Toronado Partners as of June 30, 2025
Portfolio Holdings for Toronado Partners
Toronado Partners holds 11 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fabrinet SHS (FN) | 17.6 | $25M | 84k | 294.68 | |
| Impinj (PI) | 15.6 | $22M | 197k | 111.07 | |
| Twilio Cl A (TWLO) | 12.7 | $18M | 144k | 124.36 | |
| Tripadvisor (TRIP) | 9.2 | $13M | 991k | 13.05 | |
| Elastic N V Ord Shs (ESTC) | 9.2 | $13M | 153k | 84.33 | |
| Everquote Com Cl A (EVER) | 9.1 | $13M | 532k | 24.18 | |
| Sitime Corp (SITM) | 9.0 | $13M | 59k | 213.08 | |
| Harmonic (HLIT) | 8.0 | $11M | 1.2M | 9.47 | |
| Jamf Hldg Corp (JAMF) | 6.1 | $8.6M | 901k | 9.51 | |
| Amplitude Com Cl A (AMPL) | 2.5 | $3.6M | 289k | 12.40 | |
| Riskified Shs Cl A (RSKD) | 1.0 | $1.4M | 287k | 4.99 |
