Q2 2025 · 13F-HR
Toronado Partners, LLCholdings as filed
Filed 2025-08-13 · accession 0001420506-25-001899
$140.9M
Reported value
11
Positions
2025-06-30
Period end
The Brief · Toronado Partners, LLC · Q2 2025
AI · grounded in 13F
Toronado Partners, LLC established a new position in FN valued at $24.85M. The fund also initiated new stakes in PI for $21.93M and TWLO for $17.86M. Other new additions include TRIP, ESTC, and EVER.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G3323L100 | FN | FABRINET | $24.9M | 17.6% | 84,329 | Common | SOLE |
| 453204109 | PI | IMPINJ INC | $21.9M | 15.6% | 197,441 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $17.9M | 12.7% | 143,609 | Common | SOLE |
| 896945201 | TRIP | TRIPADVISOR INC | $12.9M | 9.18% | 990,649 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $12.9M | 9.17% | 153,128 | Common | SOLE |
| 30041R108 | EVER | EVERQUOTE INC | $12.9M | 9.13% | 531,884 | Common | SOLE |
| 82982T106 | SITM | SITIME CORP | $12.6M | 8.97% | 59,312 | Common | SOLE |
| 413160102 | HLIT | HARMONIC INC | $11.3M | 8.04% | 1,196,640 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $8.6M | 6.08% | 901,236 | Common | SOLE |
| 03213A104 | AMPL | AMPLITUDE INC | $3.6M | 2.54% | 288,488 | Common | SOLE |
| M8216R109 | RSKD | RISKIFIED LTD | $1.4M | 1.02% | 287,270 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.