Toronado Partners, LLC
CIK 1749611 · Holdings on Jun 30, 2024 · First reported Aug 13, 2024
Top ten holdings
Q2 2024- FN14.78%
- HLIT14.63%
- ESTC11.03%
- JAMF10.51%
- MITK8.67%
- EVER8.62%
- TWLO8.25%
- SITM8.20%
- PI8.05%
- RSKD7.27%
Share classes counted separately100.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PIWeight decreased · -7.67 pp15.72% → 8.05%Shares -140.93K (-63.76%)
- HLITWeight increased · +3.89 pp10.74% → 14.63%Shares +496.24K (+34.38%)
- JAMFWeight increased · +3.10 pp7.41% → 10.51%Shares +264.34K (+36.25%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FNFABRINETSHS View history and evidence | $23.06M | 14.78% | 94.22K shares | 13.34% → 14.78%+1.44 pp -33.22K (-26.07%) | Reduced | ↗▾ |
| 02 | HLITHARMONIC INC View history and evidence | $22.83M | 14.63% | 1.94M shares | 10.74% → 14.63%+3.89 pp +496.24K (+34.38%) | Added | ↗▾ |
| 03 | ESTCELASTIC NVORD SHS View history and evidence | $17.21M | 11.03% | 151.09K shares | 8.60% → 11.03%+2.43 pp -3.92K (-2.53%) | Reduced | ↗▾ |
| 04 | JAMFJAMF HOLDING CORP View history and evidence | $16.39M | 10.51% | 993.61K shares | 7.41% → 10.51%+3.10 pp +264.34K (+36.25%) | Added | ↗▾ |
| 05 | MITKMITEK SYSTEMS INCCOM NEW View history and evidence | $13.53M | 8.67% | 1.21M shares | 9.41% → 8.67%-0.74 pp +5.13K (+0.43%) | Added | ↗▾ |
| 06 | EVEREVERQUOTE INC - CLASS ACOM CL A View history and evidence | $13.45M | 8.62% | 644.99K shares | 7.45% → 8.62%+1.17 pp -79.45K (-10.97%) | Reduced | ↗▾ |
| 07 | TWLOTWILIO INC - ACL A View history and evidence | $12.88M | 8.25% | 226.72K shares | 10.41% → 8.25%-2.16 pp -80.60K (-26.23%) | Reduced | ↗▾ |
| 08 | SITMSITIME CORP View history and evidence | $12.79M | 8.20% | 102.83K shares | 6.53% → 8.20%+1.67 pp -23.58K (-18.65%) | Reduced | ↗▾ |
| 09 | PIIMPINJ INC View history and evidence | $12.56M | 8.05% | 80.10K shares | 15.72% → 8.05%-7.67 pp -140.93K (-63.76%) | Reduced | ↗▾ |
| 10 | RSKDRISKIFIED LTD-ASHS CL A View history and evidence | $11.35M | 7.27% | 1.78M shares | 7.76% → 7.27%-0.49 pp -815.09K (-31.46%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TENB TENABLE HOLDINGS INC | Non-derivative | -96,137 | -$4.75M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1749611 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 156056499
}Take these holdings further.
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