Toronado Partners, LLC Top Holdings and 13F Report (2025) About Toronado Partners, LLCInvestment ActivityToronado Partners, LLC has $142.93 million in total holdings as of December 31, 2024.Toronado Partners, LLC owns shares of 11 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 17.22% of the portfolio was purchased this quarter.About 9.93% of the portfolio was sold this quarter.This quarter, Toronado Partners, LLC has purchased 11 new stocks and bought additional shares in 6 stocks.Toronado Partners, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Fabrinet $20,013,491Impinj $19,661,311SiTime $19,565,220Twilio $14,456,803Tripadvisor $13,271,721 Largest Purchases this Quarter Impinj 126,105 shares (about $11.44M)SiTime 52,361 shares (about $8.00M)Tripadvisor 223,444 shares (about $3.17M)Elastic 13,050 shares (about $1.16M)Fabrinet 2,583 shares (about $510.17K) Largest Sales this Quarter EverQuote 255,161 shares (about $6.68M)ASTERA LABS INC 55,000 shares (about $3.28M)Riskified 488,445 shares (about $2.26M)Twilio 12,596 shares (about $1.23M)Harmonic 76,756 shares (about $736.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofToronado Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFNFabrinet$20,013,491$510,168 ▲2.6%101,32914.0%Computer and TechnologyPIImpinj$19,661,311$11,437,723 ▲139.1%216,77313.8%Computer and TechnologySITMSiTime$19,565,220$8,004,426 ▲69.2%127,98613.7%Computer and TechnologyTWLOTwilio$14,456,803$1,233,274 ▼-7.9%147,65410.1%Computer and TechnologyTRIPTripadvisor$13,271,721$3,166,201 ▲31.3%936,6079.3%Retail/WholesaleEVEREverQuote$12,142,024$6,682,666 ▼-35.5%463,6138.5%FinanceESTCElastic$12,093,989$1,162,755 ▲10.6%135,7358.5%Computer and TechnologyJAMFJamf$11,760,750$326,592 ▲2.9%967,9638.2%Business ServicesHLITHarmonic$11,475,778$736,090 ▼-6.0%1,196,6408.0%Computer and TechnologyRSKDRiskified$4,803,220$2,256,616 ▼-32.0%1,039,6583.4%Computer and TechnologyASTERA LABS INC$3,688,262$3,281,850 ▼-47.1%61,8112.6%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
