3 | $16M | -19% | 76k | 214.53 |
|
| Astera Labs (ALAB) | 9.8 | $16M | -61% | 117k | 132.45 |
|
| Everquote Com Cl A (EVER) | 9.1 | $14M | +59% | 719k | 19.99 |
|
| Jamf Hldg Corp (JAMF) | 8.4 | $13M | +5% | 941k | 14.05 |
|
| Impinj (PI) | 8.3 | $13M | +36% | 91k | 145.26 |
|
| Elastic N V Ord Shs (ESTC) | 7.7 | $12M | -48% | 123k | 99.08 |
|
| Tripadvisor (TRIP) | 6.7 | $11M | NEW | 713k | 14.77 |
|
| Riskified Shs Cl A (RSKD) | 4.6 | $7.2M | -3% | 1.5M | 4.73 |
|
Past Filings by Toronado Partners
SEC 13F filings are viewable for Toronado Partners going back to 2018
- Toronado Partners 2024 Q4 filed Feb. 13, 2025
- Toronado Partners 2024 Q3 filed Nov. 13, 2024
- Toronado Partners 2024 Q2 filed Aug. 13, 2024
- Toronado Partners 2024 Q1 filed May 14, 2024
- Toronado Partners 2023 Q4 filed Feb. 13, 2024
- Toronado Partners 2023 Q3 filed Nov. 13, 2023
- Toronado Partners 2023 Q2 filed Aug. 11, 2023
- Toronado Partners 2022 Q4 restated filed May 12, 2023
- Toronado Partners 2023 Q1 filed May 12, 2023
- Toronado Partners 2022 Q4 filed Feb. 13, 2023
- Toronado Partners 2022 Q3 filed Nov. 10, 2022
- Toronado Partners 2022 Q2 filed Aug. 12, 2022
- Toronado Partners 2022 Q1 filed May 13, 2022
- Toronado Partners 2021 Q4 filed Feb. 11, 2022
- Toronado Partners 2021 Q3 filed Nov. 12, 2021
- Toronado Partners 2021 Q2 filed Aug. 13, 2021