Toronado Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 11Value: $142.9MLatest: 2025Q1

Toronado Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 11 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALAB",
  "FN",
  "PI",
  "EVER",
  "TWLO",
  "TRIP",
  "RSKD",
  "HLIT",
  "JAMF",
  "ESTC",
  "SITM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 11
Total Value: 142932569
Accession Number: 0001420506-25-001098
Form Type: 13F-HR
CIK: toronado-partners
Manager Name: Toronado-Partners

Data Enrichment

100% identified

11 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

11 positions • $142.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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Fabrinet

FN|G3323L100

Shares:101.3K

Value:$20.0M

% of Portfolio:14.0% ($20.0M/$142.9M)

IMPINJ INC

PI|453204109

Shares:216.8K

Value:$19.7M

% of Portfolio:13.8% ($19.7M/$142.9M)

SITIME Corp

SITM|82982T106

Shares:128.0K

Value:$19.6M

% of Portfolio:13.7% ($19.6M/$142.9M)

TWILIO INC

TWLO|90138F102

Shares:147.7K

Value:$14.5M

% of Portfolio:10.1% ($14.5M/$142.9M)

TripAdvisor, Inc.

TRIP|896945201

Shares:936.6K

Value:$13.3M

% of Portfolio:9.3% ($13.3M/$142.9M)

EverQuote, Inc.

EVER|30041R108

Shares:463.6K

Value:$12.1M

% of Portfolio:8.5% ($12.1M/$142.9M)

Elastic N.V.

ESTC|N14506104

Shares:135.7K

Value:$12.1M

% of Portfolio:8.5% ($12.1M/$142.9M)

Jamf Holding Corp.

JAMF|47074L105

Shares:968.0K

Value:$11.8M

% of Portfolio:8.2% ($11.8M/$142.9M)

HARMONIC INC

HLIT|413160102

Shares:1.2M

Value:$11.5M

% of Portfolio:8.0% ($11.5M/$142.9M)

RISKIFIED LTD.

RSKD|M8216R109

Shares:1.0M

Value:$4.8M

% of Portfolio:3.4% ($4.8M/$142.9M)

Astera Labs, Inc.

ALAB|04626A103

Shares:61.8K

Value:$3.7M

% of Portfolio:2.6% ($3.7M/$142.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Fabrinet(FNcusipG3323L100)	101.3K	QoQ +2.61% (-2.6K) YoY +400.88% (+81.1K)	All Managers (Combined)	$20.0M	14.0% ($20.0M/$142.9M)	QoQ -7.82% (-$1.7M) YoY +423.38% (+$16.2M)
IMPINJ INC(PIcusip453204109)	216.8K	QoQ +139.08% (+126.1K) YoY +614.66% (+186.4K)	All Managers (Combined)	$19.7M	13.8% ($19.7M/$142.9M)	QoQ +49.28% (+$6.5M) YoY +404.79% (+$15.8M)
SITIME Corp(SITMcusip82982T106)	128.0K	QoQ +69.23% (+52.4K) YoY +739.69% (+112.7K)	All Managers (Combined)	$19.6M	13.7% ($19.6M/$142.9M)	QoQ +20.59% (+$3.3M) YoY +1276.85% (+$18.1M)
TWILIO INC(TWLOcusip90138F102)	147.7K	QoQ -7.86% (-12.6K) YoY +204.44% (+99.2K)	All Managers (Combined)	$14.5M	10.1% ($14.5M/$142.9M)	QoQ -16.53% (-$2.9M) YoY +387.45% (+$11.5M)
TripAdvisor, Inc.(TRIPcusip896945201)	936.6K	QoQ +31.33% (+223.4K) YoY NEW(+936.6K)	All Managers (Combined)	$13.3M	9.3% ($13.3M/$142.9M)	QoQ +25.99% (+$2.7M) YoY NEW(+$13.3M)
EverQuote, Inc.(EVERcusip30041R108)	463.6K	QoQ -35.49% (-255.2K) YoY -36.00% (-260.8K)	All Managers (Combined)	$12.1M	8.5% ($12.1M/$142.9M)	QoQ -15.49% (-$2.2M) YoY -9.69% (-$1.3M)
Elastic N.V.(ESTCcusipN14506104)	135.7K	QoQ +10.63% (-13.1K) YoY +451.23% (+111.1K)	All Managers (Combined)	$12.1M	8.5% ($12.1M/$142.9M)	QoQ -0.50% (-$61.6K) YoY +389.97% (+$9.6M)
Jamf Holding Corp.(JAMFcusip47074L105)	968.0K	QoQ +2.85% (-26.9K) YoY +1101.72% (+887.4K)	All Managers (Combined)	$11.8M	8.2% ($11.8M/$142.9M)	QoQ -11.05% (-$1.5M) YoY +695.69% (+$10.3M)
HARMONIC INC(HLITcusip413160102)	1.2M	QoQ -6.02% (-76.8K) YoY -17.09% (-246.7K)	All Managers (Combined)	$11.5M	8.0% ($11.5M/$142.9M)	QoQ -31.88% (-$5.4M) YoY -40.84% (-$7.9M)
RISKIFIED LTD.(RSKDcusipM8216R109)	1.0M	QoQ -31.96% (-488.4K) YoY -59.86% (-1.6M)	All Managers (Combined)	$4.8M	3.4% ($4.8M/$142.9M)	QoQ -33.54% (-$2.4M) YoY -65.72% (-$9.2M)
Astera Labs, Inc.(ALABcusip04626A103)	61.8K	QoQ -47.08% (-55.0K) YoY NEW(+61.8K)	All Managers (Combined)	$3.7M	2.6% ($3.7M/$142.9M)	QoQ -76.16% (-$11.8M) YoY NEW(+$3.7M)