Toronado Partners as of Dec. 31, 2023
Portfolio Holdings for Toronado Partners
Toronado Partners holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Impinj (PI) | 15.1 | $29M | 319k | 90.03 | |
| Harmonic (HLIT) | 12.2 | $23M | 1.8M | 13.04 | |
| Fabrinet SHS (FN) | 10.6 | $20M | 106k | 190.33 | |
| Sitime Corp (SITM) | 9.9 | $19M | 155k | 122.08 | |
| Elastic N V Ord Shs (ESTC) | 9.6 | $18M | 162k | 112.70 | |
| Twilio Cl A (TWLO) | 9.3 | $18M | 232k | 75.87 | |
| Tenable Hldgs (TENB) | 8.3 | $16M | 342k | 46.06 | |
| Mitek Sys Com New (MITK) | 8.1 | $15M | 1.2M | 13.04 | |
| Riskified Shs Cl A (RSKD) | 8.0 | $15M | 3.3M | 4.68 | |
| Magnachip Semiconductor Corp (MX) | 4.6 | $8.8M | 1.2M | 7.50 | |
| Everquote Com Cl A (EVER) | 4.4 | $8.3M | 678k | 12.24 |
