Toronado Partners as of March 31, 2025
Portfolio Holdings for Toronado Partners
Toronado Partners holds 11 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fabrinet SHS (FN) | 14.0 | $20M | 101k | 197.51 | |
| Impinj (PI) | 13.8 | $20M | 217k | 90.70 | |
| Sitime Corp (SITM) | 13.7 | $20M | 128k | 152.87 | |
| Twilio Cl A (TWLO) | 10.1 | $15M | 148k | 97.91 | |
| Tripadvisor (TRIP) | 9.3 | $13M | 937k | 14.17 | |
| Everquote Com Cl A (EVER) | 8.5 | $12M | 464k | 26.19 | |
| Elastic N V Ord Shs (ESTC) | 8.5 | $12M | 136k | 89.10 | |
| Jamf Hldg Corp | 8.2 | $12M | 968k | 12.15 | |
| Harmonic (HLIT) | 8.0 | $12M | 1.2M | 9.59 | |
| Riskified Shs Cl A (RSKD) | 3.4 | $4.8M | 1.0M | 4.62 | |
| Astera Labs (ALAB) | 2.6 | $3.7M | 62k | 59.67 |
