Toronado Partners as of Sept. 30, 2025
Portfolio Holdings for Toronado Partners
Toronado Partners holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Impinj (PI) | 12.1 | $18M | 101k | 180.75 | |
| Twilio Cl A (TWLO) | 11.7 | $18M | 176k | 100.09 | |
| Tripadvisor (TRIP) | 9.1 | $14M | 844k | 16.26 | |
| Everquote Com Cl A (EVER) | 8.9 | $13M | 587k | 22.87 | |
| Sitime Corp (SITM) | 8.1 | $12M | 41k | 301.31 | |
| Harmonic (HLIT) | 8.1 | $12M | 1.2M | 10.18 | |
| Fabrinet SHS (FN) | 8.0 | $12M | 33k | 364.62 | |
| Jamf Hldg Corp | 7.9 | $12M | 1.1M | 10.70 | |
| Elastic N V Ord Shs (ESTC) | 7.3 | $11M | 130k | 84.49 | |
| 4068594 Enphase Energy (ENPH) | 7.1 | $11M | 301k | 35.39 | |
| Amplitude Com Cl A (AMPL) | 6.9 | $10M | 970k | 10.72 | |
| Stubhub Hldgs Cl A (STUB) | 4.9 | $7.3M | 435k | 16.84 |
