Toronado Partners
Latest statistics and disclosures from Toronado Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FN, HLIT, TWLO, ESTC, SITM, and represent 56.01% of Toronado Partners's stock portfolio.
- Added to shares of these 4 stocks: ALAB (+$16M), ESTC (+$6.6M), TWLO, MITK.
- Started 1 new stock position in ALAB.
- Reduced shares in these 7 stocks: HLIT (-$9.2M), EVER, PI, JAMF, SITM, FN, RSKD.
- Toronado Partners was a net buyer of stock by $5.7M.
- Toronado Partners has $167M in assets under management (AUM), dropping by 7.22%.
- 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 September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fabrinet SHS (FN) | 12.7 | $21M | -4% | 90k | 236.44 |
|
| Harmonic (HLIT) | 11.4 | $19M | -32% | 1.3M | 14.57 |
|
| Twilio Cl A (TWLO) | 11.4 | $19M | +28% | 291k | 65.22 |
|
| Elastic N V Ord Shs (ESTC) | 10.9 | $18M | +56% | 237k | 76.76 |
|
| Sitime Corp (SITM) | 9.7 | $16M | -8% | 95k | 171.51 |
|
| Astera Labs (ALAB) | 9.4 | $16M | NEW | 300k | 52.39 |
|
| Jamf Hldg Corp (JAMF) | 9.3 | $16M | -9% | 895k | 17.35 |
|
| Impinj (PI) | 8.6 | $14M | -17% | 66k | 216.52 |
|
| Mitek Sys Com New (MITK) | 6.5 | $11M | +4% | 1.3M | 8.67 |
|
| Everquote Com Cl A (EVER) | 5.7 | $9.5M | -30% | 450k | 21.09 |
|
| Riskified Shs Cl A (RSKD) | 4.5 | $7.5M | -10% | 1.6M | 4.73 |
|
Past Filings by Toronado Partners
SEC 13F filings are viewable for Toronado Partners going back to 2018
- 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
- Toronado Partners 2021 Q1 filed May 14, 2021