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Toronado Partners, LLC

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13F filer, CIK 1749611, SAN FRANCISCO, CA

Toronado Partners, LLC reported $140,893,129 across 11 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 98.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-001899

Period
2025-06-30
Reported value
$141M
Holdings
11
Top 10 weight
98.98%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMPLnew+288,488$3.58M
EVERadded+68,271$1.65M
ESTCadded+17,393$1.47M
TRIPadded+54,042$705K

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
SITMreduced-68,674-$14.6M
FNreduced-17,000-$5.01M
RSKDreduced-752,388-$3.75M
ALABexited-61,811-$3.69M
PIreduced-19,332-$2.15M

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, Q2 2025

Share positions as resolved from 13F-HR 0001420506-25-001899, largest first. % of portfolio is the value over $140,893,129, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,046 shares; 2024Q4: 98,746 shares; 2025Q1: 101,329 shares; 2025Q2: 84,329 shares 84,329$24.9M17.64%-17,000Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,449 shares; 2024Q4: 90,668 shares; 2025Q1: 216,773 shares; 2025Q2: 197,441 shares 197,441$21.9M15.56%-19,332Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,250 shares; 2024Q4: 160,250 shares; 2025Q1: 147,654 shares; 2025Q2: 143,609 shares 143,609$17.9M12.68%-4,045Timeline
TRIPTRIPADVISOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 713,163 shares; 2025Q1: 936,607 shares; 2025Q2: 990,649 shares 990,649$12.9M9.18%+54,042Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,785 shares; 2024Q4: 122,685 shares; 2025Q1: 135,735 shares; 2025Q2: 153,128 shares 153,128$12.9M9.17%+17,393Timeline
EVEREVERQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450,104 shares; 2024Q4: 718,774 shares; 2025Q1: 463,613 shares; 2025Q2: 531,884 shares 531,884$12.9M9.13%+68,271Timeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,510 shares; 2024Q4: 75,625 shares; 2025Q1: 127,986 shares; 2025Q2: 59,312 shares 59,312$12.6M8.97%-68,674Timeline
HLITHARMONIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307,335 shares; 2024Q4: 1,273,396 shares; 2025Q1: 1,196,640 shares; 2025Q2: 1,196,640 shares 1,196,640$11.3M8.04%0Timeline
JAMFJAMF HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895,162 shares; 2024Q4: 941,083 shares; 2025Q1: 967,963 shares; 2025Q2: 901,236 shares 901,236$8.57M6.08%-66,727Timeline
AMPLAMPLITUDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288,488 shares 288,488$3.58M2.54%newTimeline
RSKDRISKIFIED LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,591,578 shares; 2024Q4: 1,528,103 shares; 2025Q1: 1,039,658 shares; 2025Q2: 287,270 shares 287,270$1.43M1.02%-752,388Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ALABASTERA LABS INC61,811$3.69Mshares

How Q2 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 0001420506-25-001899 base2025-08-13acceptance time not in the bulk data set