Toronado Partners as of June 30, 2024
Portfolio Holdings for Toronado Partners
Toronado Partners holds 10 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fabrinet SHS (FN) | 14.8 | $23M | 94k | 244.79 | |
| Harmonic (HLIT) | 14.6 | $23M | 1.9M | 11.77 | |
| Elastic N V Ord Shs (ESTC) | 11.0 | $17M | 151k | 113.91 | |
| Jamf Hldg Corp (JAMF) | 10.5 | $16M | 994k | 16.50 | |
| Mitek Sys Com New (MITK) | 8.7 | $14M | 1.2M | 11.18 | |
| Everquote Com Cl A (EVER) | 8.6 | $14M | 645k | 20.86 | |
| Twilio Cl A (TWLO) | 8.3 | $13M | 227k | 56.81 | |
| Sitime Corp (SITM) | 8.2 | $13M | 103k | 124.38 | |
| Impinj (PI) | 8.0 | $13M | 80k | 156.77 | |
| Riskified Shs Cl A (RSKD) | 7.3 | $11M | 1.8M | 6.39 |
