Toronado Partners, LLC Portfolio Holdings

Toronado Partners, LLC

  • $139 Million
  • Q1 2025

Toronado Partners, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $139 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 $20M, Impinj Inc with a value of $19.7M, Sitime Corp with a value of $19.6M, Twilio Inc with a value of $14.5M, and Trip Advisor, Inc. with a value of $13.3M.

Examining the 13F form we can see an decrease of $3.54M in the current position value, from $143M to 139M.

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 $139 Million
Technology: $99.4 Million
Communication Services: $26.6 Million
Consumer Cyclical: $13.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.8B
$20 Million 14.37% of portfolio
101,329
Q1 2025 Added 2.62%
$2.92B
$19.7 Million 14.12% of portfolio
216,773
Q1 2025 Added 139.08%
$4.38B
$19.6 Million 14.05% of portfolio
127,986
Q1 2025 Added 69.24%
$20.5B
$14.5 Million 10.38% of portfolio
147,654
Q1 2025 Reduced 7.86%
$2.31B
$13.3 Million 9.53% of portfolio
936,607
Q1 2025 Added 31.33%
$623M
$12.1 Million 8.72% of portfolio
463,613
Q1 2025 Reduced 35.5%
$8.11B
$12.1 Million 8.69% of portfolio
135,735
Q1 2025 Added 10.64%
$992M
$11.8 Million 8.45% of portfolio
967,963
Q1 2025 Added 2.86%
$971M
$11.5 Million 8.24% of portfolio
1,196,640
Q1 2025 Reduced 6.03%
$478M
$4.8 Million 3.45% of portfolio
1,039,658
Q1 2025 Reduced 31.96%
Astera Labs Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 47.08%

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $139 Million
  • Prior Value $143 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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