Toronado Partners as of March 31, 2024
Portfolio Holdings for Toronado Partners
Toronado Partners holds 11 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Impinj (PI) | 15.7 | $28M | 221k | 128.41 | |
| Fabrinet SHS (FN) | 13.3 | $24M | 127k | 189.02 | |
| Harmonic (HLIT) | 10.7 | $19M | 1.4M | 13.44 | |
| Twilio Cl A (TWLO) | 10.4 | $19M | 307k | 61.15 | |
| Mitek Sys Com New (MITK) | 9.4 | $17M | 1.2M | 14.10 | |
| Elastic N V Ord Shs (ESTC) | 8.6 | $16M | 155k | 100.24 | |
| Riskified Shs Cl A (RSKD) | 7.8 | $14M | 2.6M | 5.41 | |
| Everquote Com Cl A (EVER) | 7.4 | $13M | 724k | 18.56 | |
| Jamf Hldg Corp (JAMF) | 7.4 | $13M | 729k | 18.35 | |
| Sitime Corp (SITM) | 6.5 | $12M | 126k | 93.23 | |
| Tenable Hldgs (TENB) | 2.6 | $4.8M | 96k | 49.43 |
