Toronado Partners as of Dec. 31, 2024
Portfolio Holdings for Toronado Partners
Toronado Partners holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fabrinet SHS (FN) | 13.7 | $22M | 99k | 219.88 | |
| Twilio Cl A (TWLO) | 10.9 | $17M | 160k | 108.08 | |
| Harmonic (HLIT) | 10.6 | $17M | 1.3M | 13.23 | |
| Sitime Corp (SITM) | 10.3 | $16M | 76k | 214.53 | |
| Astera Labs (ALAB) | 9.8 | $16M | 117k | 132.45 | |
| Everquote Com Cl A (EVER) | 9.1 | $14M | 719k | 19.99 | |
| Jamf Hldg Corp (JAMF) | 8.4 | $13M | 941k | 14.05 | |
| Impinj (PI) | 8.3 | $13M | 91k | 145.26 | |
| Elastic N V Ord Shs (ESTC) | 7.7 | $12M | 123k | 99.08 | |
| Tripadvisor (TRIP) | 6.7 | $11M | 713k | 14.77 | |
| Riskified Shs Cl A (RSKD) | 4.6 | $7.2M | 1.5M | 4.73 |
