Toronado Partners, LLC Top Holdings and 13F Report (2024)

→ Gold Set to EXPLODE! (From Gold Safe Exchange) (Ad)

About Toronado Partners, LLC

Toronado Partners, LLC has $180.57 million in total holdings as of March 31, 2024.
Toronado Partners, LLC owns shares of 11 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 12.92% of the portfolio was purchased this quarter.
About 24.87% of the portfolio was sold this quarter.
This quarter, Toronado Partners, LLC has purchased 11 new stocks and bought additional shares in 4 stocks.
Toronado Partners, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.

Jamf: 729,274 shares (about $13.38M)
Twilio: 75,131 shares (about $4.59M)
Fabrinet: 21,632 shares (about $4.09M)
EverQuote: 46,767 shares (about $868.00K)
Mitek Systems: 28,327 shares (about $399.41K)

Impinj: 97,594 shares (about $12.53M)
Tenable: 245,324 shares (about $12.13M)
Harmonic: 338,403 shares (about $4.55M)
Riskified: 660,417 shares (about $3.57M)
SiTime: 28,108 shares (about $2.62M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PI Impinj	$28,382,462	$12,532,045 ▼	-30.6%	221,030	15.7%	Computer and Technology
FN Fabrinet	$24,087,386	$4,088,881 ▲	20.4%	127,433	13.3%	Computer and Technology
HLIT Harmonic	$19,398,382	$4,548,136 ▼	-19.0%	1,443,332	10.7%	Computer and Technology
TWLO Twilio	$18,792,863	$4,594,261 ▲	32.4%	307,324	10.4%	Computer and Technology
MITK Mitek Systems	$16,994,406	$399,411 ▲	2.4%	1,205,277	9.4%	Computer and Technology
ESTC Elastic	$15,538,102	$741,175 ▼	-4.6%	155,009	8.6%	Business Services
RSKD Riskified	$14,015,135	$3,572,856 ▼	-20.3%	2,590,598	7.8%	Computer and Technology
EVER EverQuote	$13,445,606	$867,995 ▲	6.9%	724,440	7.4%	Finance
JAMF Jamf	$13,382,178	$13,382,178 ▲	New Holding	729,274	7.4%	Business Services
SITM SiTime	$11,785,018	$2,620,509 ▼	-18.2%	126,408	6.5%	Computer and Technology
TENB Tenable	$4,752,052	$12,126,366 ▼	-71.8%	96,137	2.6%	Computer and Technology
MX Magnachip Semiconductor	$0	$8,761,155 ▼	-100.0%	0	0.0%	Computer and Technology