Toronado Partners, LLC Portfolio Holdings

Toronado Partners, LLC

  • $143 Million
  • Q4 2024

Toronado Partners, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $143 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fabrinet with a value of $21.7M, Twilio Inc with a value of $17.3M, Harmonic Inc with a value of $16.8M, Sitime Corp with a value of $16.2M, and Ever Quote, Inc. with a value of $14.4M.

Examining the 13F form we can see an decrease of $8.87M in the current position value, from $152M to 143M.

Toronado Partners, LLC is based out at San Francisco, CA

Below you can find more details about Toronado Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $143 Million
Technology: $101 Million
Communication Services: $31.7 Million
Consumer Cyclical: $10.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.41B
$21.7 Million 15.21% of portfolio
98,746
Q4 2024 Added 9.66%
$20.5B
$17.3 Million 12.13% of portfolio
160,250
Q4 2024 Reduced 44.98%
$1.12B
$16.8 Million 11.8% of portfolio
1,273,396
Q4 2024 Reduced 2.6%
$3.83B
$16.2 Million 11.36% of portfolio
75,625
Q4 2024 Reduced 19.98%
$553M
$14.4 Million 10.06% of portfolio
718,774
Q4 2024 Added 59.69%
$1.82B
$13.2 Million 9.26% of portfolio
941,083
Q4 2024 Added 5.13%
$2.61B
$13.2 Million 9.22% of portfolio
90,668
Q4 2024 Added 36.45%
$10.4B
$12.2 Million 8.51% of portfolio
122,685
Q4 2024 Reduced 48.19%
$2.1B
$10.5 Million 7.38% of portfolio
713,163
Q4 2024 New
$513M
$7.23 Million 5.06% of portfolio
1,528,103
Q4 2024 Reduced 3.99%
Astera Labs Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 61.06%

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $143 Million
  • Prior Value $152 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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