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Toronado Partners, LLC

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13F filer, CIK 1749611, SAN FRANCISCO, CA

Toronado Partners, LLC reported $142,932,569 across 11 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 97.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-001098

Period
2025-03-31
Reported value
$143M
Holdings
11
Top 10 weight
97.42%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PIadded+126,105$11.4M
SITMadded+52,361$8M
TRIPadded+223,444$3.17M
ESTCadded+13,050$1.16M
FNadded+2,583$510K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EVERreduced-255,161-$6.68M
ALABreduced-55,000-$3.28M
RSKDreduced-488,445-$2.26M
TWLOreduced-12,596-$1.23M
HLITreduced-76,756-$736K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001420506-25-001098, largest first. % of portfolio is the value over $142,932,569, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,046 shares; 2024Q4: 98,746 shares; 2025Q1: 101,329 shares 101,329$20M14%+2,583Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,449 shares; 2024Q4: 90,668 shares; 2025Q1: 216,773 shares 216,773$19.7M13.76%+126,105Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,510 shares; 2024Q4: 75,625 shares; 2025Q1: 127,986 shares 127,986$19.6M13.69%+52,361Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,250 shares; 2024Q4: 160,250 shares; 2025Q1: 147,654 shares 147,654$14.5M10.11%-12,596Timeline
TRIPTRIPADVISOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 713,163 shares; 2025Q1: 936,607 shares 936,607$13.3M9.29%+223,444Timeline
EVEREVERQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,104 shares; 2024Q4: 718,774 shares; 2025Q1: 463,613 shares 463,613$12.1M8.49%-255,161Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,785 shares; 2024Q4: 122,685 shares; 2025Q1: 135,735 shares 135,735$12.1M8.46%+13,050Timeline
JAMFJAMF HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895,162 shares; 2024Q4: 941,083 shares; 2025Q1: 967,963 shares 967,963$11.8M8.23%+26,880Timeline
HLITHARMONIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307,335 shares; 2024Q4: 1,273,396 shares; 2025Q1: 1,196,640 shares 1,196,640$11.5M8.03%-76,756Timeline
RSKDRISKIFIED LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591,578 shares; 2024Q4: 1,528,103 shares; 2025Q1: 1,039,658 shares 1,039,658$4.8M3.36%-488,445Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 116,811 shares; 2025Q1: 61,811 shares 61,811$3.69M2.58%-55,000Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-001098 base2025-05-14acceptance time not in the bulk data set