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CIK: 0001749611
Total reported value
$35.5M
$35.5M
11 檔
254.6%
As reported in its official Q2 2025 Form 13F filing, Toronado Partners, LLC's tracked investment portfolio stood at $35.5M with 11 total positions.
During Q2 2025, Toronado Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FN | Fabrinet | Stock-Tech | 17.64% | -4.33% | -16.78% | |
| 2 | PI | Impinj Inc | Stock-Tech | 15.56% | +1.49% | -8.92% | |
| 3 | TWLO | Twilio Inc - A | Stock-Tech | 12.68% | -1.81% | -2.74% | |
| 4 | TRIP | Tripadvisor Inc | Stock-Other | 9.18% | — | +5.77% | |
| 5 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 9.17% | -4.10% | +12.81% | |
| 6 | EVER | Everquote Inc - Class A | Stock-Other | 9.13% | +2.41% | +14.73% | |
| 7 | SITM | Sitime CORP | Stock-Tech | 8.97% | +4.35% | -53.66% | |
| 8 | HLIT | Harmonic Inc | Stock-Other | 8.04% | -5.08% | — | |
| 9 | JAMF | Jamf Holding CORP | Stock-Other | 6.08% | — | -6.89% | |
| 10 | AMPL | Amplitude Inc-class A | Stock-Other | 2.54% | +3.79% | — | |
| 11 | RSKD | Riskified Ltd. | Stock-Other | 1.02% | — | -72.37% |
According to official SEC Form 13F filings, Toronado Partners, LLC reported a total U.S. public equity portfolio value of $35.5M across 11 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FN, PI, TWLO) accounted for 254.6% of total reported equity market value during Q2 2025.
During Q2 2025, Toronado Partners, LLC's top holdings by market value included FN (17.6%)、PI (15.6%)、TWLO (12.7%). The largest single position, FN, represented 17.6% of total portfolio value.
In Q2 2025, Toronado Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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