Toronado Partners, LLC Top Holdings and 13F Report (2025) About Toronado Partners, LLCInvestment ActivityToronado Partners, LLC has $158.25 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 13.89% of the portfolio was purchased this quarter.About 41.38% 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.Largest Holdings Fabrinet $21,712,270Twilio $17,319,820Harmonic $16,847,029SiTime $16,223,831ASTERA LABS INC $15,471,617 Largest New Holdings this Quarter Tripadvisor $10,533,418 Holding Largest Purchases this Quarter Tripadvisor 713,163 shares (about $10.53M)EverQuote 268,670 shares (about $5.37M)Impinj 24,219 shares (about $3.52M)Fabrinet 8,700 shares (about $1.91M)Jamf 45,921 shares (about $645.19K) Largest Sales this Quarter ASTERA LABS INC 183,189 shares (about $24.26M)Twilio 131,000 shares (about $14.16M)Elastic 114,100 shares (about $11.31M)SiTime 18,885 shares (about $4.05M)Harmonic 33,939 shares (about $449.01K) 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$21,712,270$1,912,956 ▲9.7%98,74613.7%Computer and TechnologyTWLOTwilio$17,319,820$14,158,480 ▼-45.0%160,25010.9%Computer and TechnologyHLITHarmonic$16,847,029$449,013 ▼-2.6%1,273,39610.6%Computer and TechnologySITMSiTime$16,223,831$4,051,399 ▼-20.0%75,62510.3%Computer and TechnologyASTERA LABS INC$15,471,617$24,263,383 ▼-61.1%116,8119.8%COMEVEREverQuote$14,368,292$5,370,713 ▲59.7%718,7749.1%FinanceJAMFJamf$13,222,216$645,190 ▲5.1%941,0838.4%Business ServicesPIImpinj$13,170,434$3,518,052 ▲36.4%90,6688.3%Computer and TechnologyESTCElastic$12,155,630$11,305,028 ▼-48.2%122,6857.7%Computer and TechnologyTRIPTripadvisor$10,533,418$10,533,418 ▲New Holding713,1636.7%Retail/WholesaleRSKDRiskified$7,227,927$300,237 ▼-4.0%1,528,1034.6%Computer and TechnologyMITKMitek Systems$0$10,953,470 ▼-100.0%00.0%Computer and TechnologyShowing 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.
