Toronado Partners, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Toronado Partners, LLC disclosed 11 US equity positions worth $142.9m in its Q1 2025 13F filing. The largest position was FN at 14.0% of the reported book, followed by PI and SITM. Against the Q4 2024 filing, it opened 0 new positions, added to 6 and reduced 5 among the top 11 holdings.
What did Toronado Partners, LLC own in Q1 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | FN FABRINET | Technology | 14.0% | $20.0m | 101,329 | 3% | added |
| 2 | PI IMPINJ INC | Technology | 13.8% | $19.7m | 216,773 | 139% | added |
| 3 | SITM SITIME CORP | Technology | 13.7% | $19.6m | 127,986 | 69% | added |
| 4 | TWLO TWILIO INC | Technology | 10.1% | $14.5m | 147,654 | -8% | reduced |
| 5 | TRIP TRIPADVISOR INC | Consumer Cyclical | 9.3% | $13.3m | 936,607 | 31% | added |
| 6 | EVER EVERQUOTE INC | Communication Services | 8.5% | $12.1m | 463,613 | -35% | reduced |
| 7 | ESTC ELASTIC N V | Technology | 8.5% | $12.1m | 135,735 | 11% | added |
| 8 | JAMF JAMF HLDG CORP | 8.2% | $11.8m | 967,963 | 3% | added | |
| 9 | HLIT HARMONIC INC | Technology | 8.0% | $11.5m | 1,196,640 | -6% | reduced |
| 10 | RSKD RISKIFIED LTD | Technology | 3.4% | $4.8m | 1,039,658 | -32% | reduced |
| 11 | ALAB ASTERA LABS INC | Technology | 2.6% | $3.7m | 61,811 | -47% | 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.