Toronado Partners, LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$142.9B
Holdings
11
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FNFABRINET | 101,329 | $20.0B | 14.00% | |
| 2 | PIIMPINJ INC | 216,773 | $19.7B | 13.76% | |
| 3 | SITMSITIME CORP | 127,986 | $19.6B | 13.69% | |
| 4 | TWLOTWILIO INC | 147,654 | $14.5B | 10.11% | |
| 5 | TRIPTRIPADVISOR INC | 936,607 | $13.3B | 9.29% | |
| 6 | EVEREVERQUOTE INC | 463,613 | $12.1B | 8.49% | |
| 7 | ESTCELASTIC N V | 135,735 | $12.1B | 8.46% | |
| 8 | JAMFJAMF HLDG CORP | 967,963 | $11.8B | 8.23% | |
| 9 | HLITHARMONIC INC | 1,196,640 | $11.5B | 8.03% | |
| 10 | RSKDRISKIFIED LTD | 1,039,658 | $4.8B | 3.36% | |
| 11 | ALABASTERA LABS INC | 61,811 | $3.7B | 2.58% |