Toronado Partners, LLC Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$158.3B

Holdings

11

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (11 positions)

#StockSharesValue% PortfolioType
1
FNFABRINET
98,746$21.7B13.72%
2
TWLOTWILIO INC
160,250$17.3B10.94%
3
HLITHARMONIC INC
1,273,396$16.8B10.65%
4
SITMSITIME CORP
75,625$16.2B10.25%
5
ALABASTERA LABS INC
116,811$15.5B9.78%
6
EVEREVERQUOTE INC
718,774$14.4B9.08%
7
JAMFJAMF HLDG CORP
941,083$13.2B8.36%
8
PIIMPINJ INC
90,668$13.2B8.32%
9
ESTCELASTIC N V
122,685$12.2B7.68%
10
TRIPTRIPADVISOR INC
713,163$10.5B6.66%
11
RSKDRISKIFIED LTD
1,528,103$7.2B4.57%