Toronado Partners as of Sept. 30, 2024
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 | 90k | 236.44 | |
| Harmonic (HLIT) | 11.4 | $19M | 1.3M | 14.57 | |
| Twilio Cl A (TWLO) | 11.4 | $19M | 291k | 65.22 | |
| Elastic N V Ord Shs (ESTC) | 10.9 | $18M | 237k | 76.76 | |
| Sitime Corp (SITM) | 9.7 | $16M | 95k | 171.51 | |
| Astera Labs (ALAB) | 9.4 | $16M | 300k | 52.39 | |
| Jamf Hldg Corp (JAMF) | 9.3 | $16M | 895k | 17.35 | |
| Impinj (PI) | 8.6 | $14M | 66k | 216.52 | |
| Mitek Sys Com New (MITK) | 6.5 | $11M | 1.3M | 8.67 | |
| Everquote Com Cl A (EVER) | 5.7 | $9.5M | 450k | 21.09 | |
| Riskified Shs Cl A (RSKD) | 4.5 | $7.5M | 1.6M | 4.73 |
