Filed: 5/14/2025ACC: 0001420506-25-001098
📋 What this filing means
TORONADO PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $142.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$142.93M
Total AUM (reported)
5.40M
Total Shares
Allocation by class
COM$79.42M55.6%
SHS$20.01M14.0%
CL A$14.46M10.1%
COM CL A$12.14M8.5%
ORD SHS$12.09M8.5%
SHS CL A$4.80M3.4%
Portfolio Concentration
Top 3$59.24M41.4%
4–10$80.00M56.0%
11–25$3.69M2.6%
Top 3 weight
41.4%
Top 10 weight
97.4%
Voting Authority Distribution
Total shares with voting rights: 5.40M
Sole
Full voting authority
5.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
FABRINET
SOLEShares101.33K
TypeSH
Market value$20.01M
14.00%
Sole
101.33K
Shared
0.00
None
0.00
IMPINJ INC
SOLEShares216.77K
TypeSH
Market value$19.66M
13.76%
Sole
216.77K
Shared
0.00
None
0.00
SITIME CORP
SOLEShares127.99K
TypeSH
Market value$19.57M
13.69%
Sole
127.99K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares147.65K
TypeSH
Market value$14.46M
10.11%
Sole
147.65K
Shared
0.00
None
0.00
TRIPADVISOR INC
SOLEShares936.61K
TypeSH
Market value$13.27M
9.29%
Sole
936.61K
Shared
0.00
None
0.00
EVERQUOTE INC
SOLEShares463.61K
TypeSH
Market value$12.14M
8.49%
Sole
463.61K
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares135.74K
TypeSH
Market value$12.09M
8.46%
Sole
135.74K
Shared
0.00
None
0.00
JAMF HLDG CORP
SOLEShares967.96K
TypeSH
Market value$11.76M
8.23%
Sole
967.96K
Shared
0.00
None
0.00
HARMONIC INC
SOLEShares1.20M
TypeSH
Market value$11.48M
8.03%
Sole
1.20M
Shared
0.00
None
0.00
RISKIFIED LTD
SOLEShares1.04M
TypeSH
Market value$4.80M
3.36%
Sole
1.04M
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares61.81K
TypeSH
Market value$3.69M
2.58%
Sole
61.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FABRINETSOLE | SHS | 101.33K | SH | $20.01M 14.00% | 101.33K | 0.00 | 0.00 |
IMPINJ INCSOLE | COM | 216.77K | SH | $19.66M 13.76% | 216.77K | 0.00 | 0.00 |
SITIME CORPSOLE | COM | 127.99K | SH | $19.57M 13.69% | 127.99K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 147.65K | SH | $14.46M 10.11% | 147.65K | 0.00 | 0.00 |
TRIPADVISOR INCSOLE | COM | 936.61K | SH | $13.27M 9.29% | 936.61K | 0.00 | 0.00 |
EVERQUOTE INCSOLE | COM CL A | 463.61K | SH | $12.14M 8.49% | 463.61K | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 135.74K | SH | $12.09M 8.46% | 135.74K | 0.00 | 0.00 |
JAMF HLDG CORPSOLE | COM | 967.96K | SH | $11.76M 8.23% | 967.96K | 0.00 | 0.00 |
HARMONIC INCSOLE | COM | 1.20M | SH | $11.48M 8.03% | 1.20M | 0.00 | 0.00 |
RISKIFIED LTDSOLE | SHS CL A | 1.04M | SH | $4.80M 3.36% | 1.04M | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 61.81K | SH | $3.69M 2.58% | 61.81K | 0.00 | 0.00 |