TP

Toronado Partners, LLC

13F
Toronado Partners, LLC
Last update 2024-08-13 10 Stocks (0 new)
Value $156.00 Mil Turnover 7 %
Countries:
Top Holdings: FN(14.78%)HLIT(14.63%)ESTC(11.03%)JAMF(10.51%)MITK(8.67%)
Portfolio Report
Summary Stock Picks Current Portfolio
Toronado Partners, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FN 		Fabrinet
94,215
23062.890
-26.07%
14.780
-3.48%
0.260
+24.86%
+36.00%
9387.943
Hardware
HLIT 		Harmonic Inc
1,939,573
22828.770
+34.38%
14.630
+3.74%
1.670
-4.91%
-3.53%
1465.925
Hardware
ESTC 		Elastic NV
151,094
17211.120
-2.53%
11.030
-0.22%
0.150
-12.62%
-20.32%
9226.546
Software
JAMF 		Jamf Holding Corp
993,614
16394.630
+36.25%
10.510
+2.80%
0.780
-6.49%
-14.62%
1980.622
Software
MITK 		Mitek Systems Inc
1,210,407
13532.350
+0.43%
8.670
+0.04%
2.620
+11.27%
-27.30%
438.012
Software
EVER 		EverQuote Inc
644,986
13454.410
-10.97%
8.620
-0.82%
1.840
-7.82%
+64.79%
713.039
Interactive Media
TWLO 		Twilio Inc
226,720
12879.960
-26.23%
8.250
-2.73%
0.140
+62.82%
+27.15%
14796.925
Software
SITM 		SiTime Corp
102,832
12790.240
-18.65%
8.200
-1.22%
0.440
+60.96%
+69.38%
4830.793
Semiconductors
PI 		Impinj Inc
80,096
12556.650
-63.76%
8.050
-10.02%
0.280
+28.89%
+116.08%
5469.692
Hardware
RSKD 		Riskified Ltd
1,775,504
11345.470
-31.46%
7.270
-2.44%
1.040
-27.41%
-8.33%
731.618
Software

Toronado Partners, LLC's Historical Top Holdings Breakdowns

Toronado Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PI 		Impinj Inc2024-06-30Reduce
-10.02%
â—Ź
116.32 ($148.62) 174.87
$194.54
30.90%
Reduce -63.76%
80,096
-140,934
HLIT 		Harmonic Inc2024-06-30Add
+3.74%
â—Ź
9.2 ($11.29) 13.3
$12.58
11.43%
Add 34.38%
1,939,573
496,241
FN 		Fabrinet2024-06-30Reduce
-3.48%
â—Ź
162.32 ($212.12) 254.33
$258.85
22.03%
Reduce -26.07%
94,215
-33,218
JAMF 		Jamf Holding Corp2024-06-30Add
+2.80%
â—Ź
14.91 ($17.51) 21
$15.42
-11.94%
Add 36.25%
993,614
264,340
TWLO 		Twilio Inc2024-06-30Reduce
-2.73%
â—Ź
53.02 ($59) 63.37
$96.47
63.51%
Reduce -26.23%
226,720
-80,604
TENB 		Tenable Holdings Inc2024-06-30Sold Out
-2.63%
â—Ź
39.14 ($44.1) 49.92
$41.88
-5.03%
Sold Out
0
-96,137
RSKD 		Riskified Ltd2024-06-30Reduce
-2.44%
â—Ź
4.87 ($5.66) 6.52
$4.29
-24.20%
Reduce -31.46%
1,775,504
-815,094
SITM 		SiTime Corp2024-06-30Reduce
-1.22%
â—Ź
73.44 ($106.62) 130.87
$206.78
93.94%
Reduce -18.65%
102,832
-23,576
EVER 		EverQuote Inc2024-06-30Reduce
-0.82%
â—Ź
18.12 ($21.14) 25.29
$20.17
-4.59%
Reduce -10.97%
644,986
-79,454
ESTC 		Elastic NV2024-06-30Reduce
-0.22%
â—Ź
93.18 ($105.02) 114.76
$89.80
-14.49%
Reduce -2.53%
151,094
-3,915

Toronado Partners, LLC Total Holding History ($B)

To

Toronado Partners, LLC's Asset Allocation

To

Toronado Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Toronado Partners, LLC's Hypothetical Growth since 2024-06-30

Toronado Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Toronado Partners, LLC's Holdings Heat Map

Size field:

Toronado Partners, LLC's Holdings Bubble Chart

Toronado Partners, LLC News

  • 1

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