| Filer Name: |
TORONADO PARTNERS, LLC |
| CIK: |
1749611 |
| Period: |
2024-12-31 |
| Filed At: |
2025-02-13 |
| Number of Holdings: |
11 |
| Portfolio Value: |
$0.16B |
Toronado Partners, Llc Top Holdings
| Ticker |
Exchange |
Security |
Shares |
Value |
% of Portfolio |
Position Change |
Put/Call |
|
FN
|
US |
FABRINET |
98,746 |
$22M |
13.72% |
9.7%
|
- |
|
TWLO
|
US |
TWILIO INC - A |
160,250 |
$17M |
10.94% |
-45.0%
|
- |
|
HLIT
|
US |
HARMONIC INC |
1,273,396 |
$17M |
10.65% |
-2.6%
|
- |
|
SITM
|
US |
SITIME CORP |
75,625 |
$16M |
10.25% |
-20.0%
|
- |
|
ALAB
|
US |
ASTERA LABS INC |
116,811 |
$15M |
9.78% |
-61.1%
|
- |
|
EVER
|
US |
EVERQUOTE INC - CLASS A |
718,774 |
$14M |
9.08% |
59.7%
|
- |
|
JAMF
|
US |
JAMF HOLDING CORP |
941,083 |
$13M |
8.36% |
5.1%
|
- |
|
PI
|
US |
IMPINJ INC |
90,668 |
$13M |
8.32% |
36.4%
|
- |
|
ESTC
|
US |
ELASTIC NV |
122,685 |
$12M |
7.68% |
-48.2%
|
- |
|
TRIP
|
US |
TRIPADVISOR INC |
713,163 |
$11M |
6.66% |
100.0%
|
- |
|
RSKD
|
US |
RISKIFIED LTD-A |
1,528,103 |
$7M |
4.57% |
-4.0%
|
- |