Toronado Partners, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Toronado Partners, LLC disclosed 11 US equity positions worth $158.3m in its Q4 2024 13F filing. The largest position was FN at 13.7% of the reported book, followed by TWLO and HLIT. Against the Q3 2024 filing, it opened 1 new position, added to 4 and reduced 6 among the top 11 holdings.
What did Toronado Partners, LLC own in Q4 2024? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | FN FABRINET | Technology | 13.7% | $21.7m | 98,746 | 10% | added |
| 2 | TWLO TWILIO INC | Technology | 10.9% | $17.3m | 160,250 | -45% | reduced |
| 3 | HLIT HARMONIC INC | Technology | 10.6% | $16.8m | 1,273,396 | -3% | reduced |
| 4 | SITM SITIME CORP | Technology | 10.3% | $16.2m | 75,625 | -20% | reduced |
| 5 | ALAB ASTERA LABS INC | Technology | 9.8% | $15.5m | 116,811 | -61% | reduced |
| 6 | EVER EVERQUOTE INC | Communication Services | 9.1% | $14.4m | 718,774 | 60% | added |
| 7 | JAMF JAMF HLDG CORP | 8.4% | $13.2m | 941,083 | 5% | added | |
| 8 | PI IMPINJ INC | Technology | 8.3% | $13.2m | 90,668 | 36% | added |
| 9 | ESTC ELASTIC N V | Technology | 7.7% | $12.2m | 122,685 | -48% | reduced |
| 10 | TRIP TRIPADVISOR INC | Consumer Cyclical | 6.7% | $10.5m | 713,163 | – | new |
| 11 | RSKD RISKIFIED LTD | Technology | 4.6% | $7.2m | 1,528,103 | -4% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.