Filed: 8/13/2025ACC: 0001420506-25-001899
📋 What this filing means
TORONADO PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $140.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$140.89M
Total AUM (reported)
4.83M
Total Shares
Allocation by class
COM$67.40M47.8%
SHS$24.85M17.6%
CL A$17.86M12.7%
COM CL A$16.44M11.7%
ORD SHS$12.91M9.2%
SHS CL A$1.43M1.0%
Portfolio Concentration
Top 3$64.64M45.9%
4–10$74.82M53.1%
11–25$1.43M1.0%
Top 3 weight
45.9%
Top 10 weight
99.0%
Voting Authority Distribution
Total shares with voting rights: 4.83M
Sole
Full voting authority
4.83M
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
SOLEShares84.33K
TypeSH
Market value$24.85M
17.64%
Sole
84.33K
Shared
0.00
None
0.00
IMPINJ INC
SOLEShares197.44K
TypeSH
Market value$21.93M
15.56%
Sole
197.44K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares143.61K
TypeSH
Market value$17.86M
12.68%
Sole
143.61K
Shared
0.00
None
0.00
TRIPADVISOR INC
SOLEShares990.65K
TypeSH
Market value$12.93M
9.18%
Sole
990.65K
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares153.13K
TypeSH
Market value$12.91M
9.17%
Sole
153.13K
Shared
0.00
None
0.00
EVERQUOTE INC
SOLEShares531.88K
TypeSH
Market value$12.86M
9.13%
Sole
531.88K
Shared
0.00
None
0.00
SITIME CORP
SOLEShares59.31K
TypeSH
Market value$12.64M
8.97%
Sole
59.31K
Shared
0.00
None
0.00
HARMONIC INC
SOLEShares1.20M
TypeSH
Market value$11.33M
8.04%
Sole
1.20M
Shared
0.00
None
0.00
JAMF HLDG CORP
SOLEShares901.24K
TypeSH
Market value$8.57M
6.08%
Sole
901.24K
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares288.49K
TypeSH
Market value$3.58M
2.54%
Sole
288.49K
Shared
0.00
None
0.00
RISKIFIED LTD
SOLEShares287.27K
TypeSH
Market value$1.43M
1.02%
Sole
287.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FABRINETSOLE | SHS | 84.33K | SH | $24.85M 17.64% | 84.33K | 0.00 | 0.00 |
IMPINJ INCSOLE | COM | 197.44K | SH | $21.93M 15.56% | 197.44K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 143.61K | SH | $17.86M 12.68% | 143.61K | 0.00 | 0.00 |
TRIPADVISOR INCSOLE | COM | 990.65K | SH | $12.93M 9.18% | 990.65K | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 153.13K | SH | $12.91M 9.17% | 153.13K | 0.00 | 0.00 |
EVERQUOTE INCSOLE | COM CL A | 531.88K | SH | $12.86M 9.13% | 531.88K | 0.00 | 0.00 |
SITIME CORPSOLE | COM | 59.31K | SH | $12.64M 8.97% | 59.31K | 0.00 | 0.00 |
HARMONIC INCSOLE | COM | 1.20M | SH | $11.33M 8.04% | 1.20M | 0.00 | 0.00 |
JAMF HLDG CORPSOLE | COM | 901.24K | SH | $8.57M 6.08% | 901.24K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 288.49K | SH | $3.58M 2.54% | 288.49K | 0.00 | 0.00 |
RISKIFIED LTDSOLE | SHS CL A | 287.27K | SH | $1.43M 1.02% | 287.27K | 0.00 | 0.00 |