Toronado Partners, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Toronado Partners, LLC disclosed 11 US equity positions worth $140.9m in its Q2 2025 13F filing. The largest position was FN at 17.6% of the reported book, followed by PI and TWLO. Against the Q1 2025 filing, it opened 1 new position, added to 3 and reduced 6 among the top 11 holdings.
What did Toronado Partners, LLC own in Q2 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FN FABRINET | Technology | 17.6% | $24.9m | 84,329 | -17% | reduced |
| 2 | PI IMPINJ INC | Technology | 15.6% | $21.9m | 197,441 | -9% | reduced |
| 3 | TWLO TWILIO INC | Technology | 12.7% | $17.9m | 143,609 | -3% | reduced |
| 4 | TRIP TRIPADVISOR INC | Consumer Cyclical | 9.2% | $12.9m | 990,649 | 6% | added |
| 5 | ESTC ELASTIC N V | Technology | 9.2% | $12.9m | 153,128 | 13% | added |
| 6 | EVER EVERQUOTE INC | Communication Services | 9.1% | $12.9m | 531,884 | 15% | added |
| 7 | SITM SITIME CORP | Technology | 9.0% | $12.6m | 59,312 | -54% | reduced |
| 8 | HLIT HARMONIC INC | Technology | 8.0% | $11.3m | 1,196,640 | 0% | held |
| 9 | JAMF JAMF HLDG CORP | 6.1% | $8.6m | 901,236 | -7% | reduced | |
| 10 | AMPL AMPLITUDE INC | Technology | 2.5% | $3.6m | 288,488 | – | new |
| 11 | RSKD RISKIFIED LTD | Technology | 1.0% | $1.4m | 287,270 | -72% | 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.